Introduction to Power BI

In this recorded webinar, you will learn how to build a Power BI report from scratch. You will discover how to import and refine data, establish connections to enable communication with the software, and construct DAX formulas to facilitate insightful analysis. Lastly, you will create a dashboard that effectively summarizes your data.

Segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.

Key topics:

• Loading data from Excel into Power BI
• Transforming the loaded data so it makes sense to the user
• Linking the data tables so the information can be interpreted
• Creating DAX formula for month and year to date analysis
• Generating charting outputs to display the data including adding slicers to the data
• Uploading fresh data to update the report on a periodic basis

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: March 2023