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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components
- Exploring the Power BI ecosystem
- Installing and configuring Power BI Desktop
Connecting to Data Sources
- Importing data from Excel, databases, and cloud platforms
- Transforming data using Power Query
- Cleaning and shaping financial datasets
Data Modeling and DAX
- Establishing relationships between tables
- Introduction to DAX formulas
- Constructing calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports using various visualizations
- Effectively utilizing tables, charts, and KPIs
- Enhancing interactivity with slicers and filters
Publishing and Sharing Reports
- Publishing reports to Power BI Service
- Securely sharing dashboards
- Scheduling data refreshes and configuring alerts
Power BI Certification Preparation (PL-300)
- Exam overview and learning objectives
- Practice questions and exam strategies
- Recommended study materials
Best Practices for Financial Analysis
- Optimizing Power BI performance
- Designing intuitive dashboards
- Identifying and avoiding common errors
Summary and Next Steps
Requirements
- Fundamental knowledge of financial data and reporting standards
- Experience with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams seeking to adopt Power BI for data-driven strategies
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.