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Course Outline
Fundamentals of Power BI
- Overview of Power BI features and core components
- Understanding the broader Power BI ecosystem
- Setting up and installing Power BI Desktop
Data Connectivity
- Importing data from Excel, relational databases, and cloud platforms
- Executing data transformations through Power Query
- Refining and structuring financial datasets
Data Modeling and DAX
- Establishing relationships between data tables
- Introduction to DAX formula syntax
- Developing calculated columns and measures
Report and Dashboard Design
- Creating financial reports using visual analytics
- Effective use of tables, charts, and Key Performance Indicators (KPIs)
- Enhancing interactivity with slicers and filtering options
Distribution and Collaboration
- Uploading reports to the Power BI Service
- Secure sharing of dashboards with stakeholders
- Configuring scheduled data refreshes and automated alerts
PL-300 Certification Preparation
- Overview of exam structure and learning objectives
- Review of practice questions and strategic exam tips
- Curation of recommended study materials
Best Practices for Financial Analytics
- Performance optimization strategies within Power BI
- Designing intuitive and user-friendly dashboards
- Identifying and avoiding common analytical pitfalls
Recap and Future Directions
Requirements
- A foundational grasp of financial data and reporting concepts
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence specialists
- Finance teams aiming to harness Power BI for evidence-based decision-making
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 2600 € + 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.