Data analytics for revenue assurance with Power BI
IntermediateData Analytics, Power BI and Business Intelligence
Revenue, audit and planning officers who report on collections and compliance.
- Duration
- 5 days
- Class size
- 10 to 25
- Delivery
- In person, Virtual, Hybrid
- Certification
- Certificate of completion
Revenue use case. Participants build a filing-compliance and arrears dashboard from an anonymised sample dataset.
Outcomes and modules
By the end, participants can
- Connect, clean and model taxpayer and collection data in Power BI
- Build dashboards that track filing compliance, arrears and collection trends
- Publish and govern reports for management and field offices
Modules
- Data sources and Power Query
- Data modelling and DAX basics
- Visual design for oversight
- Row-level security and publishing
- Capstone dashboard on a sample revenue dataset
One-month and two-month outline
One-month track (weeks 1 to 4)
4 weeks · 16 training days · 96 contact hours
Week 1 — Data foundations for revenue reporting
- Where collection, assessment and taxpayer data actually sits
- Connecting and profiling sources with Power Query
- Cleaning, typing and shaping messy extracts
- Documenting an extract so it can be rebuilt
Practical. Profile and clean an anonymised collections extract end to end.
Week 2 — Modelling taxpayer data
- Star schemas and why flat tables fail
- Relationships, cardinality and filter direction
- DAX measures for collections, arrears and compliance rates
- Time intelligence across filing periods
Practical. Build a working model over taxpayer, assessment and payment tables.
Week 3 — Visual design for oversight
- Choosing the chart that answers the question
- Compliance, arrears and trend pages
- Drill-through from national to office level
- Accessible colour, labelling and tabular figures
Practical. Produce a three-page dashboard for a management audience.
Week 4 — Publishing and governance
- Workspaces, apps and audience management
- Row-level security by region and office
- Refresh schedules and gateway basics
- Certifying and documenting a report
Practical. Publish the dashboard with row-level security applied by region.
Checkpoint: the one-month track is assessed here.
Two-month track (continues through weeks 5 to 8)
8 weeks · 32 training days · 192 contact hours
Week 5 — Advanced modelling and performance
- Calculation groups and reusable measure patterns
- Handling amendments, late filings and restatements
- Incremental refresh and large datasets
- Diagnosing and tuning slow reports
Practical. Rebuild the model to handle amended returns without double counting.
Week 6 — Reconciliation and data quality
- Matching declared returns against remittance records
- Exception and variance reporting
- Data lineage and impact analysis
- Handling refresh failures and source drift
Practical. Build an exception report that surfaces unmatched payments for follow-up.
Week 7 — Running the reporting service
- Release process and change control for reports
- Handling report requests from directorates
- Training and supporting report consumers
- The documentation pack a successor needs
Practical. Write the operating handbook for the dashboard you have built.
Week 8 — Capstone and panel review
- Consolidating the dashboard pack
- Writing the accompanying analytical narrative
- Defending method and data quality
- Roadmap for the next reporting cycle
Practical. Present the capstone dashboard pack to a panel and respond to challenge.
Capstone assessment and post-course evaluation.
Capstone. A published revenue-assurance dashboard pack — filing compliance, arrears ageing and collection trend — built on an anonymised dataset and presented to a review panel.
Entry requirements. Confident with spreadsheets. No prior Power BI experience assumed.
Download this outline (PDF)