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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components.
- Understanding the Power BI ecosystem.
- Installing and setting up Power BI Desktop.
Connecting to Data Sources
- Importing data from Excel, databases, and cloud platforms.
- Transforming data using Power Query.
- Cleaning and shaping financial data for analysis.
Data Modeling and DAX
- Establishing relationships between tables.
- Introduction to DAX formulas.
- Creating calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports with effective visualizations.
- Utilizing tables, charts, and KPIs strategically.
- Enhancing interactivity with slicers and filters.
Publishing and Sharing Reports
- Publishing reports to Power BI Service.
- Securely sharing dashboards with stakeholders.
- Scheduling data refreshes and configuring alerts.
Power BI Certification Preparation (PL-300)
- Exam overview and key objectives.
- Practice questions and strategic exam tips.
- Recommended study resources.
Best Practices for Financial Analysis
- Optimizing performance in Power BI.
- Designing user-friendly dashboards.
- Avoiding common pitfalls in implementation.
Summary and Next Steps
Requirements
- Foundational understanding of financial data and reporting standards.
- Proficiency with Excel or comparable spreadsheet tools.
Target Audience
- Financial analysts.
- Business intelligence professionals.
- Finance teams seeking to leverage Power BI for strategic 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.
