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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

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