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Cole Hamilton
In this project, learners will have a guided look through Power Bi dynamic reports and visualizations for financial data analysis. As you view, load, and transform your data in Power Bi, you will learn which steps are key to making an effective financial report dashboard and how to connect your report for dynamic visualizations. Data reporting and visualization is the most critical step in a financial, business, or data analyst’s functions. The data is only as effective if it can be communicated effectively to key stakeholders in the organization. Effective communication of data starts here.
Register for this course and see more details by visiting:
OpenCourser.com/course/aqc1n8/use
What's inside
Syllabus
Project Overview
In this project, you will use Power Bi to create a financial data analysis dashboard.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Taught by Cole Hamilton, who are recognized for their work in Power Bi
Develops key skills for financial analysts, business analysts, and data analysts
Covers essential steps for creating effective financial report dashboards in Power Bi
Provides guided practice in loading, transforming, and visualizing data for financial analysis
Emphasizes the importance of data communication for key stakeholders
May require prior knowledge of Power Bi or data analysis fundamentals
Save this course
Save Use Power Bi for Financial Data Analysis to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Use Power Bi for Financial Data Analysis with these
activities:
Review your notes from a recent course on financial accounting
Show steps
Reviewing accounting principles will help you understand the data you’ll be working with.
Browse courses on
Financial Accounting
Show steps
-
Gather your notes from your previous financial accounting course
-
Review the notes, making sure to focus on the basics of financial accounting, such as the accounting equation, the balance sheet, and the income statement
Complete the Power BI Quick Start tutorial
Show steps
This tutorial will introduce you to the basics of Power BI and help you get started with creating your own reports and visualizations.
Browse courses on
Power BI
Show steps
-
Go to the Power BI website and click on the 'Get Started' button
-
Follow the steps in the tutorial to create your first Power BI report
Join a study group or online forum for Power BI users
Show steps
Connecting with other Power BI users can help you learn from their experiences and get help with your own projects.
Browse courses on
Power BI
Show steps
-
Search for Power BI study groups or online forums
-
Join a group or forum and introduce yourself
-
Participate in discussions and ask questions
Three other activities
Expand to see all activities and additional details
Show all six activities
Practice creating Power BI reports and visualizations
Show steps
The best way to learn Power BI is by practicing. Try creating your own reports and visualizations using the data you’ve gathered.
Browse courses on
Power BI
Show steps
-
Choose a dataset to work with
-
Import the data into Power BI
-
Create a report and add visualizations to it
Contribute to open source projects related to Power BI
Show steps
Contributing to open source projects can help you learn about the inner workings of Power BI.
Browse courses on
Power BI
Show steps
-
Find open source projects related to Power BI
-
Choose a project to contribute to
-
Follow the project's contribution guidelines
Particiapte in Power BI challenges and competitions
Show steps
Participating in challenges and competitions can help you test your skills and learn from others.
Browse courses on
Power BI
Show steps
-
Find Power BI challenges and competitions
-
Read the rules and regulations
-
Submit your work
Review your notes from a recent course on financial accounting
Show steps
Reviewing accounting principles will help you understand the data you’ll be working with.
Browse courses on
Financial Accounting
Show steps
Show steps
Show steps
- Gather your notes from your previous financial accounting course
- Review the notes, making sure to focus on the basics of financial accounting, such as the accounting equation, the balance sheet, and the income statement
Complete the Power BI Quick Start tutorial
Show steps
This tutorial will introduce you to the basics of Power BI and help you get started with creating your own reports and visualizations.
Browse courses on
Power BI
Show steps
Show steps
Show steps
- Go to the Power BI website and click on the 'Get Started' button
- Follow the steps in the tutorial to create your first Power BI report
Join a study group or online forum for Power BI users
Show steps
Connecting with other Power BI users can help you learn from their experiences and get help with your own projects.
Browse courses on
Power BI
Show steps
Show steps
Show steps
- Search for Power BI study groups or online forums
- Join a group or forum and introduce yourself
- Participate in discussions and ask questions
Three other activities
Expand to see all activities and additional details
Show all six activities
Practice creating Power BI reports and visualizations
Show steps
The best way to learn Power BI is by practicing. Try creating your own reports and visualizations using the data you’ve gathered.
Browse courses on
Power BI
Show steps
Show steps
Show steps
- Choose a dataset to work with
- Import the data into Power BI
- Create a report and add visualizations to it
Contribute to open source projects related to Power BI
Show steps
Contributing to open source projects can help you learn about the inner workings of Power BI.
Browse courses on
Power BI
Show steps
Show steps
Show steps
- Find open source projects related to Power BI
- Choose a project to contribute to
- Follow the project's contribution guidelines
Particiapte in Power BI challenges and competitions
Show steps
Participating in challenges and competitions can help you test your skills and learn from others.
Browse courses on
Power BI
Show steps
Show steps
Show steps
- Find Power BI challenges and competitions
- Read the rules and regulations
- Submit your work
Career center
Learners who complete Use Power Bi for Financial Data Analysis will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
Financial analysts use data to make informed decisions about investments and financial strategies. This course can help you develop the skills you need to become a successful financial analyst, such as how to analyze financial data, create financial models, and make investment recommendations. The course also covers topics such as financial reporting and budgeting, which are essential for financial analysts.
Business Analyst
Business Analyst
Business analysts use data to identify and solve business problems. This course can help you develop the skills you need to become a successful business analyst, such as how to analyze business data, create business models, and make business recommendations. The course also covers topics such as project management and stakeholder management, which are essential for business analysts.
