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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components.
- Understanding the broader Power BI ecosystem.
- Installation and initial setup of Power BI Desktop.
Connecting to Data Sources
- Importing data from Excel, databases, and cloud-based sources.
- Transforming data structures using Power Query.
- Cleaning and shaping financial datasets for analysis.
Data Modeling and DAX
- Establishing relationships between data tables.
- Fundamentals of DAX formulas.
- Creating calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports with effective visualizations.
- Leveraging tables, charts, and KPIs for clarity.
- Enhancing user interaction with slicers and filters.
Publishing and Sharing Reports
- Distributing reports to Power BI Service.
- Securely sharing dashboards with stakeholders.
- Configuring automated data refresh and alert systems.
Power BI Certification Preparation (PL-300)
- Overview of exam objectives and scope.
- Practicing with sample questions and exam strategies.
- Review of recommended study resources.
Best Practices for Financial Analysis
- Optimizing performance within Power BI models.
- Designing intuitive and user-friendly dashboards.
- Identifying common pitfalls and strategies to avoid them.
Summary and Next Steps
Requirements
- Fundamental knowledge of financial data and reporting standards.
- Basic proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to harness Power BI for data-driven strategic decisions.
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.