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Duration 14 hours
Course Outline
Introduction to Power BI
- Overview of Power BI and its core components.
- Comprehending the broader Power BI ecosystem.
- Installing and configuring Power BI Desktop.
Connecting to Data Sources
- Importing data from Excel, databases, and cloud-based sources.
- Executing data transformations with Power Query.
- Cleaning and structuring financial data for analysis.
Data Modeling and DAX
- Establishing relationships between different tables.
- Fundamentals of DAX formulas.
- Developing calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports utilizing diverse visualizations.
- Strategic use of tables, charts, and KPIs.
- Enhancing interactivity through slicers and filters.
Publishing and Sharing Reports
- Deploying reports to the Power BI Service.
- Ensuring secure sharing of dashboards.
- Configuring scheduled data refreshes and alert mechanisms.
Power BI Certification Preparation (PL-300)
- Exam structure and key objectives.
- Reviewing practice questions and exam strategies.
- Access to recommended study materials.
Best Practices for Financial Analysis
- Optimizing performance within Power BI.
- Crafting user-friendly and intuitive dashboards.
- Identifying common pitfalls and strategies to avoid them.
Summary and Next Steps
Requirements
- A foundational grasp of financial data structures and reporting principles.
- Proficiency in Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts seeking to enhance their toolset.
- Business intelligence professionals.
- Finance teams aiming to adopt Power BI for informed, data-driven decision-making.
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.