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Course Outline

Introduction to Power BI

  • Overview of Power BI features and core components
  • Exploring the broader Power BI ecosystem
  • Setting up and configuring Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud platforms
  • Transforming data workflows using Power Query
  • Cleaning and structuring financial datasets

Data Modeling and DAX

  • Establishing relationships between data tables
  • Fundamentals of DAX formula creation
  • Developing calculated columns and key measures

Creating Reports and Dashboards

  • Designing financial reports using various visualization types
  • Utilizing tables, charts, and KPIs for maximum impact
  • Enhancing user experience with slicers and filters

Publishing and Sharing Reports

  • Publishing content to the Power BI Service workspace
  • Implementing secure dashboard sharing protocols
  • Configuring automatic data refresh schedules and alerts

Power BI Certification Preparation (PL-300)

  • Breakdown of exam structure and key objectives
  • Review of practice questions and strategic exam tips
  • Curated list of recommended study materials

Best Practices for Financial Analysis

  • Strategies for optimizing Power BI performance
  • Designing intuitive and user-friendly dashboards
  • Identifying and avoiding common analytical pitfalls

Summary and Next Steps

Requirements

  • Fundamental knowledge of financial data structures and reporting standards
  • Basic proficiency with Excel or comparable spreadsheet applications

Target Audience

  • Financial analysts
  • Business intelligence specialists
  • Finance teams aiming to enhance data-driven decision-making capabilities through Power BI
 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)

2026-10-26 09:30
14 hours
ActiveOne Bucharest
495 EUR (Online)
895 EUR (Classroom)

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

2026-11-09 09:30
14 hours
Brasov, Calea Bucuresti Street
495 EUR (Online)
895 EUR (Classroom)

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

2026-11-23 09:30
14 hours
Sibiu
495 EUR (Online)
895 EUR (Classroom)

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

2026-12-07 09:30
14 hours
Cluj-Napoca, Pitești Street
495 EUR (Online)
895 EUR (Classroom)

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