Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI is a robust business intelligence tool that empowers financial analysts to visualise data, generate reports, and make informed, data-driven decisions.
This instructor-led, live training (available online or on-site) is designed for beginner-level financial analysts who wish to learn how to use Power BI for data analysis, reporting, and dashboard creation, and prepare for Power BI certification (PL-300).
By the end of this training, participants will be able to:
- Navigate and use Power BI Desktop and Power BI Service.
- Connect to various data sources and transform data using Power Query.
- Create interactive dashboards and reports.
- Use DAX (Data Analysis Expressions) for calculations and data modelling.
- Publish and share reports securely within an organisation.
- Prepare for Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Format of the Course
- Interactive lecture and discussion.
- Ample exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customisation Options
- To request a customised training for this course, please contact us to arrange.
Course Outline
Introduction to Power BI
- Overview of Power BI and its components
- Understanding the Power BI ecosystem
- Installation and setup of Power BI Desktop
Connecting to Data Sources
- Importing data from Excel, databases, and cloud sources
- Data transformation using Power Query
- Cleaning and shaping financial data
Data Modelling and DAX
- Creating relationships between tables
- Introduction to DAX formulas
- Building calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports with visualisations
- Using tables, charts, and KPIs effectively
- Adding interactivity with slicers and filters
Publishing and Sharing Reports
- Publishing reports to Power BI Service
- Sharing dashboards securely
- Scheduling data refresh and setting up alerts
Power BI Certification Preparation (PL-300)
- Exam overview and objectives
- Practice questions and exam tips
- Recommended study resources
Best Practices for Financial Analysis
- Optimising performance in Power BI
- Designing user-friendly dashboards
- Common pitfalls and how to avoid them
Summary and Next Steps
Requirements
- Basic understanding of financial data and reporting
- Familiarity with Excel or similar spreadsheet tools
Audience
- Financial analysts
- Business intelligence professionals
- Finance teams looking to leverage Power BI for data-driven decision-making
Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793
Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course - Enquiry
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.
CAMILLE LA PENA - Brave Connective Holdings, Inc.
Course - Power BI for Financial Analysts: Certification Preparation (PL-300)
Related Courses
Advanced Power BI
21 HoursThis instructor-led, live training in Botswana (online or onsite) is aimed at business analysts, data analysts, and developers who wish to use the advanced features and tools in Power BI to perform complex data analysis and create interactive visual reports.
By the end of this training, participants will be able to:
- Install and configure Power BI and the necessary components.
- Understand and explore the advanced features, components, and tools in Power BI.
- Get valuable insights on advanced data analysis and strategy.
- Apply advanced data modeling techniques.
- Learn how to implement advanced formulas and calculations using DAX.
- Know the tips and tricks on data handling, visualization, and presentation.
- Make reports and dashboards interactive to enable collaboration within Power BI.
- Learn and explore embedded analytics in Power BI.
Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
14 HoursPower BI serves as a sophisticated analytics platform that enables users to model, calculate, and visualise complex datasets through the DAX (Data Analysis Expressions) language and efficient data relationships.
This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals seeking to deepen their Power BI expertise with advanced data modelling, custom calculations, and powerful visualisation techniques for business intelligence.
By the end of this training, participants will be able to:
- Design effective data models and manage relationships.
- Use DAX for calculated columns, measures, and advanced aggregations.
- Apply advanced visualisation and interactivity techniques.
- Optimize performance and implement efficient data refresh strategies.
Format of the Course
- Interactive lecture and live demonstrations.
- Hands-on labs with real-world datasets.
- Step-by-step problem-solving using DAX and modelling tools.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Analyzing Data with Power BI
28 HoursThis course examines the various methods and best practices aligned with business and technical requirements for modelling, visualizing, and analyzing data using Power BI. It also demonstrates how to access and process data from a variety of sources, including both relational and non-relational data. Furthermore, the course explores the implementation of appropriate security standards and policies across the Power BI ecosystem, covering datasets and groups. Topics include the management and deployment of reports and dashboards for sharing and content distribution. Finally, the course illustrates how to create paginated reports within the Power BI service and publish them to a workspace for integration into Power BI.
