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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

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