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Course Outline

Introduction to Power BI

  • Overview of Power BI components and functionalities
  • Exploring the Power BI ecosystem
  • Installation and initial setup of Power BI Desktop

Connecting to Data Sources

  • Importing data from Excel, databases, and cloud platforms
  • Data transformation techniques using Power Query
  • Cleaning and structuring financial datasets

Data Modeling and DAX

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

Creating Reports and Dashboards

  • Designing financial reports with effective visualizations
  • Utilizing tables, charts, and KPIs strategically
  • Enhancing interactivity with slicers and filters

Publishing and Sharing Reports

  • Publishing reports to the Power BI Service
  • Implementing secure dashboard sharing practices
  • Configuring scheduled data refreshes and alerts

Power BI Certification Preparation (PL-300)

  • Exam scope and learning objectives
  • Review of practice questions and examination strategies
  • Curated study resources for preparation

Best Practices for Financial Analysis

  • 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 seeking to enhance their capabilities for data-driven strategies
 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)

2026-11-02 09:30
14 hours
Recife-Cicero Dias Shopping Center Recife
$ 4330 (Online)
$ 5330 (Classroom)

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

2026-11-16 09:30
14 hours
Fortaleza - Meireles
$ 4330 (Online)
$ 5330 (Classroom)

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

2026-11-30 09:30
14 hours
Fortaleza - Etevaldo Nogueira Building
$ 4330 (Online)
$ 5330 (Classroom)

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

2026-12-14 09:30
14 hours
Curitiba - Corporate Evolution
$ 4330 (Online)
$ 5330 (Classroom)

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