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Course Outline

Overview of Power BI

  • Survey of Power BI capabilities and core components
  • Examination of the Power BI platform structure
  • Installation and configuration of Power BI Desktop for government use

Data Source Integration

  • Ingestion of data from Excel, relational databases, and cloud environments
  • Data manipulation via Power Query
  • Preparation and structuring of financial datasets

Data Modeling and DAX Fundamentals

  • Establishing relationships between data tables
  • Introduction to Data Analysis Expressions (DAX)
  • Development of calculated columns and measures

Report and Dashboard Development

  • Construction of financial reports using visual analytics
  • Effective utilization of tables, charts, and key performance indicators
  • Implementation of interactivity through slicers and filters

Deployment and Distribution

  • Publication of reports to the Power BI Service
  • Secure dissemination of dashboards
  • Configuration of data refresh schedules and notification protocols

Preparation for Power BI Certification (PL-300)

  • Review of exam scope and objectives
  • Practice assessments and examination strategies
  • Curated study materials and resources

Financial Analytics Best Practices

  • Performance optimization techniques for Power BI
  • Design principles for intuitive dashboards
  • Identification of common challenges and mitigation strategies

Conclusion and Future Actions

Requirements

  • Foundational knowledge of financial metrics and reporting standards
  • Proficiency in Microsoft Excel or comparable spreadsheet applications

Audience

  • Financial analysts
  • Business intelligence specialists
  • Fiscal units seeking to utilize Power BI for for government data-driven governance and accountability
 14 Hours

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