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 Duration 14 hours

Course Outline

Introduction to Power BI

  • Comprehensive overview of Power BI and its core components
  • Exploring the broader Power BI ecosystem
  • Step-by-step installation and configuration of Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel files, databases, and cloud-based platforms
  • Executing data transformations with Power Query
  • Cleaning and shaping financial data for analysis

Data Modeling and DAX

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

Creating Reports and Dashboards

  • Designing financial reports utilizing various visualization techniques
  • Effective use of tables, charts, and Key Performance Indicators (KPIs)
  • Enhancing user interactivity through slicers and filters

Publishing and Sharing Reports

  • Deploying reports to the Power BI Service
  • Implementing secure dashboard sharing protocols
  • Configuring automated data refresh schedules and alert systems

Power BI Certification Preparation (PL-300)

  • Detailed exam overview and learning objectives
  • Review of practice questions and strategic exam tips
  • Curated list of recommended study resources

Best Practices for Financial Analysis

  • Strategies for optimizing performance within Power BI
  • Principles of designing intuitive, user-friendly dashboards
  • Identifying common pitfalls and strategies to avoid them

Summary and Next Steps

Requirements

  • Fundamental understanding of financial data structures and reporting standards
  • Proficiency with Excel or comparable spreadsheet applications

Target Audience

  • Financial analysts
  • Business intelligence professionals
  • Finance teams aiming to integrate Power BI into their decision-making processes

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