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Course Outline

Foundations of Power BI

  • Overview of Power BI core components and features
  • Understanding the broader Power BI ecosystem
  • Process for installing and configuring Power BI Desktop

Data Source Integration

  • Importing data from Excel, relational databases, and cloud platforms
  • Transforming data structures via Power Query
  • Techniques for cleaning and structuring financial datasets

Data Modeling and DAX Implementation

  • Establishing relationships between different tables
  • Fundamentals of DAX formula creation
  • Developing calculated columns and performance measures

Report and Dashboard Development

  • Designing financial reports utilizing various visualizations
  • Effective utilization of tables, charts, and key performance indicators (KPIs)
  • Enhancing interactivity through slicers and filtering options

Report Publication and Distribution

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

PL-300 Certification Preparation

  • Review of exam structure and learning objectives
  • Analysis of practice questions and exam strategies
  • Guidance on recommended study materials

Financial Analysis Best Practices

  • Strategies for optimizing Power BI performance
  • Principles of designing intuitive, user-friendly dashboards
  • Identifying common errors and methods to mitigate them

Conclusion and Future Directions

Requirements

  • Foundational knowledge of financial data structures and reporting standards
  • Proficiency with Excel or comparable spreadsheet applications

Target Audience

  • Financial analysts
  • Business intelligence specialists
  • Finance teams aiming to enhance data-driven decision-making capabilities through Power BI
 14 Hours

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