Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI serves as a robust business intelligence platform, empowering financial analysts to visualize complex data, generate comprehensive reports, and drive decisions based on data insights.
This live, instructor-led training, available either online or at your location, is designed for financial analysts at the beginner stage. The course focuses on equipping participants with the skills to utilize Power BI for data analysis, reporting, and dashboard development, while also preparing them for the Power BI certification exam (PL-300).
Upon completion of this training, participants will be capable of:
- Effectively navigating and utilizing both Power BI Desktop and Power BI Service.
- Connecting to diverse data sources and transforming data through Power Query.
- Developing interactive dashboards and reports.
- Applying DAX (Data Analysis Expressions) for calculations and data modeling.
- Publishing and securely sharing reports within an organizational framework.
- Preparing for the Power BI certification exam (PL-300: Microsoft Power BI Data Analyst).
Course Format
- Engaging lectures and group discussions.
- Extensive exercises and practical application.
- Hands-on implementation in a live-lab environment.
Customization Options
- For customized training arrangements for this course, please contact us to discuss your specific needs.
Course Outline
Introduction to Power BI
- Overview of Power BI and its core components
- Understanding the Power BI ecosystem
- Installation and setup of Power BI Desktop
Connecting to Data Sources
- Importing data from Excel, databases, and cloud platforms
- Data transformation using Power Query
- Cleaning and shaping financial data
Data Modeling and DAX
- Establishing relationships between tables
- Introduction to DAX formulas
- Building calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports with visualizations
- Using tables, charts, and KPIs effectively
- Adding interactivity with slicers and filters
Publishing and Sharing Reports
- Publishing reports to Power BI Service
- Sharing dashboards securely
- Scheduling data refresh and setting up alerts
Power BI Certification Preparation (PL-300)
- Exam overview and objectives
- Practice questions and exam tips
- Recommended study resources
Best Practices for Financial Analysis
- Optimizing performance in Power BI
- Designing user-friendly dashboards
- Common pitfalls and how to avoid them
Summary and Next Steps
Requirements
- Fundamental knowledge of financial data and reporting processes
- Proficiency with Excel or comparable spreadsheet software
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance departments aiming to adopt Power BI for data-driven decision-making
Open Training Courses require 5+ participants.
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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.
CAMILLE LA PENA - Brave Connective Holdings, Inc.
Course - Power BI for Financial Analysts: Certification Preparation (PL-300)
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