Power BI for Financial Analysts: Exam Preparation (PL-300) Training Course

This instructor-led, live training in Mexico (online or onsite) is designed for business analysts, data analysts, and developers who want 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.

Power BI is an advanced analytics platform that empowers users to model, calculate, and visualize complex datasets using the DAX (Data Analysis Expressions) language and efficient data relationships.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to deepen their Power BI skills with advanced data modeling, custom calculations, and powerful visualization 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 visualization 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 modeling tools.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Mexico (online or onsite) is designed for technical professionals who want to gain a practical understanding of available cloud solutions, the data analysis processes required to work with cloud-based data, and hands-on experience applying tools like Power BI for data analysis.

Upon completing this training, participants will be able to:

• Install and configure Power BI.
• Evaluate various data solutions offered by cloud providers such as Azure.
• Understand the different structures, modeling approaches, and data warehouse designs used to store, manage, and access Big Data.
• Apply tools and techniques to clean data in preparation for analysis.
• Build reporting and analytics solutions using both on-premise and cloud data.
• Integrate data analytics solutions with a data warehouse.
• Mitigate data security risks and ensure data privacy.

Power BI is a robust business intelligence and data visualization platform that enables users to connect, transform, and visualize data from various sources.

This instructor-led live training (available online or on-site) is designed for users at beginner to intermediate levels who want to learn how to conduct data analysis and build interactive dashboards using Power BI.

By the end of this training, participants will be able to:

• Grasp fundamental concepts of data analysis and data-driven decision-making.
• Prepare, clean, and transform data using Power Query.
• Create visually engaging dashboards and interactive reports.
• Publish and share dashboards securely with stakeholders.

Course Format

• Interactive lectures and discussions.
• Practical exercises with Power BI using sample datasets.
• Guided exercises and live demonstrations.

Customization Options

• To request customized training for this course, please contact us to arrange.

This instructor-led, live training in Mexico (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.

This instructor-led live training in Mexico (online or onsite) is designed for data analysts who wish to learn techniques for preparing data in Excel and then visualizing it in Power BI.

Upon completion of this training, participants will be able to:

• Grasp the principles, objectives, and approaches of data analysis.
• Utilize DAX formulas in Power BI for complex calculations.
• Create and apply visualizations and charts tailored to specific analysis scenarios.
• Use Power View to transition from Excel-based Power BI to standalone Power BI.

Master the art of gathering and transforming data to build engaging, interactive dashboards.

Power BI stands out as a leading Data Visualization and Business Intelligence solution. It comprises a suite of data connectors, applications, and software services designed to retrieve data from diverse sources, process it, and generate visually stunning reports.

Additionally, Power BI enables you to publish your work for organizational use, ensuring seamless access across mobile devices, tablets, and other platforms. Through this Power BI Tutorial, we guide you step-by-step through connecting with various data sources, performing data transformations, and creating rich reports featuring charts, tables, matrices, maps, and more.

Microsoft Power BI turns your organizational data into compelling visualizations that enable new perspectives on data organization and analysis, allowing you to prioritize what matters most for achieving your objectives. This curriculum covers both Power BI Online and Power BI Desktop.

Target Audience:

This program is designed for Business Managers, Report Developers, Analysts, Project Managers, and Team Leads.

Learning Outcomes

By the end of this course, participants will have a foundational understanding of the topics listed below, along with the practical skills to apply and implement the concepts learned.

• Power BI
• Power BI Desktop
• Working with CSV, TXT, and Excel Worksheets
• Connecting to Databases
• Merging, Grouping, Summarizing, and Calculating Data
• Reporting
• Power BI Online

About the Training
This Microsoft Power Automate (formerly Flow) training introduces you to the Power Automate application, a vital part of the Power Platform. This tool allows you to automate and streamline repetitive tasks effectively, boosting your productivity and saving time on process management within your organization.

Purpose of the Training
The goal of this training is to equip you with comprehensive automation skills for daily activities. You will learn how to build efficient workflows using no-code or low-code approaches. Most workflows are configured through simple drag-and-drop actions.

How Will SharePoint Improve Your Work?
You will become adept at automating repetitive tasks, enhancing both your efficiency and confidence. Gaining these new skills will increase your chances of career advancement and significantly elevate your professional capabilities.

