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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
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.