Power Query, Power Pivot & Power BI for Actuaries

Einleitung/Dauer

This web session is designed to empower actuaries to enhance their existing toolkits with practical skills in three of Microsoft’s most powerful data tools.

Focussing on real-world actuarial applications, this web session will demonstrate practical ways to prepare, analyse and visualise data using these tools thin the familiar environment of MS Excel and beyond.

Preliminary Programme
Monday, 15 June 2026
10:00-12:00 Topics:

• Excel-to-Power BI Actuarial Workflow
• Power Query (Automated Data Preparation / ETL)
• Power Pivot & Data Modeling
• Advanced Calculations with DAX (and M)
• Interactive Visualisation & Reporting in Power BI

All the above times are given in CEST (Central European Summer Time).

Vorgehensweise und Ziele

Starting from Microsoft Excel, this web session will demonstrate how Power Query, Power Pivot, and Power BI can be integrated to create a seamless and efficient actuarial data workflow. Power Query, via the M language, enables automated data extraction and transformation. Power Pivot allows for the construction of robust Data Models and the use of the DAX language for advanced calculations.

These Data Models can be copied directly from Power Query into Power BI, where interactive visualisations and reporting further enhance actuarial analysis. The session focuses on practical actuarial examples, illustrating how the combined use of M, DAX, and the Data Model across all three tools enables actuaries to manage complex data tasks more efficiently and deliver clearer, more impactful results.

Teilnehmer

This web session is intended for all actuaries who want to enhance their data skills and apply them directly to actuarial tasks.

Technical Requirements
Please check with your IT department if your firewall and computer settings support web session participation (the programme Zoom will be used for this online training). Please also make sure to join the web session with a stable internet connection.

Dozierende

Jennifer Loftus
Jennifer is an actuary and accountant with over 20 years’ experience in the insurance industry. She is an Executive Director, Group CFO and Chief Actuary with Acorn Life in Ireland. She is an Independent Non-Executive Director of Vhi, Ireland’s largest health insurer. Jennifer is a Fellow of the Institute and Faculty of Actuaries (UK), the Society of Actuaries in Ireland and the Association of Chartered Certified Accountants. She holds an MSc in Data Analytics and an MSc in Sustainability Leadership. Jennifer is a member of both the Society of Actuaries in Ireland’s Data Science Committee and Diversity, Equity, Accessibility & Inclusion Committee.

Sprache/Kurztitel

The language of the web session will be English.

CPD Credits
For this web session, the following CPD credits are available under the CPD scheme of the relevant national actuarial association:

• Austria: 2 points
• Belgium:  2 points
• Bulgaria:  3 points
• Croatia: individual accreditation
• Czechia:  2 hours
• Denmark 2 credits
• Estonia:  2 hours
• Finland: 2 points
• France:  12 points
• Germany:  2 hours
• Greece: 3 points
• Hungary:  2 hours
• Iceland: 2 credits
• Ireland: 2 hours
• Italy: individual accreditation
• Latvia: 2 hours
• Lithuania: 2 hours
• Netherlands:  approx. 2 points (individual accreditation)
• Norway: 2 points
• Poland: 2 hours
• Portugal: 2 hours
• Serbia: 2 hours
• Slovakia:  individual accreditation
• Slovenia:  individual accreditation
• Spain: CAC: 2 hours, IAE: 2 hours
• Switzerland:  individual accreditation
• USA: SOA (Section B): up to 2.4 hours

No responsibility is taken for the accuracy of this information.