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Financial Analytics with Power BI
Rating: 4.3 out of 5(3 ratings)
19 students

Financial Analytics with Power BI

Design interactive financial analysis Dashboard with Microsoft Power BI.
Created byFestMan Learning Hub, Thomas Festus Cudjoe
Last updated 1/2023
English

What you'll learn

  • Learn how to design interactive dashboard with Power BI.
  • Learn how to perform time intelligence calculations using DAX.
  • Learn how to share and consume Power BI reports.
  • Learn how to apply conditional formatting in Power BI

Course content

4 sections • 22 lectures • 1h 46m total length

  • Business Case0:53

    Case study: FestMan Stores

    FestMan stores has hired you as a Freelance Data Analyst to help them review their data and provide insights that would be valuable to the CFO and CMO of the business. The business has been performing well and the management wants to get insights into their 2014 and 2013 performance.

    The business questions

    Through internal brainstorming, the CFO has confirmed that they needed answers to the following questions:

    • What is the company's performance in 2014 compared to 2013?

    • Which countries drove the orders and profit margins of the company in the two years period?

    • What was the trend in the company's sales over the two years period?

    • Which segments were profitable?

    • What were the top 3 products of the company in terms of sales?

    • What is the profitability of the products in the different operational segments?

    To answer these questions, the company has provided you with their two years financial data for 2013 and 2014.

    1. You are required to load the data in Microsoft Power BI and analyze it to answer these questions.

    2. You are also required to design an interactive report with the insights you will discover from your analysis.

    3. Finally, you are to explore the options in Power BI for sharing the report with your stakeholders. All the best.

  • Background of required task0:20

    Here is your task

    In this task, you will be required to:

    • Connect and import the dataset into Power BI. There are two ways you can do this. You can download the data in the next section and import it into Power BI. You can also connect to the data directly in Power BI using the Try sample dataset option in Power BI.


    • Clean and transform the data in Power Query addressing any data cleaning issues you identify.

    • Then load the data into Power BI.

  • Dataset0:18
  • Connecting and importing the Dataset3:05
  • Transform and Load Data5:01

Requirements

  • Basic knowledge of Power BI

Description

Are you considering a career in the Data space?

One of the ways to build your skills and your portfolio is to work on projects.

In this course, you will have the opportunity to expand your knowledge and skills in Power BI by learning how to design practical and interactive financial dashboards. This course covers the report development process in Power BI. We will start by connecting to data, cleaning, and transforming the Data. Then we will move on to Data modeling and DAX. Here you will learn how to analyze data using Data Analysis expressions. You will also learn how to perform time-based calculations such as Year Over Year change etc. using Time intelligence functions in Power BI. Finally, you will learn to visualize your data to design interactive reports in Power BI.

By the end of this guided project, you’ll be extremely comfortable building reports and dashboards in Power BI.


Key learning outcomes:

· Data cleaning and modelling

· Data analysis with DAX

· Time intelligence

· Conditional formatting

· Data visualization

· Reporting development


What our Students are saying

All concepts are carefully explained and illustrated. I enjoy every bit of the training. Thank you to all the Festman team. Brilliant Course.

~Folorunso Adebare Lala


The course is easy to understand and the instructor explains the content quite well. The content is plentiful and great in a well put project.

~Octavio


Who this course is for:

  • Power BI Beginers
  • Finance professionals who want to learn how to design reports and dashboards with Power BI
  • Data analyst who want to develop practical skills in Power BI

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