Data Analysis and Dashboarding with Power BI
7 HoursPower BI stands out as a robust business intelligence and data visualization solution, enabling users to link, modify, and illustrate information from diverse origins.
This trainer-led, live session (available online or on-site) targets beginners to intermediate users keen on mastering data analysis and crafting interactive dashboards via Power BI.
Upon completion of this training, participants will be equipped to:
- Grasp fundamental principles of data analysis and data-driven decision-making.
- Prepare, cleanse, and transform data utilizing Power Query.
- Construct visually engaging dashboards and interactive reports.
- Publish and distribute dashboards securely to stakeholders.
Course Format
- Engaging lectures and discussions.
- Practical experience with Power BI using sample datasets.
- Supervised exercises and live demonstrations.
Course Customization Options
- To arrange a bespoke training for this course, please reach out to us.
Data Analysis with Python, R, Power Query, and Power BI
21 HoursThis instructor-led, live training in Botswana (online or onsite) is aimed at beginner-level professionals who wish to clean and analyze data, make statistical projections, and create insightful visualizations using these tools.
By the end of this training, participants will be able to:
- Understand the basics of Python, R, Power Query, and Power BI for data analysis.
- Clean and organize datasets using Python and Power Query.
- Perform statistical analysis and projections with R.
- Create professional dashboards and reports with Power BI.
- Integrate and analyze data from multiple sources effectively.
Excel to Power BI
7 HoursThis instructor-led, live training in Botswana (online or onsite) is aimed at data analysts who wish to learn techniques for preparing data in Excel, then visualizing it in Power BI.
By the end of this training, participants will be able to:
- Understand the principles of data analysis, objectives of data analysis, and approaches for data analysis.
- Use DAX formulas in Power BI for complex calculations.
- Create and use visualizations and charts for particular analysis cases.
- Import with Power View to move from Excel based Power BI to independent Power BI.
Power BI Dashboards
14 HoursDiscover how to retrieve and transform data to craft interactive dashboards.
Power BI stands as one of the leading data visualization and business intelligence tools. It comprises a suite of data connectors, applications, and software services designed to extract data from various sources, transform it, and generate visually appealing reports.
Additionally, Power BI enables you to publish these reports for your organization, allowing access via mobile devices, tablets, and other platforms. In this Power BI tutorial, we guide you through a step-by-step process to connect with multiple data sources, perform data transformations, and create diverse reports such as charts, tables, matrices, and maps.
Power BI for Financial Analysts: Exam Preparation (PL-300)
7 HoursPower BI stands as a premier business intelligence platform, empowering financial professionals to convert intricate datasets into actionable financial insights. The PL-300 certification confirms your capability to prepare, model, visualise, and analyse data using Power BI tools.
This instructor-led, live training (available online or onsite) targets intermediate-level financial analysts keen on bolstering their Power BI skills while preparing for the Microsoft PL-300 Data Analyst Associate exam.
Upon completing this training, participants will be able to:
- Prepare and transform financial data for analysis using Power Query.
- Design optimised financial data models aligned with PL-300 requirements.
- Create financial dashboards featuring KPIs, ratios, and variance analysis.
- Apply exam-relevant concepts and best practices for certification success.
Format of the Course
- Interactive lecture and certification-oriented discussions.
- Hands-on labs using financial datasets and case studies.
- Exam-focused exercises and simulation practice questions.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
PL-300T00: Microsoft Power BI Data Analyst
21 HoursThis course covers the methodologies and best practices aligned with business and technical needs for modelling, visualizing, and analysing data using Power BI. It demonstrates how to access and process data from diverse sources, including relational and non-relational data. The course explores the implementation of security standards and policies across the Power BI ecosystem, encompassing datasets and groups. Additionally, it addresses the management and deployment of reports and dashboards for effective sharing and content distribution.
Creating Dashboards Using Microsoft Power BI
14 HoursMicrosoft Power BI converts your organisational data into compelling visuals that enable fresh perspectives on how to approach and structure your data, allowing you to concentrate on what matters most for achieving your objectives. This programme addresses both Power BI Online and Power BI Desktop.
