Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE Topic A: Explore Crystal Reports Topic B: Use Crystal Reports Help Topic C: Customize Report Settings 2 - WORKING WITH REPORTS Topic A: Create a Report Topic B: Modify a Report Topic C: Display Specific Report Data Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS Topic A: Create a Formula Topic B: Edit a Formula Topic C: Filter Data by Using a Formula Topic D: Work with Advanced Formulas and Functions Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS Topic A: Create a Parameter Field Topic B: Use a Range Parameter in a Report Topic C: Create a Prompt 5 - GROUPING REPORT DATA Topic A: Group Report Data Topic B: Modify a Group Report Topic C: Group by Using Parameters Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT Topic A: Format a Report Topic B: Insert Objects in a Report Topic C: Suppress Report Sections Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA Topic A: Create a Report Based on Excel Data Topic B: Modify a Report Generated from Excel Data Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA Topic A: Export Data Topic B: Create Mailing Labels 9 - APPENDIX Appendix A: Setting Up and Configuring Data Sources Appendix B: Using Report Processing Techniques Appendix C: Using Functions in Formulas
Develop your technical report writing and presentation skills with EnergyEdge's course designed for oil & gas professionals. Sign up now!
Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who know how to create basic list and group reports and need to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series. They may also need to build tools that make it easier for other people to create reports. They may or may not have programming and/or SQL experience. Overview In this course, you will create complex reports using tools in Crystal Reports 2016. You will: Create automatic and manual running totals. Work with cross-tab reports. Add subreports. Create drill-downs in a report. Use SQL statements in report processing. Create complex formulas. Add charts to reports. Enhance report functionality. In this course, students will create complex reports & data sources using the tools in Crystal Reports 2016. Students will not only create more complex reports including sub-reports and cross-tabs, but will also increase their speed and efficiency. 1 - CREATING RUNNING TOTALS Topic A: Create a Running Total Field Topic B: Modify a Running Total Field Topic C: Create a Manual Running Total 2 - WORKING WITH CROSS-TABS Topic A: Create a Cross-Tab Report Topic B: Format a Cross-Tab Report Topic C: Create Groups in Cross-Tab Reports 3 - ADDING SUBREPORTS Topic A: Insert a Subreport Topic B: Edit a Subreport Topic C: Share Variables 4 - CREATING DRILL-DOWNS IN A REPORT Topic A: Create a Drill-Down Topic B: Create Headings for Drill-Down Data 5 - USING SQL STATEMENTS IN REPORT PROCESSING Topic A: Create a Report Using SQL Queries Topic B: Summarize Report Data Topic C: Create Joins Using SQL Topic D: Create Subqueries Topic E: Create an SQL Expression Field 6 - CREATING COMPLEX FORMULAS Topic A: Work with Loops Topic B: Work with Arrays 7 - ADDING CHARTS TO REPORTS Topic A: Create Charts Topic B: Create a Chart with Drill-Down Topic C: Create a Top N Chart Topic D: Create a Cross-Tab Chart Topic E: Create Charts for Grouped Data Topic F: Format a Chart Topic G: Create a Chart Template 8 - ENHANCING REPORT FUNCTIONALITY Topic A: Organize Data Based on a Hierarchy Topic B: Create a Dynamic Image Topic C: Create a Report Alert Topic D: Create a Geographic Map 9 - APPENDIX Appendix A: Managing Reports Appendix B: Processing Data on the Server Appendix C: Detecting and Fixing Problems
About this Training Course Oil & Gas professionals increasingly need to translate complex findings, analysis and recommendations for effective decision-making. If you face challenges in getting your findings into paper, you will benefit from this training course. The Technical Report Writing and Presentation Skills for Oil & Gas Engineers and Technical Professionals course focuses on the unique needs of technical professionals who write for both technical and non-technical readers. This separately bookable training course will demonstrate how technical professionals can use their technical knowledge and logical edge to write in a reader-friendly style, produce grammatically accurate reports and persuasively communicate for buy-in purposes. An ILM Recognised programme. Training Objectives LEARNING OUTCOMES FOR TECHNICAL REPORT WRITING SKILLS By the end of this course, participants will be able to: Write and turn-around accurate technical documents quickly to meet deadlines and productivity goals Understand how technical reports should be structured by applying a systematic approach to the writing task, involving planning, drafting, revision and production Use clear & powerful language to target