Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
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.