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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components
- Understanding the broader Power BI ecosystem
- Installing and configuring Power BI Desktop
Connecting to Data Sources
- Importing data from Excel files, databases, and cloud platforms
- Transforming data using Power Query
- Cleaning and structuring financial data
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 using visualizations
- Effectively utilizing tables, charts, and KPIs
- Enhancing interactivity through slicers and filters
Publishing and Sharing Reports
- Deploying reports to Power BI Service
- Securely sharing dashboards with stakeholders
- Scheduling data refreshes and configuring alerts
Power BI Certification Preparation (PL-300)
- Overview of exam structure and objectives
- Practicing exam questions and tips
- Reviewing recommended study materials
Best Practices for Financial Analysis
- Optimizing Power BI performance
- Designing intuitive and user-friendly dashboards
- Identifying common pitfalls and strategies to avoid them
Summary and Next Steps
Requirements
- A foundational understanding of financial data and reporting standards.
- Basic proficiency with Excel or equivalent spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence professionals.
- Finance teams seeking to adopt Power BI for data-driven decision-making processes.
14 Hours
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.