and persuade readers for positive results Use tried and tested proof reading techniques to check and review documents more effectively Identify and avoid common pitfalls in technical report writing LEARNING OUTCOMES FOR TECHNICAL PRESENTATION SKILLS By the end of this course, participants will be able to: Present and sell your technical presentation more effectively both internally and externally Plan and structure your meetings and presentations for maximum effect Capture your technical and non-technical audience by delivering your presentation with power and authority Handle questions, interruptions and objections with confidence Target Audience This programme has been researched and developed for all Oil & Gas Engineers and Technical Professionals Course Level Basic or Foundation Trainer Your course leader managed the Business Skills Unit of the British Council programmes as well as oversee all training-related matters from 1997. The trainer considers himself a trainer first and specialises predominantly in high-level writing and technical report writing programmes. In addition to conducting training in Technical Writing, the trainer has also been the chief editor for many large writing projects. These include a year-long project editing the entire Start-Up Manual (including the Black Start Manual) for Nippon Oil's Helang Integrated Platform, a 4-month project rewriting the manuals for the Puteri Dulang FSO off Terengganu, and editing the current revision of the PETRONAS Procedures and Guidelines for Upstream Activities (PPGUA). POST TRAINING COACHING SUPPORT (OPTIONAL) To further optimise your learning experience from our courses, we also offer individualized 'One to One' coaching support for 2 hours post training. We can help improve your competence in your chosen area of interest, based on your learning needs and available hours. This is a great opportunity to improve your capability and confidence in a particular area of expertise. It will be delivered over a secure video conference call by one of our senior trainers. They will work with you to create a tailor-made coaching program that will help you achieve your goals faster. Request for further information post training support and fees applicable Accreditions And Affliations
Despite being a requirement under the Money Laundering Regulations 2017 (MLR 2017), in 2023/24 the SRA found that 19% of files reviewed did not contain a client and matter risk assessment (CMRA), with a further 12% of files containing ineffective CMRAs. At best, the firms conducting these files were putting themselves at risk of regulatory action for failure to comply with the MLR 2017. More seriously, firms may have been facilitating money laundering through their failure to adequately assess and address the risks posed by clients and matters. The SRA has issued a number of significant fines to firms with no, or insufficient, CMRAs in place. In the year August 2024 to July 2025, firms were fined over £950,000 where ineffective or missing CMRAs were noted. Although a firm’s MLRO, MLCO or its managers bear ultimate responsibility for ensuring its compliance with the MLR 2017, it is the responsibility of all those working on behalf of the firm to conduct and document the appropriate processes and checks on a day-to-day basis. Therefore, it is imperative that all staff understand not only how to complete a CMRA, but also the importance of doing so thoroughly and correctly. This course will assist fee earners and support staff in confidently and competently completing client and matter risk assessments, understanding the types of risks to be identified and the importance of correctly identifying these. Where the SRA has found failings at firms in respect of CMRAs, it has almost unanimously also found shortcomings in other areas of AML compliance. Where concerns are raised regarding a firm’s compliance with any aspect of the MLR 2017, the SRA will probe further and look into all areas of AML compliance. For information about DG Legal’s full range of AML training courses, please visit https://dglegal.co.uk/training/upcoming-premier-training-courses/. Target Audience This online course is suitable for staff of all levels, from support staff to senior partners. Resources Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Paul Wightman, Consultant, DG Legal A qualified barrister, Paul graduated in Law from Birmingham University and was called to the Bar in 1994. He subsequently spent almost 20 years working for the Law Society of England and Wales, initially within the Office for the Supervision of Solicitors, then the Legal Complaints Service (LCS), and ultimately the Solicitors Regulation Authority (SRA). Paul is adept at undertaking audits and providing succinct reports on areas for improvement and can assist firms with advice on all aspects of SRA compliance and Anti-Money Laundering procedures.
