Online Course – Certified Professional Specialization in BI Essentials for Finance Analysts (Power BI Edition) by Corporate Finance Institute

BI Skills for Finance Professionals: Learn the most in-demand tools like Power BI, DAX, and SQL to analyze and present data professionally, beyond Excel.

Suggested by: Coursera (What is Coursera?)

Professional Certificate

Beginners

No prior knowledge required

Time to complete the course

7-day free trial

No unnecessary risks

Skills you will acquire in the course

  • Developing data analysis skills
  • Data manipulation and transformation in Microsoft Power BI
  • Data visualization
  • Collecting data from a database
  • Analyze financial statements using Power BI and Excel
  • Comparing the benefits of Power BI vs. Excel
  • Transfer data between Power BI and Excel
  • Recovering financial reports in Power BI
  • Evaluating tools for different tasks
  • Import data between Power BI and Excel

What you will learn in the course

Courses for which the course is suitable

  • Data Analyst
  • Business Analyst
  • Data Project Manager
  • BI developer
  • Excel expert
  • Power BI Expert
  • Financial Statement Analyst
  • Data Consultant
  • Information Systems Manager
  • Report developer

Internship – 4-course series

This specialization helps analysts develop their data analysis skills by learning how to manipulate, transform, and visualize data in Microsoft Power BI, the most popular visualization tool. You’ll also learn how to collect data from a database.

Case study

After you complete a case study on analyzing financial statements using Power BI and Excel, you can compare the benefits of each tool and learn how to transfer data between them.

Hands-on Learning Project

The internship concludes with a case study in which you recreate a series of financial reports in Power BI. You will have the opportunity to explore the differences between Excel and Power BI, evaluate which of the two is better for certain tasks, and understand how to import data from one to the other.

Details of the courses that make up the specialization

Power BI and DAX courses

The courses offered are intended for analysts who are interested in developing their skills in Power BI and DAX, with an emphasis on creating professional and intuitive reports.

Power BI basics

The “Power BI Fundamentals” course is designed for analysts who are interested in creating professional reports from a variety of data sources. Power BI is the most widely used business intelligence tool, offering powerful functions for importing, transforming, analyzing, and presenting data.

At the end of the course you will be able to:

  • Import multiple data sources into Power BI in Power Query Editor
  • Create a data model for a report using queries as model tables
  • Analyze the data model using DAX calculated measures and columns
  • Build a Power BI report containing a variety of different visualizations
  • Add user experience elements to make it easier to interact with a Power BI report
  • Explore the Power BI service – Use Power BI Online to share reports and interact with different Power BI elements.

DAX Medium and Time Intelligence

The “Intermediate DAX and Real-Time Intelligence” course is essential for working with data and data models in Excel and Power BI. The course includes an overview of the basics of DAX formulas for creating calculated measures and columns.

At the end of the course, you will be able to:

  • Remind the key concepts of DAX: measures, calculated columns, row relationships, and filters
  • Apply functions that return a single scalar value from different data types
  • To manipulate source data with table functions
  • Analyze data over time with date and time intelligence functions.

SQL Basics for Analysts

The “SQL Fundamentals for Analysts” course focuses on the skills required to get started with SQL as an analyst, enabling you to read and transform data from a company database.

  • Learn the basic syntax of SQL to help you access a new world of data.
  • Perform the basics of sorting, filtering, and aggregating data in SQL.
  • Strengthen your understanding through real-world scenarios.

Financial reports in Power BI

The “Financial Reports in Power BI” course is the most comprehensive guide to creating financial reports in Power BI. Practice your BI skills by taking on a key role as a Business Intelligence Developer.

At the end of the course, you will be able to:

  • Create a SQL view containing data from multiple tables
  • Import the SQL view into Power BI and create a data model in Snowflake schema
  • Create temporary DAX metrics to populate the line items of financial statement templates

These courses offer practical and applied knowledge of Power BI and related tools, and are designed for anyone interested in advancing their career in data analysis and business intelligence.