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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
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.