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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, relational databases, and cloud platforms
  • Transforming raw data using Power Query
  • Cleaning and structuring financial data for analysis

Data Modeling and DAX

  • Establishing relationships between data tables
  • Foundations of DAX formulas
  • Creating calculated columns and measures

Creating Reports and Dashboards

  • Designing financial reports using diverse visualizations
  • Effective use of tables, charts, and Key Performance Indicators (KPIs)
  • Enhancing interactivity through slicers and filters

Publishing and Sharing Reports

  • Deploying reports to Power BI Service
  • Securely sharing dashboards with stakeholders
  • Configuring scheduled data refreshes and setting up alerts

Power BI Certification Preparation (PL-300)

  • Exam scope and learning objectives
  • Practice questions and strategic exam tips
  • Recommended resources for further study

Best Practices for Financial Analysis

  • Optimizing performance within Power BI
  • Designing intuitive and user-friendly dashboards
  • Identifying and avoiding common pitfalls

Summary and Next Steps

Requirements

  • A foundational grasp of financial data structures and reporting standards
  • Working knowledge of Excel or comparable spreadsheet applications

Target Audience

  • Financial analysts seeking to enhance their reporting capabilities
  • Business intelligence professionals expanding their toolset
  • Finance teams aiming to integrate Power BI into their decision-making processes
 14 Hours

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