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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
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.