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Course Outline

Introduction to Power BI

  • Comprehensive overview of Power BI and its core components
  • Understanding the broader Power BI ecosystem
  • Installing and configuring Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel files, databases, and cloud platforms
  • Transforming data structures using Power Query
  • Cleaning and structuring financial data for analysis

Data Modeling and DAX

  • Establishing relationships between data tables
  • Fundamentals of DAX formulas
  • Constructing calculated columns and measures

Creating Reports and Dashboards

  • Designing financial reports utilizing advanced visualizations
  • Effectively employing tables, charts, and KPIs
  • Enhancing interactivity through slicers and filters

Publishing and Sharing Reports

  • Deploying reports to the Power BI Service
  • Securing dashboard sharing protocols
  • Configuring automated data refreshes and setting up alerts

Power BI Certification Preparation (PL-300)

  • Exam scope and key objectives
  • Reviewing practice questions and examination strategies
  • Recommended learning resources for success

Best Practices for Financial Analysis

  • Optimizing performance metrics in Power BI
  • Designing intuitive and user-friendly dashboards
  • Identifying common pitfalls and strategies to avoid them

Summary and Next Steps

Requirements

  • A foundational understanding 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 leverage Power BI for informed, data-driven decisions.
 14 Hours

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