Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
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.