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

• Basic understanding of financial data and reporting
• Familiarity with Excel or similar spreadsheet tools

Audience

• Financial analysts
• Business intelligence professionals
• Finance teams looking to leverage Power BI for data-driven decision-making

Power BI is a powerful business intelligence tool that enables financial analysts to visualize data, create reports, and make data-driven decisions.

This instructor-led, live training (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use Power BI for data analysis, reporting and dashboard creation, and prepare for Power BI certification (PL-300).

By the end of this training, participants will be able to:

• Navigate and use Power BI Desktop and Power BI Service.
• Connect to various data sources and transform data using Power Query.
• Create interactive dashboards and reports.
• Use DAX (Data Analysis Expressions) for calculations and data modeling.
• Publish and share reports securely within an organization.
• Prepare for Power BI certification (PL-300: Microsoft Power BI Data Analyst).

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

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