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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.

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