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Course Outline
Foundations of Power BI
- High-level overview of Power BI and its core components
- Exploring the broader Power BI ecosystem
- Installing and configuring Power BI Desktop
Data Connectivity
- Importing data from Excel files, databases, and cloud platforms
- Transforming datasets using Power Query
- Cleaning and structuring financial data for analysis
Data Modeling and DAX
- Establishing relationships between data tables
- Introductory concepts of DAX formulas
- Developing calculated columns and measures
Report and Dashboard Design
- Crafting financial reports using visual elements
- Effective use of tables, charts, and Key Performance Indicators (KPIs)
- Enhancing interactivity through slicers and filters
Distribution and Collaboration
- Publishing reports to the Power BI Service
- Implementing secure dashboard sharing protocols
- Configuring scheduled data refreshes and automated alerts
PL-300 Certification Readiness
- Detailed exam overview and learning objectives
- Practicing with sample questions and exam strategies
- Access to recommended study materials
Advanced Financial Analysis Practices
- Optimizing performance within the Power BI environment
- Designing intuitive, user-centric dashboards
- Identifying and mitigating common analytical pitfalls
Conclusion and Future Steps
Requirements
- A foundational grasp of financial data structures and reporting standards.
- Working proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Financial Analysts.
- Business Intelligence Professionals.
- Finance teams aiming to harness Power BI for strategic, data-driven 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.