Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI is a robust business intelligence platform that empowers financial analysts to visualize complex data, generate comprehensive reports, and facilitate data-driven decision-making.
This live, instructor-led training session (available online or onsite) is designed for entry-level financial analysts seeking to master Power BI for data analysis, reporting, and dashboard development. It also serves as a comprehensive preparation course for the Power BI certification (PL-300).
Upon completing this training, participants will be equipped to:
- Navigate and utilize Power BI Desktop and Power BI Service effectively.
- Establish connections to diverse data sources and transform data using Power Query.
- Develop interactive dashboards and detailed reports.
- Apply DAX (Data Analysis Expressions) for advanced calculations and data modeling.
- Securely publish and share reports across organizational structures.
- Prepare thoroughly for the Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Course Structure
- Interactive lectures paired with open discussions.
- Extensive exercises and practical practice sessions.
- Real-time, hands-on implementation within a live-lab environment.
Customization Options
- To tailor this course to specific needs, please reach out to us to arrange a customized training plan.
Course Outline
Introduction to Power BI
- Overview of Power BI and its core components
- Understanding the Power BI ecosystem
- Installing and configuring Power BI Desktop
Connecting to Data Sources
- Importing data from Excel, databases, and cloud platforms
- Transforming data using Power Query
- Cleaning and structuring financial data
Data Modeling and DAX
- Establishing relationships between tables
- Introduction to DAX formulas
- Creating calculated columns and measures
Creating Reports and Dashboards
- Designing financial reports with visual elements
- Effectively utilizing tables, charts, and KPIs
- Enhancing interactivity with slicers and filters
Publishing and Sharing Reports
- Deploying reports to Power BI Service
- Securely sharing dashboards
- Scheduling data refreshes and configuring alerts
Power BI Certification Preparation (PL-300)
- Exam scope and objectives
- Practice questions and exam strategies
- Recommended study materials
Best Practices for Financial Analysis
- Optimizing Power BI performance
- Designing user-centric dashboards
- Identifying and avoiding common pitfalls
Summary and Next Steps
Requirements
- A foundational understanding of financial data and reporting practices
- Proficiency with Excel or comparable spreadsheet software
Target Audience
- Financial analysts
- Business intelligence professionals
- Finance teams aiming to enhance data-driven decision-making with Power BI
Open Training Courses require 5+ participants.
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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.
CAMILLE LA PENA - Brave Connective Holdings, Inc.
Course - Power BI for Financial Analysts: Certification Preparation (PL-300)
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