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Course Outline
Getting Started with Power BI
- Overview of Power BI and its core components
- Understanding the Power BI ecosystem
- Installing and configuring Power BI Desktop
Integrating Data Sources
- Importing data from Excel, databases, and cloud platforms
- Transforming data with Power Query
- Cleaning and structuring financial datasets
Data Modeling and DAX
- Establishing relationships between tables
- Introductory DAX formulas
- Developing calculated columns and measures
Building Reports and Dashboards
- Designing financial reports using visualizations
- Effective use of tables, charts, and KPIs
- Enhancing interactivity with slicers and filters
Distributing Reports
- Publishing reports to Power BI Service
- Securely sharing dashboards with stakeholders
- Automating data refresh and configuring alerts
Preparing for Power BI Certification (PL-300)
- Exam structure and key objectives
- Sample questions and examination strategies
- Recommended learning resources
Best Practices for Financial Analysis
- Optimizing Power BI performance
- Creating intuitive, user-friendly dashboards
- Identifying and avoiding common pitfalls
Wrap-Up and Future Directions
Requirements
- A foundational grasp of financial data structures and reporting standards
- Basic proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams aiming to adopt Power BI for enhanced decision-making
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.
