Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI serves as a robust business intelligence solution that empowers financial analysts to visualize data, generate reports, and support data-informed decision-making.
This instructor-led, live training (available online or onsite) targets beginner-level financial analysts seeking to master Power BI for data analysis, reporting, and dashboard creation, while preparing for the Power BI certification (PL-300).
Upon completion, participants will be capable of:
- Navigating and utilizing Power BI Desktop and Power BI Service.
- Connecting to diverse data sources and transforming data via Power Query.
- Designing interactive dashboards and reports.
- Applying DAX (Data Analysis Expressions) for calculations and data modeling.
- Publishing and sharing reports securely within an organizational context.
- Preparing for the Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practice sessions.
- Hands-on implementation within a live-lab environment.
Customization Options
- To request a tailored version of this course, please contact us to arrange details.
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
- Foundational understanding of financial data and reporting.
- Familiarity with Excel or comparable spreadsheet applications.
Audience
- Financial analysts.
- Business intelligence professionals.
- Finance teams aiming 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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