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Course Outline
Foundations of Power BI
- Overview of Power BI architecture and core components
- Navigating the Power BI ecosystem
- Installing and configuring Power BI Desktop
Integrating Data Sources
- Importing data from Excel, database systems, and cloud platforms
- Transforming data structures using Power Query
- Cleaning and structuring financial datasets
Data Modeling and DAX
- Establishing relationships between data tables
- Foundations of DAX formula creation
- Developing calculated columns and measures
Building Reports and Dashboards
- Structuring financial reports using visualization tools
- Leveraging tables, charts, and KPIs for clarity
- Enhancing interactivity with slicers and filter controls
Publishing and Distribution
- Deploying reports to the Power BI Service
- Ensuring secure sharing of dashboards
- Configuring automated data refreshes and alerts
PL-300 Certification Readiness
- Exam scope and learning objectives
- Sample questions and strategic exam tips
- Curated study resources
Best Practices in Financial Analysis
- Optimizing performance within Power BI
- Designing intuitive, user-centric dashboards
- Identifying and mitigating common analytical pitfalls
Recap and Future Pathways
Requirements
- Fundamental knowledge of financial data and reporting structures
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams seeking to adopt Power BI for data-driven strategies
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.
