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Course Outline
Foundations of Power BI
- Exploring Power BI and its core components
- Gaining insight into the broader Power BI ecosystem
- Setting up and configuring Power BI Desktop
Data Integration
- Ingesting data from Excel, databases, and cloud platforms
- Transforming data structures using Power Query
- Refining and shaping financial datasets
Data Modeling & DAX
- Defining relationships across data tables
- Getting started with DAX formulas
- Developing calculated columns and measures
Report & Dashboard Design
- Crafting financial reports using advanced visualizations
- Strategic use of tables, charts, and KPIs
- Enhancing interactivity through slicers and filters
Deployment & Collaboration
- Deploying reports to the Power BI Service
- Secure sharing strategies for dashboards
- Automating data refresh schedules and configuring alerts
PL-300 Certification Readiness
- Exam scope and key objectives
- Practice assessments and exam strategies
- Curated study resources for success
Best Practices in Financial Analysis
- Optimizing Power BI performance
- Designing intuitive, user-centric dashboards
- Identifying and mitigating common analytical pitfalls
Conclusion & Path Forward
Requirements
- A foundational grasp of financial data and reporting concepts
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams aiming to harness Power BI for data-driven insights
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.