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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components.
- Understanding the broader Power BI ecosystem.
- Installing and configuring Power BI Desktop.
Connecting to Data Sources
- Importing data from Excel, databases, and cloud platforms.
- Transforming data using Power Query.
- Cleaning and shaping financial datasets.
Data Modeling and DAX
- Establishing relationships between tables.
- Fundamentals of DAX formulas.
- Developing calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports using visualisations.
- Effective use of tables, charts, and KPIs.
- Incorporating interactivity via slicers and filters.
Publishing and Sharing Reports
- Publishing reports to the Power BI Service.
- Securely sharing dashboards with stakeholders.
- Scheduling data refreshes and configuring alerts.
Power BI Certification Preparation (PL-300)
- Exam overview and key objectives.
- Practice questions and examination strategies.
- Recommended study resources.
Best Practices for Financial Analysis
- Optimising Power BI performance.
- Designing user-centric dashboards.
- Identifying and avoiding common pitfalls.
Summary and Next Steps
Requirements
- A foundational grasp of financial data and reporting principles.
- Basic proficiency with Excel or comparable spreadsheet applications.
Intended Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to utilise Power BI for enhancing data-driven decision-making processes.
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.
