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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 shaping financial datasets.

Data Modelling and DAX

  • Establishing relationships between tables.
  • Introduction to DAX formulas.
  • Developing calculated columns and measures.

Creating Reports and Dashboards

  • Designing financial reports using visualisations.
  • Effectively utilising tables, charts, and KPIs.
  • Incorporating interactivity through slicers and filters.

Publishing and Sharing Reports

  • Publishing reports to Power BI Service.
  • Securing dashboard distribution.
  • Scheduling data refreshes and configuring alerts.

Power BI Certification Preparation (PL-300)

  • Exam overview and learning objectives.
  • Practice questions and exam strategies.
  • Recommended study materials.

Best Practices for Financial Analysis

  • Optimising Power BI performance.
  • Designing intuitive, user-friendly dashboards.
  • Identifying and avoiding common pitfalls.

Summary and Next Steps

Requirements

  • Foundational knowledge of financial data and reporting.
  • Experience with Excel or comparable spreadsheet software.

Target Audience

  • Financial analysts.
  • Business intelligence professionals.
  • Finance teams aiming to utilise Power BI for data-driven decision-making.
 14 Hours

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