Use Power Bi for Financial Data Analysis


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In this Guided Project, you will:

Navigate and understand the process of importing data into Power Bi.

Use Power Query to clean data before constructing visuals and reports. Determine relationships between data and use reference tables in Power Bi.

Create and design a reporting dashboard with dynamic features. Publish and share your report

2 hours
No download needed
Split-screen video
Desktop only

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.

Skills you will develop

  • Financial Analysis

  • Financial Statement

  • Data Analysis

  • Data Reporting

  • Data Visualization (DataViz)

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Review the Power Bi interface and navigate the various options for importing data.

  2. Identify and load your data into Power Bi. Navigate through the load and transform features and ensure the data is clean before completing the data load.

  3. Identify and establish relationships between data files in Power Bi. Create referencefiles for easy adjustments to your visualizations.

  4. Create visualizations and order them in an aesthetically pleasing layout.

  5. Publish your report to a public address or export to pdf.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

By purchasing a Guided Project, you'll get everything you need to complete the Guided Project including access to a cloud desktop workspace through your web browser that contains the files and software you need to get started, plus step-by-step video instruction from a subject matter expert.

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

Guided Projects are not eligible for refunds. See our full refund policy.

Financial aid is not available for Guided Projects.

Auditing is not available for Guided Projects.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.