12 Week's - Advanced Power BI Job Ready Program

SECTION 1: Welcome to the Power BI Experience

Lecture 1.1 — Who This Course Is For and What You Will Build

Lecture 1.2 — The Power BI Opportunity in Finance Right Now

Lecture 1.3 — How This Course Is Structured and How to Get the Most Out of It

Lecture 1.4 — Setting Up Your Environment — Downloading Power BI Desktop

Lecture 1.5 — A Quick Look at What We Will Build — Four Finance Dashboards

SECTION 2: Basics Of Power BI

Lecture 2.1 — What Power BI Actually Does in a Finance Team

Lecture 2.2 — Power BI Desktop vs Service vs Mobile — Know the Difference

Lecture 2.3 — The Power BI Workflow — From Raw Data to Executive Dashboard

Lecture 2.4 — Import vs DirectQuery — Which One to Use and Why

Lecture 2.5 — Navigating the Power BI Desktop Interface

Lecture 2.6 — Understanding the Three Views — Report, Data and Model

Lecture 2.7 — Your First Data Connection — Connecting an Excel File

SECTION 3: DATA LOADING AND CONNECTIONS

Lecture 3.1 — Connecting to Excel — The Finance Professional's Primary Source

Lecture 3.2 — Connecting to CSV Files

Lecture 3.3 — Connecting to SQL Databases

Lecture 3.4 — Connecting to Multiple Sources at Once

Lecture 3.5 — Folder Connections — Loading Multiple Files Automatically

Lecture 3.6 — Understanding How Data Flows Into the Model

Lecture 3.7 — Common Data Loading Errors and How to Fix Them

SECTION 4: DATA CLEANING WITH POWER QUERY

Lecture 4.1 — Why Power Query Is the Most Underrated Skill in Power BI

Lecture 4.2 — The Power Query Editor Interface — A Complete Walkthrough

Lecture 4.3 — Removing Duplicates and Handling Null Values

Lecture 4.4 — Changing Data Types — The Most Common Mistake Beginners Make

Lecture 4.5 — Splitting and Merging Columns

Lecture 4.6 — Replacing and Transforming Values

Lecture 4.7 — Filtering Rows — Keeping Only What You Need

Lecture 4.8 — Renaming and Reordering Columns for Finance Reporting

Lecture 4.9 — The Applied Steps Concept — Your Audit Trail in Power Query

Lecture 4.10 — Appending Queries — Combining Multiple Tables Into One

Lecture 4.11 — Merging Queries — The Power Query Version of VLOOKUP

Lecture 4.12 — Unpivoting Data — Turning Wide Finance Data Into Analyzable Format

Lecture 4.13 — Real World Exercise — Cleaning a Messy Trial Balance From Scratch

SECTION 5: DATA MODELING FOR FINANCE

Lecture 5.1 — Why Data Modeling Is the Foundation of Every Good Dashboard

Lecture 5.2 — Fact Tables vs Dimension Tables — The Core Concept

Lecture 5.3 — Understanding Star Schema and Why Finance Teams Use It

Lecture 5.4 — Building Your First Star Schema Model

Lecture 5.5 — Creating Relationships Between Tables

Lecture 5.6 — Cardinality — One to Many, Many to Many, One to One

Lecture 5.7 — Filter Direction — Single vs Bidirectional and When to Use Each

Lecture 5.8 — Active vs Inactive Relationships

Lecture 5.9 — The Date Table — Why You Must Always Have One

Lecture 5.10 — Building a Proper Date Table From Scratch

Lecture 5.11 — Hiding Fields and Organizing Your Model for Clean Reporting

Lecture 5.12 — Common Data Modeling Mistakes in Finance and How to Avoid Them

Lecture 5.13 — Real World Exercise — Building a Finance Data Model From Scratch

SECTION 6: DAX FOUNDATIONS

Lecture 6.1 — What Is DAX and Why It Is Not as Scary as You Think

Lecture 6.2 — Calculated Columns vs Measures — The Most Important Distinction in DAX

Lecture 6.3 — Your First Measures — SUM, COUNT, AVERAGE, MIN, MAX

Lecture 6.4 — DIVIDE — The Safe Way to Do Division in Finance Dashboards

Lecture 6.5 — IF and SWITCH — Conditional Logic in DAX

Lecture 6.6 — RELATED — Pulling Data Across Tables

Lecture 6.7 — Introduction to CALCULATE — The Most Powerful Function in Power BI

Lecture 6.8 — CALCULATE With Filters — Changing Context on Demand

Lecture 6.9 — Building Your First Real Finance Metrics — Revenue, COGS, Gross Margin

Lecture 6.10 — Building Operating Expense Metrics

Lecture 6.11 — Building Net Profit and EBITDA Measures

Lecture 6.12 — Real World Exercise — Building a Complete P&L Metric Set From Scratch

SECTION 7: ADVANCED DAX FOR FINANCE ANALYTICS

Lecture 7.1 — Understanding Row Context vs Filter Context — The Key to Mastering DAX

Lecture 7.2 — CALCULATE in Depth — Every Filter Argument Explained

Lecture 7.3 — ALL and ALLEXCEPT — Removing Filters When You Need To

Lecture 7.4 — FILTER — Creating Custom Filter Conditions

Lecture 7.5 — SUMX and Iterator Functions — Row by Row Calculations

Lecture 7.6 — RANKX — Ranking Products, Regions and Salespeople in Finance Reports

Lecture 7.7 — TOPN — Showing Only Top Performers in Your Dashboard

Lecture 7.8 — SELECTEDVALUE and HASONEVALUE — Dynamic Titles and Labels

Lecture 7.9 — SWITCH with TRUE — The Advanced Conditional Logic Pattern

Lecture 7.10 — Building Variance Analysis Measures — Actual vs Budget vs Forecast

