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Course Outline

Introduction to Power BI

  • Overview of Power BI and its core components.
  • Understanding the broader Power BI ecosystem.
  • Installing and configuring Power BI Desktop.

Connecting to Data Sources

  • Importing data from Excel, relational databases, and cloud platforms.
  • Performing data transformations via Power Query.
  • Cleaning and structuring financial data effectively.

Data Modeling and DAX

  • Establishing relationships between tables.
  • Fundamentals of DAX formulas.
  • Developing calculated columns and measures.

Creating Reports and Dashboards

  • Designing financial reports using various visualizations.
  • Utilizing tables, charts, and KPIs effectively.
  • Enhancing interactivity with slicers and filters.

Publishing and Sharing Reports

  • Publishing reports to the Power BI Service.
  • Securing dashboard sharing mechanisms.
  • Configuring data refresh schedules and setting alerts.

Power BI Certification Preparation (PL-300)

  • Exam scope and key objectives.
  • Reviewing practice questions and exam strategies.
  • Recommended study materials and resources.

Best Practices for Financial Analysis

  • Optimizing performance within Power BI.
  • Designing intuitive, user-friendly dashboards.
  • Identifying common pitfalls and strategies to avoid them.

Summary and Next Steps

Requirements

  • A foundational understanding of financial data and reporting standards.
  • Proficiency with Excel or comparable spreadsheet applications.

Target Audience

  • Financial analysts.
  • Business intelligence professionals.
  • Finance teams aiming to enhance decision-making through Power BI adoption.
 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)

2026-10-29 09:30
14 hours
Gurgaon,- DLF Phase IV - Classroom
168,661 INR (Online)
172,861 INR (Classroom)

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

2026-11-12 09:30
14 hours
Indore, A.B. Road - Classroom
168,661 INR (Online)
182,661 INR (Classroom)

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

2026-11-26 09:30
14 hours
Noida, Sector 62 - Classroom
168,661 INR (Online)
180,661 INR (Classroom)

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

2026-12-10 09:30
14 hours
Tamil Nadu, OMR, Chennai - Classroom
168,661 INR (Online)
178,661 INR (Classroom)

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