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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.
Testimonials (2)
I like the DAX.
Lorevy Nepomuceno - Brave Connective Holdings, Inc.
Course - Power BI for Financial Analysts: Certification Preparation (PL-300)
Trainor is hands on with each activities. He has given tips on where we should focus and what best practices should we use.