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

This instructor-led, live training program in US (delivered online or on-site) is designed for business analysts, data analysts, and developers who utilize advanced Power BI features and tools to conduct complex data analysis and create interactive visual reports for government stakeholders.

Upon completion of this training, participants will be able to:

• Install and configure Power BI and the necessary components.
• Understand and explore the advanced features, components, and tools in Power BI.
• Get valuable insights on advanced data analysis and strategy.
• Apply advanced data modeling techniques.
• Learn how to implement advanced formulas and calculations using DAX.
• Know the tips and tricks on data handling, visualization, and presentation.
• Make reports and dashboards interactive to enable collaboration within Power BI.
• Learn and explore embedded analytics in Power BI.

This instructor-led live training within US provides intermediate professionals with advanced Power BI capabilities, encompassing complex data modeling, DAX calculations, and interactive visualization techniques to construct robust business intelligence solutions for government contexts.

Course Overview

This course outlines the various methods and best practices aligned with business and technical requirements for modeling, visualizing, and analyzing data using Power BI. It demonstrates how to access and process data from a range of sources, including both relational and non-relational databases. Additionally, the course explores the implementation of appropriate security standards and policies across the Power BI environment, including datasets and user groups. It further addresses the management and deployment of reports and dashboards for secure sharing and content distribution.

Target Audience

This course is designed for data professionals and business intelligence specialists seeking to master accurate data analysis using Power BI. It is also tailored for individuals who develop reports that visualize data from platform technologies hosted in the cloud or on-premises.

Acquired Skills

• Ingest, clean, and transform data
• Model data for performance and scalability
• Design and create reports for data analysis
• Apply and perform advanced report analytics
• Manage and share report assets

This course addresses the methodologies and best practices aligned with business and technical requirements for modeling, visualizing, and analyzing data using Power BI. It demonstrates how to access and process data from diverse sources, including both relational and non-relational databases. The course further examines the implementation of robust security standards and policies across the Power BI environment, encompassing datasets and user groups. Additionally, it covers the management and deployment of reports and dashboards for secure content distribution. Finally, it provides instructions on constructing paginated reports within the Power BI service and publishing them to workspaces for integration.

Power BI serves as a comprehensive business intelligence and data visualization platform, enabling users to integrate, process, and interpret data from multiple operational sources.

This instructor-facilitated, live training session (available online or onsite) is designed for personnel ranging from novice to intermediate proficiency who seek to enhance their capabilities in data analysis and the creation of interactive analytical dashboards using Power BI.

Upon completion of this training, participants will be equipped to:

• Apply core concepts of data analysis to support evidence-based decision-making.
• Prepare, refine, and transform data assets using Power Query.
• Develop clear and functional dashboards and interactive reports for organizational use.
• Implement secure protocols for publishing and sharing dashboards with relevant stakeholders.

Instructional Format

• Interactive lecture modules and facilitated discussions.
• Practical application exercises using Power BI with representative sample data.
• Supervised practical tasks and live software demonstrations.

Program Customization

• To request a tailored training program for government requirements, please establish contact to coordinate arrangements.

This live, instructor-led training, delivered remotely or onsite, is intended for entry-level personnel aiming to sanitize and interpret data, formulate statistical estimates, and produce informative visualizations utilizing these specialized tools.

By the conclusion of this course, attendees will be equipped to:

• Grasp the fundamental mechanics of Python, R, Power Query, and Power BI for analytical purposes.
• Refine and arrange datasets through the use of Python and Power Query.
• Conduct statistical evaluations and forecasting exercises using R.
• Produce professional-grade dashboards and documentation with Power BI.
• Effectively consolidate and analyze data derived from multiple sources.

This instructor-led, live training in US (online or on-site) is designed for data analysts seeking to master techniques for data preparation in Excel and subsequent visualization in Power BI.

Upon completion of this training, participants will be prepared to:

• Understand the foundational principles, strategic objectives, and methodological approaches of data analysis.
• Apply DAX formulas in Power BI to execute complex calculations.
• Design and deploy visualizations and charts for specific analytical scenarios.
• Utilize Power View imports to transition from Excel-based Power BI models to independent Power BI environments.

Instructional Format

• Interactive instruction and collaborative discussion.
• Comprehensive exercises and practical application.
• Hands-on implementation within a live laboratory environment.

Customization Options for Training

• To request tailored training for government, please contact us to coordinate arrangements.

This module outlines the procedures for acquiring, transforming, and preparing data to generate interactive dashboards suitable for government operations.

Power BI serves as a prominent data visualization and business intelligence platform. It comprises a suite of data connectors, applications, and software services designed to retrieve data from diverse sources, process and transform that data, and generate comprehensive reports for governance and accountability purposes.

The platform also supports the publication of insights for organizational stakeholders, facilitating access via mobile devices, tablets, and other endpoints. This tutorial details a systematic approach for establishing connections to multiple data sources, executing data transformations, and constructing analytical views including charts, tables, matrices, and maps, tailored for government applications.

Training Overview
This training focuses on the Microsoft Power BI desktop environment with an emphasis on online report publishing. It is designed for professionals who possess foundational skills in report construction and require a structured approach to disseminating insights to colleagues. The curriculum includes advanced elements of online data model management to facilitate efficient and secure report sharing within government operations.

Training Objectives
The primary objective is to provide proficiency in tools that extend the functional capabilities of Microsoft Power BI desktop, specifically regarding the publication of reports to online services and their subsequent utilization in analytical processes.

Workforce Competency Enhancement
Participants will develop the ability to publish reports with efficacy. They will optimize strategies for retrieving and transforming data hosted within cloud services. The training aims to broaden expertise in utilizing analytical tools combined with online data model management, thereby strengthening professional confidence in executing data-driven tasks for government stakeholders.

Practical Application
The acquired knowledge will enhance the efficiency of report creation and the utilization of BI tools leveraging cloud solutions. Participants will experience improved accessibility to data resources and achieve a higher standard of quality in data presentation and regular updates.

Learning Outcomes
Participants will learn to leverage the Power BI service effectively. They will be equipped to establish a cohesive online reporting system. The training emphasizes the standardization of report generation methods and the creation of analytical summaries. Additionally, participants will implement advanced security measures to elevate the protection of report data.

Prepare for the Microsoft PL-300 certification with this instructor-led training in US. Designed for financial analysts, it covers data preparation, modeling, KPI creation, and dashboard visualization using Power BI. Gain practical skills through hands-on labs and exam-focused exercises.

This course outlines methodologies and best practices for modeling, visualizing, and analyzing data with Power BI, aligned with operational and technical standards. It covers data access and processing from both relational and non-relational sources. Furthermore, the course addresses the implementation of security standards and policies across the Power BI environment, including datasets and user groups. It also discusses the management and deployment of reports and dashboards for effective content distribution.