Source of funds and source of wealth are two important verification steps a firm can take to identify potential money laundering activities or other financial crime. The Money Laundering Regulations 2017 (MLR 2017) require firms, where necessary, to scrutinise the source of funds of a transaction to ensure they are consistent with their knowledge of the customer, their business and risk profile. In addition, where a matter is considered to be higher risk and therefore subject to enhanced due diligence, firms must also investigate the client’s overall source of wealth. Law firm staff must be able to differentiate between source of funds and source of wealth, having knowledge of how to verify each and identify any anomalies that do not align with their understanding of the client or the matter. Staff must have the knowledge and confidence to challenge clients and seek further clarification where the source may be unclear or highlight concerns. A number of firms who failed to sufficiently identify the source of funds and/or source of wealth have recently been fined by the SRA. In the year August 2024 to July 2025, fines in excess of £475,000 were recorded for AML breaches that included source of funds and source of wealth failings. This course will assist fee earners and support staff in understanding the difference between source of funds and source of wealth, enabling them to capably identify and verify funds in a matter. Where the SRA has found failings at firms in respect of source of funds or source of wealth, it has almost unanimously also found shortcomings in other areas of AML compliance. Where concerns are raised regarding a firm’s compliance with any aspect of the MLR 2017, the SRA will probe further and look into all areas of AML compliance. For information about DG Legal’s full range of AML training courses, please visit: https://dglegal.co.uk/training/upcoming-premier-training-courses/. Target Audience This online course is suitable for staff of all levels, from support staff to senior partners. Resources Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training. Please note a recording of the course will not be made available. Speaker Paul Wightman, Consultant, DG Legal A qualified barrister, Paul graduated in Law from Birmingham University and was called to the Bar in 1994. He subsequently spent almost 20 years working for the Law Society of England and Wales, initially within the Office for the Supervision of Solicitors, then the Legal Complaints Service (LCS), and ultimately the Solicitors Regulation Authority (SRA). Paul is adept at undertaking audits and providing succinct reports on areas for improvement and can assist firms with advice on all aspects of SRA compliance and Anti-Money Laundering procedures.
Duration 3 Days 18 CPD hours This course is intended for The audience for this course are data professionals and business intelligence professionals who want to learn how to accurately perform data analysis using Power BI. This course is also targeted toward those individuals who develop reports that visualize data from the data platform technologies that exist on both in the cloud and on-premises. This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualizing, and analyzing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution. Prerequisites Understanding core data concepts. Knowledge of working with relational data in the cloud. Knowledge of working with non-relational data in the cloud. Knowledge of data analysis and visualization concepts. DP-900T00 Microsoft Azure Data Fundamentals is recommended 1 - Discover data analysis Overview of data analysis Roles in data Tasks of a data analyst 2 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 3 - Get data in Power BI Get data from files Get data from relational data sources Create dynamic reports with parameters Get data from a NoSQL database Get data from online services Select a storage mode Get data from Azure Analysis Services Fix performance issues Resolve data import errors 4 - Clean, transform, and load data in Power BI Shape the initial data Simplify the data structure Evaluate and change column data types Combine multiple tables into a single table Profile data in Power BI Use Advanced Editor to modify M code 5 - Design a semantic model in Power BI Work with tables Create a date table Work with dimensions Define data granularity Work with relationships and cardinality Resolve modeling challenges 6 - Add measures to Power BI Desktop models Create simple measures Create compound measures Create quick measures Compare calculated columns with measures 7 - Add calculated tables and columns to Power BI Desktop models Create calculated columns Learn about row context Choose a technique to add a column 8 - Use DAX time intelligence functions in Power BI Desktop models Use DAX time intelligence functions Additional time intelligence calculations 9 - Optimize a model for performance in Power BI Review performance of measures, relationships, and visuals Use variables to improve performance and troubleshooting Reduce cardinality Optimize DirectQuery models with table level storage Create and manage aggregations 10 - Design Power BI reports Design the analytical report layout Design visually appealing reports Report objects Select report visuals Select report visuals to suit the report layout Format and configure visualizations Work with key performance indicators 11 - Configure Power BI report filters Apply filters to the report structure Apply filters with slicers Design reports with advanced filtering techniques Consumption-time filtering Select report filter techniques Case study - Configure report filters based on feedback 12 - Enhance Power BI report designs for the user experience Design reports to show details Design reports to highlight values Design reports that behave like apps Work with bookmarks Design reports for navigation Work with visual headers Design reports with built-in assistance Tune report performance Optimize reports for mobile use 13 - Perform analytics in Power BI Explore statistical summary Identify outliers with Power BI visuals Group and bin data for analysis Apply clustering techniques Conduct time series analysis Use the Analyze feature Create what-if parameters Use specialized visuals 14 - Create and manage workspaces in Power BI Distribute a report or dashboard Monitor usage and performance Recommend a development life cycle strategy Troubleshoot data by viewing its lineage Configure data protection 15 - Manage semantic models in Power BI Use a Power BI gateway to connect to on-premises data sources Configure a semantic model scheduled refresh Configure incremental refresh settings Manage and promote semantic models Troubleshoot service connectivity Boost performance with query caching (Premium) 16 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 17 - Implement row-level security Configure row-level security with the static method Configure row-level security with the dynamic method Additional course details: Nexus Humans PL-300T00: Microsoft Power BI Data Analyst training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the PL-300T00: Microsoft Power BI Data Analyst course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.