BI Essentials for Finance Analysts (Power BI Edition)

Corporate Finance Institute via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Duration & workload

4 weeks, 10 hours a week

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Overview

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This specialization helps analysts to advance their data analysis skills by learning to manipulate, transform, and visualize data in Microsoft Power BI, the most widely used data visualization tool. You’ll also understand how to source data from a database. After completing a case study on financial statement analysis in both Power BI and Excel, you’ll be able to compare and contrast the merits of each tool, and how to move data between them.

Syllabus

Course 1: Power BI Fundamentals
Course 2: Intermediate DAX & Time Intelligence
Course 3: SQL Fundamentals for Data Analysts
Course 4: Financial Statements in Power BI

Courses

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5 hours 11 minutes
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Focus on the skills you need to get started with SQL as a data analyst, allowing you to read & transform data and gather insights from a company database. • Learn the basic SQL syntax that will help you access a whole new world of data. • Focus on the read-only functionality that matters for a data analyst, and get to insights quickly. • Perform the basics of data sorting, filtering, and aggregation in SQL to start uncovering valuable insights • Solidify your understanding through real-world scenarios, applying your newfound SQL skills in a variety of practical exercises
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5 hours 25 minutes
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Power BI Fundamentals is for analysts looking to create professional, meaningful, and intuitive Power BI reports from a variety of data sources. Power BI is the most widely adopted business intelligence tool, offering powerful functionality to import, transform, analyze, and visualize data. In this course, you will learn the fundamental skills in Power BI that will allow you to create meaningful and visual stories with your data. We will start with the core-functionality and slowly build upon it as we create a two-page Power BI report that analyzes the sales, costs, and targets for a retail business. All areas of Power BI will be covered: importing and transforming data in the Power Query Editor, analyzing data with DAX, visualizing data and adding interactivity with user experience elements, and sharing reports in the Power BI Service. Upon completing this course, you will be able to: • Import multiple sources of data into Power BI with the Power Query Editor • Create a report data model using queries as the model tables • Analyze the data model using DAX measures and calculated columns • Build a Power BI report containing a variety of different visuals • Add user experience elements to make a Power BI report easier and more intuitive to interact with • Explore the Power BI Service—use Power BI online to share reports and interact with different Power BI elements
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6 hours 9 minutes
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Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You will be helping a retail company automate and visualize their most important financial statements. Creating Financial Statements in Power BI poses three significant challenges which we will help you solve, using a combination of BI tools. Challenge 1: How to replicate financial statement layouts and formatting Challenge 2: How to create account subtotals and other DAX summaries Challenge 3: How to create the more complex cash flow statement By the end of the course, you should be able to: Create a SQL View containing data from multiple tables Import the SQL View into Power BI and create a snowflake schema Data Model Enhance the Data Model with a custom Headers Table to provide the template for building Financial Statements Create staging DAX measures to populate the line items of the Financial Statement templates Create a DAX measure that combines the staging DAX measures to populate the body of the Financial Statements Create three Financial Statements in Excel using Cube Formulas that reference the Data Model This case study is perfect for anyone who would like to apply their Power BI and DAX skills in a real world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Power BI and related BI tools.
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5 hours 4 minutes
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DAX is essential for working with data and data models in Excel and Power BI. Many analysts start building complex DAX formulas, without a solid grounding in DAX basics, context manipulation, and time intelligence. In this course, we’ll quickly review the basics of DAX formulas for creating Measures and Calculated Columns. We’ll explore the difference between DAX functions that return a scalar value, and those that return a table. With this deep understanding of scalar values and tables, we'll show you the ins and outs of data modeling and context manipulation. Additionally, we'll demonstrate how DAX Studio can integrate with Excel and Power BI, speeding up your DAX development process. If you want to get better at using Excel and Power BI, and understand the power of DAX Studio, this course is for you. We keep it simple, clear, and focused, so you can learn fast and start applying your new skills right away. By the end of the course, you should be able to: Recall the core concepts of DAX: measures, calculated columns, row & filter Context Apply functions that return a single, scalar value of various data types Manipulate source data with Table Functions Apply DAX concepts and functions on a Data Model Analyze data over time with Date & Time Intelligence functionality This DAX course is perfect for anyone who would like to build up their understanding of Business Intelligence in Excel and Power BI. This course is designed to equip anyone who desires to supercharge their career in data analysis, business intelligence, or other areas of finance with the fundamental knowledge of DAX.