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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.
Investment

Price per private group, online live training, starting from 2600 € + VAT*

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