Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course
Power BI serves as a robust business intelligence solution, empowering financial analysts to visualize data, generate reports, and drive decisions through analytics.
This instructor-led, live training (available online or onsite) is designed for entry-level financial analysts eager to master Power BI for data analysis, reporting, and dashboard creation, while simultaneously preparing for the Power BI certification (PL-300).
Upon completion of this training, participants will be able to:
- Navigate and utilize both Power BI Desktop and Power BI Service.
- Link to diverse data sources and transform data employing Power Query.
- Develop interactive dashboards and reports.
- Apply DAX (Data Analysis Expressions) for calculations and data modeling.
- Publish and securely distribute reports across the organization.
- Prepare for the Power BI certification (PL-300: Microsoft Power BI Data Analyst).
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practical sessions.
- Hands-on implementation within a live-lab environment.
Customization Options
- To arrange a customized training course, please contact us.
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
- Basic knowledge of financial data and reporting
- Familiarity with Excel or comparable spreadsheet applications
Target Audience
- Financial analysts
- Business intelligence professionals
- Finance departments aiming to leverage Power BI for data-driven decision-making
Open Training Courses require 5+ participants.
Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course - Booking
Power BI for Financial Analysts: Certification Preparation (PL-300) Training Course - Enquiry
Power BI for Financial Analysts: Certification Preparation (PL-300) - Consultancy Enquiry
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
Related Courses
Advanced Power BI
21 HoursThis instructor-led, live training in Romania (online or onsite) is tailored for business analysts, data analysts, and developers who want to leverage advanced Power BI features and tools to conduct complex data analysis and create interactive visual reports.
Upon completion of this training, participants will be able to:
- Install and configure Power BI along with its necessary components.
- Understand and explore the advanced features, components, and tools available in Power BI.
- Gain valuable insights into advanced data analysis strategies.
- Apply advanced data modeling techniques.
- Learn how to implement advanced formulas and calculations using DAX.
- Master tips and tricks for data handling, visualization, and presentation.
- Create interactive reports and dashboards to facilitate collaboration within Power BI.
- Learn and explore embedded analytics capabilities in Power BI.
Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
14 HoursPower BI is an advanced analytics platform that empowers users to model, calculate, and visualize complex datasets using the DAX (Data Analysis Expressions) language and efficient data relationships.
This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to deepen their Power BI skills with advanced data modeling, custom calculations, and powerful visualization techniques for business intelligence.
By the end of this training, participants will be able to:
- Design effective data models and manage relationships.
- Use DAX for calculated columns, measures, and advanced aggregations.
- Apply advanced visualization and interactivity techniques.
- Optimize performance and implement efficient data refresh strategies.
Format of the Course
- Interactive lecture and live demonstrations.
- Hands-on labs with real-world datasets.
- Step-by-step problem-solving using DAX and modeling tools.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Data Analysis and Dashboarding with Power BI
7 HoursPower BI stands as a robust business intelligence and data visualization platform, enabling users to connect, transform, and visualize data from diverse sources.
This instructor-led live training, available online or on-site, targets beginner to intermediate users eager to master data analysis and the creation of interactive dashboards using Power BI.
Upon completion of this training, participants will be equipped to:
- Grasp fundamental concepts of data analysis and data-driven decision-making.
- Prepare, clean, and transform data effectively using Power Query.
- Design visually compelling dashboards and interactive reports.
- Publish and securely share dashboards with relevant stakeholders.
Course Format
- Interactive lectures and group discussions.
- Practical, hands-on sessions with Power BI utilizing sample datasets.
- Guided exercises accompanied by live demonstrations.
Customization Options
- For personalized training tailored to your specific needs, please reach out to us to make arrangements.
Data Analysis with Python, R, Power Query, and Power BI
21 HoursThis instructor-led, live training in Romania (online or onsite) is aimed at beginner-level professionals who wish to clean and analyze data, make statistical projections, and create insightful visualizations using these tools.
By the end of this training, participants will be able to:
- Understand the basics of Python, R, Power Query, and Power BI for data analysis.
- Clean and organize datasets using Python and Power Query.
- Perform statistical analysis and projections with R.
- Create professional dashboards and reports with Power BI.
