Power BI for Finance: Mastering Power BI for Financial Insights

Unlock the full potential of financial data with our Power BI for Finance class. Empower finance professionals, analysts, and decision-makers to harness Power BI's capabilities and transform raw financial data into actionable insights.

What you'll learn
Course Description
Course Outline
Instructor
System Requirements
What to know beforehand

What you'll learn

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion

Course Description

Unlock the full potential of your financial data with our comprehensive Power BI for Finance class. In today's dynamic business environment, data-driven decision-making is crucial for success. This intensive course is designed to empower finance professionals, analysts, and decision-makers with the skills needed to harness the advanced capabilities of Microsoft Power BI and transform raw financial data into actionable insights.

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion

Course Outline

Power BI for Finance - What you need to get started

Module 00 - Course Introduction 4 min.

Module 01A - Introduction to Power BI for Finance 4 min.

Module 01B - The Key Features of Power BI for Finance 9 min.

Module 02 - Dealing with Tabular Data 33 min.

Module 03A - Data Modeling for Finance 10 min.

Module 03B - Cleaning Raw Financial Data for Power BI 31 min.

Module 04A - Introduction to DAX for Finance 17 min.

Module 04B - DAX Measures for Finance 32 min.

Module 04C - DAX Time Intelligence for Finance 17 min.

Module 05A - Interactive Visualizations for Finance 14 min.

Module 05B - Gauges, Financial KPI's, and Metrics for Visualizing Finance 14 min.

Module 05C - Dashboard and Reports for Finance 11 min.

Module 06 - Data Insights and Trend Analysis for Finance 17 min.

Module 07 - Data Sharing and Collaboration for Finance 3 min.

Module 08 - Security and Data Governance Best Practices 3 min.

Power BI for Finance - Class Wrap Up 1 min.

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion

Instructor

Greg Trzeciak

Power BI Trainer

Gregory Trzeciak has his master’s degree in Education from the University of Florida. He has 9 years of teaching experience in high school, college level, and summer programs where he was recognized as a top educator and leader in interactive education. As a trainer at Pragmatic Works, his primary goal is to help individuals gain confidence in using Power BI and the Power Platform. While not in the office, he enjoys fantasy football, walking his dog, and running half-marathons!

Learn More

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion

System Requirements

To follow along with this course you must download the Power BI Desktop application. https://aka.ms/pbisingleinstaller ## Optional: Some modules will require a Power BI Pro license, which you can sign up for at Powerbi.com.

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion

What to know before class

## Basic Financial Knowledge: A fundamental understanding of financial concepts such as revenue, expenses, profit, and financial statements (income statement, balance sheet, and cash flow statement) will be advantageous. ## Device and Software Requirements: Ensure you have access to a computer with Power BI Desktop installed. Familiarity with the Power BI interface will be beneficial, but it's not mandatory. ## Open Mindset: Approach the class with an open mindset and a willingness to explore new tools and techniques. Power BI is a powerful tool, and embracing its capabilities can revolutionize the way you handle financial data.

This course includes:

3+ hours hours of training
Access on mobile and browser
Certificate of Completion