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.
Course Outline
Introduction to Power BI
- Overview of Power BI components and capabilities.
- Exploring the broader Power BI ecosystem.
- Installing and configuring Power BI Desktop.
Data Source Connectivity
- Importing data from Excel, relational databases, and cloud platforms.
- Applying data transformation techniques with Power Query.
- Refining and structuring financial datasets.
Data Modeling and DAX
- Establishing relationships between data tables.
- Fundamentals of DAX formula creation.
- Developing calculated columns and measures.
Report and Dashboard Development
- Designing financial reports using effective visualizations.
- Utilizing tables, charts, and KPIs to communicate insights.
- Enhancing interactivity through slicers and filters.
Deployment and Distribution
- Publishing reports to the Power BI Service.
- Implementing secure dashboard sharing protocols.
- Configuring data refresh schedules and setting up alerts.
PL-300 Certification Preparation
- Overview of exam structure and objectives.
- Reviewing practice questions and exam strategies.
- Curating recommended study resources.
Best Practices in Financial Analysis
- Optimizing performance within the Power BI environment.
- Creating intuitive and user-friendly dashboards.
- Identifying common pitfalls and mitigation strategies.
Conclusion and Future Directions
Requirements
- A foundational grasp of financial data structures and reporting standards.
- Proficiency in Excel or equivalent spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams seeking 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.