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Course Outline
Introduction to Power BI
- Overview of Power BI architecture and core components.
- Understanding the broader Power BI ecosystem.
- Installation and initial setup of Power BI Desktop.
Connecting to Data Sources
- Importing data from Excel, relational databases, and cloud-based sources.
- Performing data transformations using Power Query.
- Cleaning and structuring financial data for analysis.
Data Modeling and DAX
- Establishing relationships between data tables.
- Introduction to DAX formula syntax and logic.
- Creating calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports utilizing various visualization types.
- Effective use of tables, charts, and Key Performance Indicators (KPIs).
- Enhancing interactivity through slicers and filters.
Publishing and Sharing Reports
- Deploying reports to Power BI Service.
- Implementing secure dashboard sharing protocols.
- Configuring scheduled data refreshes and setting up automated alerts.
Power BI Certification Preparation (PL-300)
- Review of exam structure and learning objectives.
- Practice questions and strategic exam tips.
- Curated list of recommended study materials.
Best Practices for Financial Analysis
- Optimizing performance within Power BI models.
- Designing intuitive, user-friendly dashboards.
- Identifying common pitfalls and strategies to avoid them.
Summary and Next Steps
Requirements
- A foundational grasp of financial data structures and reporting standards.
- Working proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to enhance data-driven decision-making through 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.
