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Microsoft Power BI - Complete Beginners Guide to Financial Dashboards

Charlie Walker, CPA, FP&A Manager, Power BI Instructor

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23 Videos (2h 28m)
    • What you will get out of this course

    • Course Introduction

    • Download and Install Power BI Desktop

    • Importing the sample data set & getting familiar with visualizations

    • Dasbhoard introduction

    • Starting your Dashboard

    • Building blocks of an effective Dashboard

    • Advanced visualizations and customization

    • Spacing and sizing for prioritization of data

    • Formatting and Completion of your Dashboard

    • Publishing your Dashboard to Power BI Service

    • Advanced Visualizations: Bar Charts

    • Advanced Visualizations: Line, Combo, and Ribbon

    • Advanced Visualizations: Map Visualizations

    • Advanced Visualizations: Scattercharts

    • Advanced Visualizations: Guages, Cards, and KPIs

    • Advanced Visualizations: Pie Charts

    • Setting up table relationships

    • Introduction to DAX (Data Analysis Expressions)

    • DAX: Calculated Columns

    • DAX: Measures

    • DAX: When to use a Measure vs Calculated Column

    • 6 Case Study Skillshare


About This Class


What knowledge & tools are required?

  • Microsoft Power BI Desktop is only available for Windows at the current time, so you must have windows
  • It is preferred to at least be familiar with creating Excel formulas

What's this course about? 

Microsoft PowerBI is Microsoft’s new business intelligence tool. I will guide you from downloading and installing Microsoft Power BI Desktop to creating reports and dashboards with a sample data set. 

We will waste no time! We will get to the end product within the first 30 minutes of the course.

THEN, we will slow things down, and explain some of the intricacies of the software and learn some advanced topics of Microsoft Power Bi.

  • Do you want more from Microsoft Excel? 
  • Would you love to be able to play with massive of data sets with ease? 
  • Do you run massive files that "spin" and churn in excel when doing calculations? 
  • Do you want to learn Data Analysis and Data Visualization
  • Do you want to learn about DAX (Data Analysis Expression), the powerful data analysis language which is a HUGE hot career topic? 
  • Do you want a course that teaches you everything you need to know to get started, but doesn't waste your time with things you will likely never encounter?

This course is the perfect course for someone who wants to get their feet wet, learn some advanced functions, and take their Data Analysis to the next level with Microsoft Power BI.

1 of 1 students recommendSee All

I have to map the financials for a startup as part of a business plan, and have no idea where to start, so having discovered the visuals on here, it's a great way to get going. Thanks and congrats!
Anna Coleman

Confidence Coach





Charlie Walker

CPA, FP&A Manager, Power BI Instructor

I started my career at KPMG and then E&Y in accounting, but fell in love with doing financial analysis, analytics, and forecasting.

I'm now an FP&A (Financial Planning & Analysis) Manager where I perform data analysis, data visualizations, and analytics to find hidden trends and insights in data to support business decisions.

My teaching style is to rely on real world examples and talk about actual experiences, not just on the data analysis and report creation side but digesting...

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