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Course Outline

Foundations of Power BI

  • Overview of Power BI architecture and core components.
  • Comprehending the broader Power BI ecosystem.
  • Installing and configuring Power BI Desktop.

Data Connectivity

  • Importing data from Excel, relational databases, and cloud platforms.
  • Performing data transformations with Power Query.
  • Refining and structuring financial data for analysis.

Modeling and DAX

  • Establishing relationships between data tables.
  • Introductory concepts of DAX formulas.
  • Developing calculated columns and measures.

Report and Dashboard Design

  • Designing financial reports utilizing diverse visualizations.
  • Strategic use of tables, charts, and KPIs.
  • Enhancing interactivity through slicers and filters.

Distribution and Sharing

  • Publishing reports to the Power BI Service.
  • Implementing secure dashboard sharing protocols.
  • Configuring automatic data refresh and alert mechanisms.

PL-300 Certification Preparation

  • Exam structure and learning objectives.
  • Mock questions and strategic exam tips.
  • Curated study resources for success.

Best Practices in Financial Analysis

  • Optimizing Power BI performance.
  • Crafting intuitive, user-friendly dashboards.
  • Identifying and avoiding common analytical pitfalls.

Conclusion and Future Pathways

Requirements

  • Fundamental knowledge of financial data structures and reporting standards.
  • Practical experience with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts seeking to enhance their toolkit.
  • Business intelligence professionals looking to expand their capabilities.
  • Finance teams aiming to adopt Power BI for evidence-based decision-making.
 14 Hours

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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)

Upcoming Courses

Power BI for Financial Analysts: Certification Preparation (PL-300)

2026-10-09 09:30
14 hours
Örebro, City Center
2000 EUR (Online)
2400 EUR (Classroom)

Power BI for Financial Analysts: Certification Preparation (PL-300)

2026-10-23 09:30
14 hours
Linköping
2000 EUR (Online)
2400 EUR (Classroom)

Power BI for Financial Analysts: Certification Preparation (PL-300)

2026-11-06 09:30
14 hours
Stockholm, Hötorget
2000 EUR (Online)
2400 EUR (Classroom)

Power BI for Financial Analysts: Certification Preparation (PL-300)

2026-11-20 09:30
14 hours
Uppsala
2000 EUR (Online)
2600 EUR (Classroom)

Power BI for Financial Analysts: Certification Preparation (PL-300)

2026-12-04 09:30
14 hours
Malmö, Stadskärna
2000 EUR (Online)
2400 EUR (Classroom)

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