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Course Outline
Fundamentals of Power BI
- Introduction to Power BI and its core components
- Understanding the broader Power BI ecosystem
- Installing and configuring Power BI Desktop
Integration with Data Sources
- Importing data from Excel, relational databases, and cloud platforms
- Applying data transformations through Power Query
- Cleaning and structuring financial datasets
Data Modeling and DAX Essentials
- Establishing relationships between data tables
- Introduction to DAX formula syntax
- Developing calculated columns and measures
Designing Reports and Dashboards
- Crafting financial reports using varied visualization types
- Effectively utilizing tables, charts, and Key Performance Indicators (KPIs)
- Enhancing interactivity through slicers and filters
Report Publication and Distribution
- Publishing reports to the Power BI Service
- Implementing secure dashboard sharing protocols
- Configuring scheduled data refreshes and alert settings
Preparing for Power BI Certification (PL-300)
- Exam structure and learning objectives
- Review of practice questions and exam strategies
- Recommended learning resources for further study
Best Practices for Financial Analytics
- Optimizing Power BI performance
- Designing intuitive and user-friendly dashboards
- Identifying and avoiding common analytical pitfalls
Conclusion and Future Steps
Requirements
- Fundamental knowledge of financial data structures and reporting standards
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams aiming to enhance data-driven decision-making capabilities using 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.