Lecture 7.11 — Building Dynamic KPI Measures That Change Based on Slicer Selection

Lecture 7.12 — Real World Exercise — Advanced DAX for a Finance Analytics Dashboard

SECTION 8: TIME INTELLIGENCE FOR FINANCE

Lecture 8.1 — Why Time Intelligence Is Non-Negotiable in Finance Dashboards

Lecture 8.2 — The Date Table Revisited — Making Sure It Is Time Intelligence Ready

Lecture 8.3 — TOTALYTD — Year to Date Calculations

Lecture 8.4 — TOTALQTD and TOTALMTD — Quarter and Month to Date

Lecture 8.5 — SAMEPERIODLASTYEAR — Year on Year Comparisons

Lecture 8.6 — DATEADD — Flexible Period Comparisons

Lecture 8.7 — Month on Month Growth — Building the Formula From Scratch

Lecture 8.8 — Year on Year Growth Percentage

Lecture 8.9 — Rolling 3 Month and 12 Month Averages

Lecture 8.10 — Cumulative Totals — Running Revenue and Expense Tracking

Lecture 8.11 — Building a Dynamic Period Comparison — This Year vs Last Year Toggle

Lecture 8.12 — Real World Exercise — Full Time Intelligence Suite for a Finance Dashboard

SECTION 9: VISUALS AND DASHBOARD DESIGN

Lecture 9.1 — The Golden Rule of Finance Dashboards — A CFO Should Read It in 10 Seconds

Lecture 9.2 — Choosing the Right Visual for the Right Finance Metric

Lecture 9.3 — Bar and Column Charts — When and How to Use Them

Lecture 9.4 — Line Charts — Trend Analysis for Finance Reporting

Lecture 9.5 — Tables and Matrix Visuals — The Finance Professional's Best Friend

Lecture 9.6 — KPI Cards — Making Key Numbers Impossible to Miss

Lecture 9.7 — Waterfall Charts — Perfect for Variance and Bridge Analysis

Lecture 9.8 — Slicers and Filters — Making Your Dashboard Interactive

Lecture 9.9 — Drill Down and Drill Through — Letting Users Explore the Data Themselves

Lecture 9.10 — Conditional Formatting — Making Numbers Tell a Story Visually

Lecture 9.11 — Bookmarks and Buttons — Building Navigation Into Your Dashboard

Lecture 9.12 — Dashboard Layout and Design Principles for Finance

Lecture 9.13 — Color, Typography and Spacing — Making Your Dashboard Look Professional

Lecture 9.14 — Real World Exercise — Designing a Clean Finance Dashboard Layout From Scratch

SECTION 10: CAPSTONE PROJECTS - FINANCE VIEW DASHBOARD

Lecture 10.1 — Project Overview — What We Are Building and Why It Matters

Lecture 10.3 — Cleaning and Loading the Finance Data in Power Query

Lecture 10.4 — Building the Finance Data Model

Lecture 10.5 — Writing Revenue and Gross Margin Measures

Lecture 10.6 — Writing Operating Expense and EBITDA Measures

Lecture 10.7 — Building the P&L Summary Visual

Lecture 10.8 — Building Revenue Trend and Variance Charts

Lecture 10.9 — Adding Department and Region Slicers

Lecture 10.10 — Building the Complete Finance View Dashboard

Lecture 10.11 — Adding Conditional Formatting and KPI Indicators

Lecture 10.12 — Final Review — How to Present This Dashboard in an Interview.

SECTION 11: CAPSTONE PROJECT - Supply Chain Dashboard

Lecture 11.1 — Project Overview — Why Finance Professionals Need to Understand Supply Chain

Lecture 11.2 — Understanding the Dataset — Inventory, Orders and Fulfilment Data

Lecture 11.3 — Cleaning and Loading Supply Chain Data

Lecture 11.4 — Building the Supply Chain Data Model

Lecture 11.5 — Key Supply Chain Metrics — Inventory Turnover, Fill Rate, Lead Time

Lecture 11.6 — Writing DAX Measures for Supply Chain Analytics

Lecture 11.7 — Building the Inventory Overview Visual

Lecture 11.8 — Building the Order Fulfilment and Delivery Performance Charts

Lecture 11.9 — Adding Vendor and Category Slicers

Lecture 11.10 — Building the Complete Supply Chain Dashboard

Lecture 11.11 — Final Review — How to Present This Dashboard in an Interview

SECTION 12: CAPSTONE PROJECT - Marketing View Dashboard

Lecture 12.1 — Project Overview — Why Finance Teams Are Expected to Understand Marketing Metrics

Lecture 12.2 — Understanding the Dataset — CAC, LTV, Campaign and Revenue Data

Lecture 12.3 — Cleaning and Loading Marketing Data

Lecture 12.4 — Building the Marketing Data Model

Lecture 12.5 — Key Marketing Finance Metrics — CAC, LTV, LTV to CAC Ratio, ROI

Lecture 12.6 — Writing DAX Measures for Marketing Analytics

Lecture 12.7 — Building the Campaign Performance Visual

Lecture 12.8 — Building the Customer Acquisition and Revenue Charts

Lecture 12.9 — Adding Channel and Time Period Slicers

Lecture 12.10 — Building the Complete Marketing View Dashboard

Lecture 12.11 — Final Review — How to Present This Dashboard in an Interview.

SECTION 13: CERTIFICATION - Exam

BONUS 1: Basics to Advanced Excel Course (Recorded + Live)

BONUS 2: 5 - 1:1 Sessions