BI Essentials for Finance Analysts (Power BI Edition) Specialization

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.

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

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.