Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI is a powerful business intelligence tool that enables financial analysts to visualize data, create reports, and make data-driven decisions.
This instructor-led, live training (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use Power BI for data analysis, reporting and dashboard creation, and prepare for Power BI certification (PL-300).
By the end of this training, participants will be able to:
- Navigate and use Power BI Desktop and Power BI Service.
- Connect to various data sources and transform data using Power Query.
- Create interactive dashboards and reports.
- Use DAX (Data Analysis Expressions) for calculations and data modeling.
- Publish and share reports securely within an organization.
- Prepare for Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Power BI
- Overview of Power BI and its components
- Understanding the Power BI ecosystem
- Installation and setup of Power BI Desktop
Connecting to Data Sources
- Importing data from Excel, databases, and cloud sources
- Data transformation using Power Query
- Cleaning and shaping financial data
Data Modeling and DAX
- Creating relationships between tables
- Introduction to DAX formulas
- Building calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports with visualizations
- Using tables, charts, and KPIs effectively
- Adding interactivity with slicers and filters
Publishing and Sharing Reports
- Publishing reports to Power BI Service
- Sharing dashboards securely
- Scheduling data refresh and setting up alerts
Power BI Certification Preparation (PL-300)
- Exam overview and objectives
- Practice questions and exam tips
- Recommended study resources
Best Practices for Financial Analysis
- Optimizing performance in Power BI
- Designing user-friendly dashboards
- Common pitfalls and how to avoid them
Summary and Next Steps
Requirements
- Basic understanding of financial data and reporting
- Familiarity with Excel or similar spreadsheet tools
Audience
- Financial analysts
- Business intelligence professionals
- Finance teams looking to leverage Power BI for data-driven decision-making
Open Training Courses require 5+ participants.
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Power BI for Financial Analysts: Certification Preparation (PL-300) - Consultancy Enquiry
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Testimonials (5)
That the trainer was asking from time to time about our steps, the work was split between the rooms. So, we got the chance to work in small group.
Alina - Sustainalytics
Course - Microsoft Power Automate
The content was tough but that extra effort I had to put helped me remember and understand power BI better.
Melvin - TLI Group
Course - Power BI DAX Fundamentals
Discussing about our issues
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
Course - Power BI for Developers
What I liked the most was the coach's openness regarding the change in content as well as the approach that was previously prepared to accommodate our real needs
Ernesto Sitoe Junior - Electricidade de Mocambique
Course - Advanced Power BI
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
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