A tailored course, built for your situation
Mastering SOC 2 for Power BI and Data Compliance Practitioners
Turn audit requirements into automated, repeatable compliance workflows using Power BI and structured controls mapping.
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Spending too long translating SOC 2 controls into evidence-ready reports?
The situation this course is for
Compliance teams often restart from scratch each cycle, manually mapping controls to spreadsheets and static docs. This creates lag, inconsistency, and audit friction.
Who this is for
Mid-level compliance analyst or data QA professional in a Big4 or audit-driven firm, using Power BI to support control visibility and evidence reporting.
Who this is not for
Executives seeking board-level summaries, developers building SOC 2 into code, or firms without existing compliance audit cycles.
What you walk away with
- Translate SOC 2 control objectives into Power BI dashboard logic within hours, not days
- Automate evidence pipelines from source systems to auditor-ready outputs
- Re-use control-to-dashboard templates across engagements and trust service criteria
- Reduce manual review time by 50%+ using structured data layer mapping
- Own end-to-end compliance reporting track from policy to artefact
The 12 modules (with all 144 chapters)
Module 1. SOC 2 Control Language Decoding
Break down SOC 2 control descriptions into actionable data requirements and testable logic for Power BI integration.
12 chapters in this module
- Control objective mapping
- Trust service criteria alignment
- Verb-based control decomposition
- Data sourcing triggers
- Evidence type by control
- Threshold identification
- Control owner signals
- Frequency extraction
- Documentation triggers
- Output specification
- Version control basics
- Cross-reference indexing
Module 2. Power BI Compliance Architecture
Design report structures that align with SOC 2 audit cycles and evidence requirements.
12 chapters in this module
- Audit-ready dashboard layout
- Data lineage tagging
- Version-controlled workspaces
- Role-based access logic
- Timestamped evidence export
- Automated control summaries
- Drill-down governance
- Source system linking
- Data freshness indicators
- Control status flags
- Remediation tracking
- Reviewer annotation fields
Module 3. Automated Evidence Pipelines
Connect Power BI to live data sources to generate real-time compliance indicators.
12 chapters in this module
- API integration patterns
- Authentication handling
- Scheduled data refresh
- Threshold monitoring
- Exception alerts
- Snapshot preservation
- Log ingestion basics
- User activity tracking
- Access review sync
- Change detection logic
- Auto-flag deviations
- Evidence packaging
Module 4. Control Mapping Templates
Use reusable frameworks to map new controls rapidly without redesign.
12 chapters in this module
- Template library setup
- Control clause matching
- Field auto-population
- Risk-tier tagging
- Cross-domain linking
- Ownership assignment
- Status tracking
- Audit trail integration
- Review cycle planning
- Gap identification
- Update propagation
- Version comparison
Module 5. Dashboard-to-Audit Handoff
Structure outputs so auditors can validate without back-and-forth.
12 chapters in this module
- Auditor navigation design
- Evidence completeness check
- Control narrative pairing
- Timestamped screenshots
- Policy reference linking
- Finding response setup
- Remediation tracking
- Review cycle notes
- Access provisioning
- Export formatting
- Compliance summary view
- Executive overview tab
Module 6. Recurring Reporting Workflows
Reduce cycle time for annual or semi-annual SOC 2 renewals.
12 chapters in this module
- Update impact analysis
- Change detection logic
- Version comparison tools
- Stale data alerts
- Auto-draft generation
- Reviewer assignment
- Feedback loop integration
- Status dashboards
- Deadline tracking
- Resource planning
- Audit prep mode
- Handover checklists
Module 7. Data Layer Standardization
Build consistent input layers for multiple SOC 2 controls.
12 chapters in this module
- Common schema design
- Control data dictionary
- Field naming standards
- Data type consistency
- Timezone handling
- User identifier formats
- Log entry normalization
- Access method codification
- Event categorization
- Risk scoring inputs
- Ownership data fields
- Retention rule tagging
Module 8. QA Validation for Compliance Outputs
Apply QA testing principles to compliance dashboards and evidence.
12 chapters in this module
- Test case design
- Expected vs actual
- Boundary condition checks
- Data integrity tests
- Access control tests
- Audit log validation
- Remediation verification
- Review cycle simulation
- Error injection
- Reconciliation logic
- Version validation
- Sign-off readiness
Module 9. Cross-Control Reuse Strategies
Leverage work from one control area to accelerate others.
12 chapters in this module
- Common control identification
- Shared data sources
- Template inheritance
- Evidence repurposing
- Ownership overlap
- Audit frequency alignment
- Risk correlation
- Status roll-up
- Dashboard modularity
- Version sync
- Cross-domain narratives
- Efficiency tracking
Module 10. Stakeholder Communication Design
Tailor views to different audiences without recreating reports.
12 chapters in this module
- Executive summary tab
- Auditor-focused views
- Control owner alerts
- Remediation dashboards
- Escalation workflows
- Comment integration
- Status sharing
- Meeting prep exports
- Presentation mode
- Annotation tools
- Feedback capture
- Access logging
Module 11. Change Management in Compliance
Track and report on control modifications over time.
12 chapters in this module
- Version history
- Change approval
- Impact assessment
- Stakeholder notification
- Evidence update
- Audit trail update
- Dashboard refresh
- Reviewer reassignment
- Status recalculation
- Finding resolution
- Documentation update
- Final sign-off
Module 12. Compliance Maturity Scaling
Use structured outputs to advance firm-wide compliance capability.
12 chapters in this module
- Benchmarking progress
- Template sharing
- Training material creation
- Best practice documentation
- Cross-team adoption
- Tooling standardization
- Efficiency metrics
- Audit outcome tracking
- Remediation speed
- Reviewer feedback
- Continuous improvement
- Leadership reporting
How this maps to your situation
- New SOC 2 implementation
- Annual renewal cycle
- Multi-system evidence aggregation
- Cross-functional control ownership
Before vs. after
Before
Manual control mapping, ad-hoc evidence collection, recurring rework in audit cycles
After
Automated Power BI dashboards with live evidence, reusable templates, and faster audit readiness
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to be completed within 6 weeks with real-world application.
If nothing changes
Continue relying on static documentation and manual reconciliation, leading to longer cycles, higher error risk, and missed opportunities to lead compliance innovation.
How this compares to the alternatives
Generic SOC 2 training covers theory; generic Power BI courses ignore compliance context. This course bridges both with audit-specific workflows and artefacts.
Frequently asked
Is this course focused on Power BI or SOC 2?
It bridges both: using Power BI as a tool to execute and automate SOC 2 compliance work.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I need coding skills?
No. The course uses Power BI’s interface and logical design, no DAX or Python required.
$199 one-time. Approximately 3 hours per module, designed to be completed within 6 weeks with real-world application..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours