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 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
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.