- Integrate and analyze data from multiple sources effectively.
Excel to Power BI
7 HoursThis instructor-led live training in Romania (available online or onsite) is tailored for data analysts who wish to acquire techniques for preparing data in Excel and then visualizing it in Power BI.
By the conclusion of this training, participants will be able to:
- Understand the core principles, objectives, and approaches of data analysis.
- Apply DAX formulas in Power BI for complex calculations.
- Create and utilize visualizations and charts for specific analytical cases.
- Import data with Power View to transition from Excel-based Power BI to an independent Power BI setup.
Power BI - Advanced
14 HoursCourse Format
- Interactive lectures and discussions.
- Extensive exercises and practical training.
- Hands-on implementation within a live laboratory environment.
Customization Options for the Course
- For requests regarding customized training for this course, please contact us to make arrangements.
Power BI Dashboards
14 HoursDiscover how to Extract & Transform Data to Build Interactive Dashboards
Power BI stands as one of the leading Data Visualization and Business Intelligence tools. It comprises a suite of data connectors, applications, and software services designed to retrieve data from various sources, transform it, and generate visually appealing reports.
Additionally, Power BI enables you to publish these dashboards within your organization, allowing access via mobile devices, tablets, and other platforms. In this Power BI Tutorial, we will guide you through a step-by-step process to connect with multiple data sources, perform data transformations, and create visualizations such as charts, tables, matrices, maps, and more.
Power BI for Financial Analysts: Exam Preparation (PL-300)
7 HoursPower BI stands as a premier business intelligence platform, empowering financial professionals to convert intricate datasets into actionable financial insights. The PL-300 certification confirms an individual's capability to prepare, model, visualize, and analyze data utilizing Power BI tools.
This instructor-led, live training (available online or onsite) targets intermediate-level financial analysts aiming to bolster their Power BI proficiency while preparing for the Microsoft PL-300 Data Analyst Associate exam.
Upon completing this training, participants will be equipped to:
- Prepare and transform financial data for analysis using Power Query.
- Design optimized financial data models that align with PL-300 requirements.
- Create financial dashboards featuring KPIs, ratios, and variance analysis.
- Apply exam-relevant concepts and best practices to ensure certification success.
Course Format
- Interactive lectures paired with certification-focused discussions.
- Practical labs utilizing financial datasets and real-world case studies.
- Exam-oriented exercises and simulated practice questions.
Course Customization Options
- To request customized training for this course, please contact us to make arrangements.
Creating Dashboards Using Microsoft Power BI
14 HoursMicrosoft Power BI converts your organizational data into compelling visualizations that inspire fresh perspectives on data organization and analysis, allowing you to concentrate on what truly matters for achieving your objectives. This course addresses both Power BI Online and Power BI Desktop.
Target Audience:
This course is designed for Business Managers, Report Developers, Analysts, Project Managers, and Team Leads.
Learning Outcomes
Upon completing this course, participants will gain a foundational understanding of the topics listed below, along with the practical skills to apply and implement these concepts.
- Power BI
- Power BI Desktop
- Working with CSV, TXT, and Excel Worksheets
- Connecting to Databases
- Merging, Grouping, Summarizing, and Calculating Data
- Reporting
- Power BI Online
Power Apps
21 HoursAbout the Training
Power Apps training enables you to learn how to build applications without writing code. Extensive templates, data connectors, and artificial intelligence elements allow beginners to create useful applications.
Purpose of the Training
Introduce participants to the world of application development to streamline everyday activities. Learning how to work with an application involves creating efficient applications without writing code, also known as no-code or with minimal low-code. Most of the elements of the created application are built by dragging and dropping with the mouse.
How SharePoint Will Improve Your Work
You will learn to create effective and impressive applications to support your daily activities. You will gain the ability to use the latest tool to streamline your work. You will increase your confidence at work by acquiring new skills. You will dramatically increase your chances for promotion. You will radically raise the level of your professional competence.
Where You Will Use the Acquired Knowledge
You will be able to use the applications you create in most components of Office 365 and hundreds of other applications available through built-in connectors. You will notice at the same time an increase in convenience in accessing data. You will achieve a new higher quality of efficiency and reliability in the data you process and update.
