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Course Outline
Foundations of Power BI
- Overview of Power BI capabilities and core components
- Exploring the Power BI ecosystem and its integration points
- Installing and configuring Power BI Desktop
Data Source Integration
- Ingesting data from Excel, databases, and cloud-based platforms
- Executing data transformations through Power Query
- Refining and structuring financial data for analysis
Data Modeling and DAX Fundamentals
- Establishing logical relationships between data tables
- Introduction to DAX formula syntax and logic
- Developing calculated columns and key performance measures
Report and Dashboard Design
- Designing financial reports with effective visualizations
- Utilizing tables, charts, and KPIs for clear communication
- Enhancing user experience with interactive slicers and filters
Publishing and Secure Sharing
- Deploying reports to Power BI Service
- Managing secure dashboard sharing protocols
- Configuring automated data refresh schedules and alert systems
PL-300 Certification Readiness
- Detailed exam overview and objective breakdown
- Practical question reviews and strategic exam tips
- Curated recommendations for supplementary study materials
Best Practices in Financial Analysis
- Techniques for optimizing Power BI performance
- Principles of designing intuitive and user-friendly dashboards
- Identifying and mitigating common analytical pitfalls
Conclusion and Future Pathways
Requirements
- A foundational grasp of financial data structures and reporting principles
- Proficiency with Excel or equivalent spreadsheet applications
Target Audience
- Financial analysts seeking to enhance their analytical toolset
- Business intelligence specialists aiming to expand their capabilities
- Finance teams dedicated to leveraging Power BI for informed decision-making
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.