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.
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
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.