Course Outline

Introduction to Power BI

  • Overview of Power BI and its components
  • Understanding the Power BI ecosystem
  • Installation and setup of Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud sources
  • Data transformation using Power Query
  • Cleaning and shaping financial data

Data Modeling and DAX

  • Creating relationships between tables
  • Introduction to DAX formulas
  • Building calculated columns and measures

Creating Reports and Dashboards

  • Designing financial reports with visualizations
  • Using tables, charts, and KPIs effectively
  • Adding interactivity with slicers and filters

Publishing and Sharing Reports

  • Publishing reports to Power BI Service
  • Sharing dashboards securely
  • Scheduling data refresh and setting up alerts

Power BI Certification Preparation (PL-300)

  • Exam overview and objectives
  • Practice questions and exam tips
  • Recommended study resources

Best Practices for Financial Analysis

  • Optimizing performance in Power BI
  • Designing user-friendly dashboards
  • Common pitfalls and how to avoid them

Summary and Next Steps

Requirements

  • Basic understanding of financial data and reporting
  • Familiarity with Excel or similar spreadsheet tools

Audience

  • Financial analysts
  • Business intelligence professionals
  • Finance teams looking to leverage Power BI for data-driven decision-making
 14 Hours

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