Creating a Modern Financial Dashboard
in Power BI

LOCATION: Microsoft Teams Webinar
RECORDINGS: Available for 6-months following the webinar
January 30th & 31st: 7:30AM - 11:30AM PT (Check Local Time)

This course is designed for financial users want to learn to enhance Power BI reporting. In this course, you will learn valuable tools and skills to create advanced features to display financial data correctly. It will explore different options to overcome common challenges users regularly face when dealing with financial data. It will also cover different visuals designed specifically for financial reporting.

This course is focused on options to visualize and present data in Power BI for financial data. Although it covers some data modelling, the core focus is productivity and visual choice for financial based data.

SUPER EARLY BIRD DISCOUNT (UNTIL JANUARY 1st) - $250
EARLY BIRD DISCOUNT (UNTIL JANUARY 15th) - $299
REGULAR PRICE - $399

Purchase via Havens Analytics here:
https://www.havensconsulting.net/financial-training

The modules covered in this course are as follows:

Architecting a Financial Solution: This module focuses on understanding data processing paradigms, Power BI connection types, and architectural considerations for financial reporting.

Data Modeling for Financial Data: In this module, you'll learn about effective financial data modeling, including fact and dimension tables, and gain insights into various modeling techniques.

Visualizations for Financial Data: Discover techniques for creating insightful visualizations in financial reporting, including dynamic formatting and advanced visualization using DAX and Calculation groups.

Advanced Visualizations for Financial Data: This module explores advanced visualization options, such as custom visuals, IBCS standards, and visual-level calculations, enhancing your financial reporting capabilities.

Enterprise Financial Features: Learn about advanced features like scenario forecasting, data entry, write-back, and export/scheduled reports for comprehensive financial data management.

Prerequisites:

You should have knowledge of basic Power BI, including how to connect to data and pull a report. Familiarity with Power Query, using custom visuals, and writing DAX measures is required.