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 Duration 14 hours

Course Outline

Introduction to Power BI

  • Overview of Power BI and its core components
  • Understanding the Power BI ecosystem
  • Installation and initial setup of Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud platforms
  • Data transformation techniques using Power Query
  • Cleaning and shaping financial datasets

Data Modeling and DAX

  • Establishing relationships between data tables
  • Introduction to DAX formulas
  • Developing calculated columns and measures

Creating Reports and Dashboards

  • Designing financial reports utilizing advanced visualizations
  • Effective use of tables, charts, and KPIs
  • Enhancing interactivity with slicers and filters

Publishing and Sharing Reports

  • Publishing reports to Power BI Service
  • Securely sharing dashboards with stakeholders
  • Scheduling data refreshes and configuring alerts

Power BI Certification Preparation (PL-300)

  • Exam overview and learning objectives
  • Practice questions and strategic exam tips
  • Recommended study resources

Best Practices for Financial Analysis

  • Optimizing performance within Power BI
  • Designing user-friendly and intuitive dashboards
  • Identifying common pitfalls and strategies to avoid them

Summary and Next Steps

Requirements

  • A foundational understanding of financial data structures and reporting standards.
  • Familiarity with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts.
  • Business intelligence professionals.
  • Finance teams seeking to leverage Power BI for data-driven decision-making.

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