What You Will Learn
You will become an application developer, i.e., a developer who will be able to build tools to support the work in your organization without much trouble. At the same time, you will take your organization's security to a new higher level.
Microsoft Power Automate
14 HoursAbout the Training
This Microsoft Power Automate (formerly known as Flow) training introduces you to the Power Automate application, a core component of the Power Platform. This tool allows you to automate and streamline repetitive tasks effectively, significantly boosting your productivity while saving time on process management within your organization.
Purpose of the Training
The goal of this training is to equip you with comprehensive automation skills for daily activities. You will learn how to build efficient workflows without writing code (no-code) or with minimal coding (low-code). Most workflows are configured using simple drag-and-drop actions.
How Will SharePoint Improve Your Work?
You will gain proficiency in automating repetitive tasks, enhancing your efficiency and confidence. Acquiring these new skills will increase your chances of career advancement and significantly elevate your professional competence.
Where Can You Apply the Acquired Knowledge?
You can deploy the workflows you create across most Office 365 applications and hundreds of other applications via built-in connectors. This will enhance your comfort with data access and improve the efficiency and reliability of your data processing and updates.
What Will You Learn?
You will improve information exchange with colleagues by creating a unified system that automates document, file, and information flows. Standardizing workflow generation methods and creating workflows will no longer be a challenge, and you will enhance the security of your organization.
Power BI
14 HoursThis instructor-led, live training in Romania (available online or onsite) is designed for beginner to intermediate-level data professionals and business analysts who aim to effectively use Power BI for data analysis and visualization.
By the end of this training, participants will be able to:
- Comprehend Power BI's architecture and its core components.
- Connect to diverse data sources and perform data transformations.
- Create effective visualizations and interactive dashboards.
- Implement row-level security and manage data access.
Power BI and Power Apps for Data Visualization and Business Process Automation
21 HoursPower BI and Power Apps are essential elements of the Microsoft Power Platform, empowering users to visualize data, automate workflows, and develop low-code applications. This course offers a hands-on introduction to constructing interactive dashboards and tailored apps for business processes, linking data across different systems, and enhancing operational efficiency.
This instructor-led, live training (available online or onsite) is designed for beginner to intermediate business and IT professionals who aim to leverage Power BI and Power Apps for data analysis, workflow automation, and building business solutions without extensive coding.
Upon completing this training, participants will be able to:
- Connect, clean, and transform data using Power BI.
- Create interactive dashboards and reports to derive business insights.
- Design and publish custom apps using Power Apps.
- Automate repetitive workflows via Power Automate integration.
- Share and manage solutions securely within the Microsoft Power Platform ecosystem.
Format of the Course
- Interactive lecture and discussion.
- Hands-on exercises and data modeling practice.
- Project-based learning with guided app and dashboard creation.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Power BI: Basics to Advanced
35 HoursThis instructor-led, live training in Romania (online or onsite) is tailored for data professionals ranging from beginner to intermediate levels who seek to create impactful data visualizations and dashboards with Power BI.
By the conclusion of this training, participants will be able to:
- Import and transform data from various sources.
- Develop and optimize data models.
- Create visually appealing and interactive reports and dashboards.
- Apply best practices in data visualization and dashboard design.
- Utilize advanced features of Power BI for in-depth data analysis.
Power BI: Basic, Intermediate, and Advanced
14 HoursPower BI serves as a robust business analytics solution designed to convert raw data into engaging visualizations and insightful dashboards.
This guided, live training session—available both online and in-person—is designed for users ranging from beginners to advanced practitioners who aim to create, visualize, and distribute analytical reports utilizing Power BI.
Upon completing this course, participants will be equipped to:
- Construct data-centric dashboards and reports using Power BI.
- Convert unstructured data into actionable visual insights.
- Implement sophisticated data modeling techniques and DAX functions.
- Distribute, publish, and manage reports effectively within their organization.
Training Format
- Instructor-led presentations coupled with interactive discussions.
- Comprehensive hands-on exercises and real-world data scenarios.
- Practical application using actual datasets in a live setting.
Customization Opportunities
- For bespoke training tailored to your specific organizational requirements, please reach out to us to arrange a session.