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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

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