Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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 with Power Query.
- Cleaning and structuring financial data for analysis.
Data Modelling and DAX
- Establishing relationships between data tables.
- Introduction to DAX formulas.
- Creating calculated columns and measures.
Creating Reports and Dashboards
- Designing financial reports using visual elements.
- Effective use of tables, charts, and KPIs.
- Enhancing interactivity with slicers and filters.
Publishing and Sharing Reports
- Publishing reports to Power BI Service.
- Secure dashboard sharing protocols.
- Scheduling data refreshes and configuring alerts.
Power BI Certification Preparation (PL-300)
- Exam structure and objective overview.
- Practice questions and strategic exam tips.
- Curated study resources for revision.
Best Practices for Financial Analysis
- Optimising Power BI performance.
- Designing user-centric dashboards.
- Identifying common pitfalls and strategies to avoid them.
Summary and Next Steps
Requirements
- A foundational understanding of financial data structures and reporting standards.
- Working familiarity with Excel or comparable spreadsheet applications.
Target Audience
- Financial analysts.
- Business intelligence professionals.
- Finance teams aiming to adopt Power BI for enhanced, data-driven decision-making.
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.
