Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI serves as a robust business intelligence solution, empowering financial analysts to visualize information, generate reports, and base decisions on data insights.
This instructor-led, live training (available online or onsite) is designed for financial analysts at the beginner level who aim to master Power BI for data analysis, reporting, and dashboard creation, while preparing for the Power BI certification (PL-300).
Upon completion of this training, participants will be capable of:
- Navigating and utilizing Power BI Desktop and Power BI Service.
- Linking to diverse data sources and transforming data via Power Query.
- Developing interactive dashboards and reports.
- Employing DAX (Data Analysis Expressions) for calculations and data modeling.
- Publishing and sharing reports securely within an organizational structure.
- Preparing for the Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practical application.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request customized training for this course, please contact us to arrange.
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
- Fundamental understanding of financial data and reporting
- Familiarity with Excel or similar spreadsheet tools
Audience
- Financial analysts
- Business intelligence professionals
- Finance teams seeking to leverage Power BI for data-driven decision-making
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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