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Course Outline

Introduction to Power BI

  • Overview of Power BI capabilities 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, databases, and cloud platforms.
  • Performing data transformations with Power Query.
  • Techniques for cleaning and shaping financial datasets.

Data Modeling and DAX

  • Establishing relationships between data tables.
  • Fundamentals of DAX formulas.
  • Creating calculated columns and measures.

Creating Reports and Dashboards

  • Designing financial reports using effective visualizations.
  • Leveraging tables, charts, and KPIs for clear communication.
  • Enhancing interactivity with slicers and filters.

Publishing and Sharing Reports

  • Publishing reports to Power BI Service.
  • Ensuring secure sharing of dashboards.
  • Scheduling data refreshes and configuring alerts.

Power BI Certification Preparation (PL-300)

  • Review of exam structure and key objectives.
  • Access to practice questions and strategic exam tips.
  • Guidance on recommended study resources.

Best Practices for Financial Analysis

  • Optimizing Power BI performance for large datasets.
  • Designing intuitive and user-friendly dashboards.
  • Identifying common pitfalls and strategies to avoid them.

Summary and Next Steps

Requirements

  • Foundational knowledge of financial data structures and reporting standards.
  • Proficiency with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts.
  • Business intelligence professionals.
  • Finance teams seeking to adopt Power BI for data-driven strategic decisions.
 14 Hours

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