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Course Outline

Introduction to Power BI

  • Overview of Power BI features and core components
  • Exploring the broader Power BI ecosystem
  • Installation and configuration of Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud platforms
  • Executing data transformations with Power Query
  • Cleaning and shaping financial datasets

Data Modeling and DAX

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

Creating Reports and Dashboards

  • Designing financial reports through effective visualization techniques
  • Utilizing tables, charts, and KPIs for clarity
  • Enhancing interactivity with slicers and filters

Publishing and Sharing Reports

  • Publishing reports to the Power BI Service
  • Managing secure dashboard sharing
  • Configuring scheduled data refreshes and alert notifications

Power BI Certification Preparation (PL-300)

  • Detailed exam overview and learning objectives
  • Practice questions and strategic exam tips
  • Recommended study materials and resources

Best Practices for Financial Analysis

  • Optimizing performance within Power BI environments
  • Designing intuitive and user-friendly dashboards
  • Identifying and mitigating common analytical pitfalls

Summary and Next Steps

Requirements

  • Fundamental knowledge of financial data structures and reporting standards
  • Experience with Excel or comparable spreadsheet applications

Target Audience

  • Financial analysts
  • Business intelligence specialists
  • Finance teams aiming to integrate Power BI into their data-driven strategies
 14 Hours

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