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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

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