Audience:
This course is designed for Business Managers, Report Developers, Analysts, Project Managers, and Team Leads.
Upon Completing the Course
After finishing this course, learners will have a foundational grasp of the subjects outlined below, along with the capacity to apply and implement the concepts acquired.
- Power BI
- Power BI Desktop
- Engaging with CSV, TXT, and Excel Worksheets
- Establishing connections to Databases
- Combining, Grouping, Summarizing, and Calculating Data
- Reporting
- Power BI Online
Power BI
14 HoursThis instructor-led, live training in Botswana (online or onsite) targets beginner to intermediate data professionals and business analysts who aim to effectively utilize Power BI for data analysis and visualization.
By the end of this training, participants will be able to:
- Understand Power BI's architecture and its core components.
- Connect to various data sources and perform data transformations.
- Create effective visualizations and interactive dashboards.
- Implement row-level security and manage data access.
Power BI and Power Apps for Data Visualization and Business Process Automation
21 HoursPower BI and Power Apps form the core of the Microsoft Power Platform, empowering users to visualize data, automate workflows, and create low-code applications. This course offers a hands-on introduction to developing interactive dashboards and tailored apps for business processes, linking data across diverse systems, and enhancing operational efficiency.
Delivered as an instructor-led live training (available online or onsite), this programme is designed for beginner to intermediate business and IT professionals who aim to leverage Power BI and Power Apps for data analysis, workflow automation, and business solution development without requiring extensive coding expertise.
Upon completion of this training, participants will be able to:
- Connect, clean, and transform data using Power BI.
- Create interactive dashboards and reports to derive business insights.
- Design and publish custom apps using Power Apps.
- Automate repetitive workflows via Power Automate integration.
- Share and manage solutions securely within the Microsoft Power Platform ecosystem.
Format of the Course
- Interactive lectures and discussions.
- Hands-on exercises and data modelling practice.
- Project-based learning featuring guided app and dashboard creation.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Power BI: Basics to Advanced
35 HoursThis instructor-led, live training session in Botswana (online or on-site) is aimed at beginner-level to intermediate-level data professionals who wish to create compelling data visualizations and dashboards with Power BI.
By the end of this training, participants will be able to:
- Import and transform data from various sources.
- Develop and optimize data models.
- Create visually appealing and interactive reports and dashboards.
- Apply best practices in data visualization and dashboard design.
- Utilize advanced features of Power BI for in-depth data analysis.
Power BI: Basic, Intermediate, and Advanced
14 HoursPower BI serves as a robust business analytics platform, enabling users to convert raw data into engaging visualisations and insightful dashboards.
This instructor-led live training, available online or onsite, is designed for users ranging from beginner to advanced levels who aspire to construct, visualise, and distribute analytical reports using Power BI.
Upon completing this course, participants will be able to:
- Create data-driven dashboards and reports using Power BI.
- Convert raw data into meaningful visual insights.
- Utilise advanced data modelling techniques and DAX functions.
- Publish, share, and manage reports within their organisation.
Course Format
- Instructor-led presentations combined with interactive discussions.
- Extensive practical exercises and real-world data scenarios.
- Hands-on implementation using real datasets in a live environment.
Course Customisation Options
- For bespoke training tailored to your organisational requirements, please contact us to arrange.
Power BI for Cash Flow and Payroll Analysis
14 HoursPower BI serves as a robust business analytics platform designed for visualising financial and operational data.
This instructor-led live training, available online or onsite, targets intermediate-level finance and HR professionals seeking to leverage Power BI to effectively analyse and visualise cash flow and payroll data.
Upon completion of this training, participants will be equipped to:
- Link Power BI to financial and payroll data sources.
- Develop dashboards to monitor cash inflows and outflows.
- Construct interactive payroll reports featuring key HR and cost metrics.
- Model time-based data to assess trends and variances.
- Automate and disseminate finance reports throughout the organisation.
Course Format
- Interactive lectures and discussions
- Hands-on lab exercises utilising sample payroll and cash flow datasets
- Practical projects focused on report creation and automation
Course Customisation Options
- To request a bespoke training session for this course, please contact us to make arrangements.