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Course Outline
Introduction to Power BI
- Overview of Power BI and its core components
- Understanding the broader Power BI ecosystem
- Installation and configuration of Power BI Desktop
Connecting to Data Sources
- Importing data from Excel files, databases, and cloud platforms
- Performing data transformations with Power Query
- Cleaning and structuring financial data for analysis
Data Modeling and DAX
- Establishing relationships between tables
- Introduction to DAX formulas and syntax
- Constructing calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports using advanced visualizations
- Effective use of tables, charts, and key performance indicators (KPIs)
- Enhancing interactivity with slicers and filters
Publishing and Sharing Reports
- Publishing reports to the Power BI Service
- Implementing secure dashboard sharing protocols
- Scheduling data refreshes and configuring alerts
Power BI Certification Preparation (PL-300)
- Exam structure, objectives, and scope
- Practice questions and strategic exam tips
- Recommended study materials and resources
Best Practices for Financial Analysis
- Optimizing performance within Power BI
- Designing intuitive and user-friendly dashboards
- Identifying common pitfalls and strategies to avoid them
Summary and Next Steps
Requirements
- A foundational understanding of financial data and reporting structures
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence professionals
- Finance teams seeking to harness Power BI for data-driven insights
14 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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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.