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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, databases, and cloud-based platforms.
  • Transforming data using Power Query.
  • Cleaning and structuring financial data for analysis.

Data Modeling and DAX

  • Establishing relationships between data tables.
  • Introduction to DAX formulas.
  • Developing calculated columns and measures.

Creating Reports and Dashboards

  • Designing financial reports using visual elements.
  • Utilizing tables, charts, and KPIs for clarity.
  • Enhancing interactivity with slicers and filters.

Publishing and Sharing Reports

  • Deploying reports to Power BI Service.
  • Securing dashboard sharing protocols.
  • Configuring data refresh schedules and alerts.

Power BI Certification Preparation (PL-300)

  • Reviewing exam objectives and structure.
  • Practicing with sample questions and exam strategies.
  • Identifying recommended study materials.

Best Practices for Financial Analysis

  • Optimizing Power BI performance.
  • Designing intuitive, user-centric dashboards.
  • Mitigating common errors and avoiding pitfalls.

Summary and Next Steps

Requirements

  • A foundational grasp of financial data and reporting standards.
  • Proficiency with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts.
  • Business intelligence specialists.
  • Finance teams seeking to enhance data-driven decision-making with Power BI.
 14 Hours

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