Data Analyst
Data Analyst
Data analysts use data to make informed decisions about a wide range of business problems. This course can help you develop the skills you need to become a successful data analyst, such as how to analyze data, create data models, and make data recommendations. The course also covers topics such as data mining and machine learning, which are essential for data analysts.
Financial Planner
Financial Planner
Financial planners help individuals and families plan for their financial future. This course can help you develop the skills you need to become a successful financial planner, such as how to analyze financial data, create financial plans, and make investment recommendations. The course also covers topics such as estate planning and retirement planning, which are essential for financial planners.
Auditor
Auditor
Auditors examine financial records to ensure that they are accurate and complete. This course can help you develop the skills you need to become a successful auditor, such as how to analyze financial data, identify financial risks, and make audit recommendations. The course also covers topics such as internal controls and financial reporting, which are essential for auditors.
Management Consultant
Management Consultant
Management consultants help businesses improve their performance. This course can help you develop the skills you need to become a successful management consultant, such as how to analyze business data, create business plans, and make business recommendations. The course also covers topics such as project management and stakeholder management, which are essential for management consultants.
Portfolio Manager
Portfolio Manager
Portfolio managers manage investments for individuals and institutions. This course can help you develop the skills you need to become a successful portfolio manager, such as how to analyze financial data, create investment portfolios, and make investment recommendations. The course also covers topics such as risk management and asset allocation, which are essential for portfolio managers.
Investment Banker
Investment Banker
Investment bankers help companies raise capital. This course can help you develop the skills you need to become a successful investment banker, such as how to analyze financial data, create financial models, and make investment recommendations. The course also covers topics such as mergers and acquisitions, which are essential for investment bankers.
Risk Manager
Risk Manager
Risk managers identify and manage risks for businesses. This course can help you develop the skills you need to become a successful risk manager, such as how to analyze financial data, identify financial risks, and make risk management recommendations. The course also covers topics such as risk assessment and risk mitigation, which are essential for risk managers.
Financial Advisor
Financial Advisor
Financial advisors help individuals and families plan for their financial future. This course can help you develop the skills you need to become a successful financial advisor, such as how to analyze financial data, create financial plans, and make investment recommendations. The course also covers topics such as estate planning and retirement planning, which are essential for financial advisors.
Insurance Analyst
Insurance Analyst
Insurance analysts evaluate insurance risks and make insurance recommendations. This course can help you develop the skills you need to become a successful insurance analyst, such as how to analyze financial data, create insurance models, and make insurance recommendations. The course also covers topics such as insurance underwriting and insurance pricing, which are essential for insurance analysts.
Loan Officer
Loan Officer
Loan officers evaluate loan applications and make loan decisions. This course can help you develop the skills you need to become a successful loan officer, such as how to analyze financial data, assess credit risk, and make loan recommendations. The course also covers topics such as loan underwriting and loan processing, which are essential for loan officers.
Real Estate Agent
Real Estate Agent
Real estate agents help people buy and sell real estate. This course can help you develop the skills you need to become a successful real estate agent, such as how to analyze financial data, create marketing plans, and negotiate contracts. The course also covers topics such as property law and real estate finance, which are essential for real estate agents.
Tax Accountant
Tax Accountant
Tax accountants help businesses and individuals comply with tax laws. This course can help you develop the skills you need to become a successful tax accountant, such as how to analyze financial data, prepare tax returns, and make tax recommendations. The course also covers topics such as tax law and tax accounting, which are essential for tax accountants.
Financial Controller
Financial Controller
Financial controllers are responsible for the financial management of a company. This course can help you develop the skills you need to become a successful financial controller, such as how to analyze financial data, create financial reports, and make financial recommendations. The course also covers topics such as financial accounting and financial management, which are essential for financial controllers.
For more career information including salaries, visit:
OpenCourser.com/course/aqc1n8/use
Reading list
We've selected eight books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Use Power Bi for Financial Data Analysis.
Save
Comprehensive guide to financial analysis. It covers topics such as financial statement analysis, valuation, and forecasting. It valuable resource for those who want to learn more about financial analysis and prepare for the CFA exam.
Provides a comprehensive overview of financial analysis. It covers topics such as financial statement analysis, valuation, and forecasting. It valuable resource for those who want to learn more about financial analysis.
Classic guide to investing. It provides a comprehensive overview of investment principles and strategies. It valuable resource for those who want to learn more about investing.
Save
Provides a practical guide to using Power BI for financial analysis. It covers a wide range of topics, including data modeling, data visualization, and financial reporting.
Provides a comprehensive overview of financial modeling. It covers topics such as building financial models, forecasting financial data, and analyzing financial risk. It valuable resource for those who want to learn more about financial modeling.
Provides a gentle introduction to Power BI for beginners. It covers all the basics of using Power BI, from creating reports to publishing dashboards.
Provides a comprehensive guide to using Power BI for business intelligence. It covers all the steps involved in the business intelligence process, from data collection to data visualization.
Provides a gentle introduction to Power BI for beginners. It covers all the basics of using Power BI, from creating reports to publishing dashboards.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/aqc1n8/use
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Effort
2 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Cole Hamilton
Language
English
Good to know
Taught by Cole Hamilton, who are recognized for their work in Power Bi
Develops key skills for financial analysts, business analysts, and data analysts
Covers essential steps for creating effective financial report dashboards in Power Bi
Provides guided practice in loading, transforming, and visualizing data for financial analysis
Emphasizes the importance of data communication for key stakeholders
May require prior knowledge of Power Bi or data analysis fundamentals
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