Description

Power BI Training for Legal and Compliance Professionals (2 Days)

The “Power BI Training for Legal and Compliance Professionals” is a comprehensive two-day, tutor-led online course designed specifically for legal and compliance teams. This course covers the unique data attributes in the legal and compliance fields, focusing on case data, regulatory requirements, and data governance. Participants will learn how to integrate data from various internal systems, ensure data quality, and apply DAX for advanced legal and compliance analysis. The course also emphasizes the design of effective dashboards for legal teams, compliance monitoring, and the automation of regulatory reporting. Additionally, attendees will explore deployment strategies for Power BI within legal departments, ensuring seamless integration with existing compliance tools. By the end of the course, participants will be equipped to create powerful data-driven insights tailored to the legal and compliance sectors.

COURSE OUTLINE

Legal and Compliance Data Attributes

Types of Data in Legal and Compliance

Case Data (Litigation, Arbitration, etc.)

Data Sources and Integration

Internal Data Repositories (Legal Document Management Systems, ERP Systems)

Data Governance and Compliance

Data Governance Framework

Legal Data Classification and Categorization

Ensuring Data Quality

Data Accuracy and Completeness

Using DAX for Legal and Compliance Analysis

Introduction to DAX in Legal Contexts

Key DAX Functions for Legal Data (CALCULATE, FILTER, RELATED)

Advanced DAX Calculations for Compliance

Creating Compliance KPIs (Regulatory Compliance Rate, Audit Pass Rate)

Building Effective Legal Dashboards

Designing Dashboards for Legal Teams

Key Metrics for Legal Dashboards (Case Load, Win/Loss Ratio)

Compliance Monitoring Dashboards

Visualizing Regulatory Compliance

Reporting for Audits and Regulatory Submissions

Preparing Data for Audits

Documenting Data Sources and Data Lineage

Automating Regulatory Reporting

Building Templates for Regulatory Reports

Deployment Strategies

Power BI in Legal Departments

Deployment Models (On-Premises vs. Cloud)

Power BI for Compliance Officers

Integration with Compliance Tools