Where Can You Apply the Acquired Knowledge?
You can utilize the flows you create across most Office 365 applications and hundreds of others via built-in connectors. This will improve your data access experience and enhance the efficiency and reliability of your data processing and updates.

What Will You Learn?
You will improve information exchange with colleagues by creating a unified system that automates document, file, and information flows. Standardizing workflow creation methods will become easier, and you will help enhance your organization's security.

This instructor-led, live training in Mexico (online or onsite) is aimed at beginner-level to intermediate-level data professionals and business analysts who wish to effectively use 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 are fundamental pillars of the Microsoft Power Platform, empowering users to visualize data, automate workflows, and build low-code applications. This course offers a hands-on introduction to creating interactive dashboards and custom applications for business processes, integrating data across various systems, and enhancing operational efficiency.

This instructor-led live training (available online or in-person) is designed for business and IT professionals at beginner to intermediate levels who want to utilize Power BI and Power Apps to analyze data, automate workflows, and develop business solutions without requiring extensive coding skills.

Upon completing this training, participants will be able to:

• Connect, clean, and transform data using Power BI.
• Build interactive dashboards and reports to generate business insights.
• Design and publish custom applications using Power Apps.
• Automate repetitive workflows by leveraging Power Automate integration.
• Securely share and manage solutions within the Microsoft Power Platform ecosystem.

Course Format

• Interactive lectures and discussions.
• Hands-on exercises and data modeling practice.
• Project-based learning focused on guided app and dashboard creation.

Customization Options

• For information on customizing this training, please contact us to arrange.

This instructor-led, live training in Mexico (online or onsite) is designed for data professionals at the beginner to intermediate level who aim to build compelling data visualizations and dashboards using Power BI.

Upon completing this training, participants will be equipped to:

• Import and transform data from diverse sources.
• Develop and optimize data models.
• Create visually engaging and interactive reports and dashboards.
• Implement best practices in data visualization and dashboard design.
• Leverage advanced Power BI features for comprehensive data analysis.

Power BI is a business analytics tool used to transform data into interactive visualizations and insightful dashboards.

This instructor-led, live training (online or onsite) is aimed at beginner-level to advanced-level users who wish to build, visualize, and share analytical reports using Power BI.

At the conclusion of this course, participants will be capable of:

• Designing data-driven dashboards and reports with Power BI.
• Transforming raw data into meaningful visual insights.
• Applying advanced data modeling and DAX functions.
• Sharing, publishing, and managing reports within their organization.

Format of the Course

• Instructor-guided presentations and interactive discussions.
• Extensive hands-on exercises and applied data scenarios.
• Practical implementation using real datasets in a live environment.

Course Customization Options

• For tailored training aligned with your organizational needs, please contact us to arrange.

Power BI is a robust business analytics tool designed for visualizing financial and operational data.

This instructor-led, live training (available online or onsite) targets intermediate-level finance and HR professionals who want to effectively analyze and visualize cash flow and payroll data using Power BI.

Upon completion of this training, participants will be able to:

• Connect 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 distribute finance reports throughout the organization.

Course Format

• Interactive lectures and discussions
• Hands-on lab exercises using sample payroll and cash flow datasets
• Practical projects focused on report creation and automation

Customization Options for the Course

• To request customized training for this course, please contact us to arrange.

Power BI stands out as a robust data visualization and analytics platform, empowering organizations to convert intricate financial and HR data into actionable intelligence. This course centers on leveraging Power BI to scrutinize cash flow, evaluate payroll performance, and manage associated financial operations.

Designed for intermediate-level finance and HR professionals, this instructor-led live training (available online or onsite) equips participants with the skills to conduct in-depth cash flow tracking, analyze payroll trends, and generate comprehensive workforce cost reports.

Upon completion of this training, participants will be capable of:

• Creating Power BI reports to monitor incoming and outgoing cash.
• Developing payroll dashboards that integrate various cost centers and departments.
• Utilizing DAX formulas to compute labor costs, net cash flow, and future projections.
• Visualizing financial performance trends to support strategic decision-making.

Course Format

• Interactive lectures paired with guided discussions.
• Practical sessions on data analysis and dashboard creation within Power BI.
• Real-world exercises featuring financial and HR scenarios.

Customization Options

• To arrange a customized training version of this course, please contact us directly.