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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

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