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Course Outline
Foundations of Power BI
- Comprehensive overview of Power BI and its core components.
- Deep dive into the Power BI ecosystem.
- Step-by-step installation and configuration of Power BI Desktop.
Integrating Data Sources
- Ingesting data from Excel, databases, and cloud-based platforms.
- Applying transformations using Power Query.
- Cleaning and structuring financial data for analysis.
Data Modeling and DAX Mastery
- Establishing relationships between data tables.
- Fundamentals of DAX formula writing.
- Developing calculated columns and measures.
Building Reports and Dashboards
- Creating financial reports with dynamic visualizations.
- Strategic use of tables, charts, and KPIs.
- Enhancing user experience with slicers and filters.
Deployment and Collaboration
- Publishing reports to the Power BI Service.
- Implementing secure dashboard sharing protocols.
- Configuring automated data refreshes and alert systems.
PL-300 Certification Readiness
- Detailed exam objectives and overview.
- Practical exercises and strategic exam tips.
- Curation of recommended study resources.
Advanced Financial Analysis Practices
- Optimizing Power BI performance for large datasets.
- Designing intuitive, user-friendly dashboards.
- Identifying common pitfalls and strategies for avoidance.
Recap and Future Directions
Requirements
- A solid grasp of financial data structures and reporting standards.
- Proficiency in Excel or comparable spreadsheet applications.
Intended Audience
- Financial analysts.
- Business intelligence specialists.
- Finance teams aiming to enhance data-driven decision-making through Power BI.
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.