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Course Outline

Introduction to Power BI

  • Overview of Power BI and its key components.
  • Understanding the Power BI ecosystem.
  • Installation and setup of Power BI Desktop.

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud platforms.
  • Transforming data using Power Query.
  • Cleaning and shaping financial data.

Data Modeling and DAX

  • Establishing relationships between tables.
  • Introduction to DAX formulas.
  • Building calculated columns and measures.

Creating Reports and Dashboards

  • Designing financial reports with visualizations.
  • Effectively utilizing tables, charts, and KPIs.
  • Adding interactivity with slicers and filters.

Publishing and Sharing Reports

  • Publishing reports to Power BI Service.
  • Sharing dashboards securely.
  • Scheduling data refreshes and setting up alerts.

Power BI Certification Preparation (PL-300)

  • Exam overview and objectives.
  • Practice questions and exam tips.
  • Recommended study resources.

Best Practices for Financial Analysis

  • Optimizing performance in Power BI.
  • Designing user-friendly dashboards.
  • Common pitfalls and how to avoid them.

Summary and Next Steps

Requirements

  • Foundational knowledge of financial data and reporting.
  • Familiarity with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts.
  • Business intelligence specialists.
  • Finance teams seeking to harness Power BI for data-driven decision-making.
 14 Hours

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