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Course Outline

Overview of PL-300 Certification

  • Exam objectives and structural breakdown
  • Key skills measured and competency areas
  • Preparation resources and effective study strategies

Data Preparation for Financial Reporting

  • Extracting and cleaning data using Power Query
  • Consolidating multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modelling

  • Designing data models tailored for financial analysis
  • Establishing relationships and hierarchies (e.g., accounts, cost centres, departments)
  • Implementing measures for tracking revenue, costs, and profit

Creating Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rate
  • Utilising DAX for year-to-date and rolling calculations
  • Designing custom KPIs for in-depth business performance analysis

Visualising Financial Insights

  • Constructing executive dashboards and scorecards
  • Applying conditional formatting and key influencer visuals
  • Creating visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Reviewing common PL-300 questions and scenarios
  • Completing case-based exercises aligned with actual exam topics
  • Final review covering best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Building a comprehensive financial analysis report for a sample company
  • Integrating data modelling, measures, and visuals
  • Participating in peer review and feedback sessions

Summary and Next Steps

Requirements

  • A solid understanding of Power BI data modelling and visualisation
  • Practical experience working with financial data or reports
  • Familiarity with DAX and Excel formulas

Target Audience

  • Financial analysts preparing for the Microsoft PL-300 certification
  • Business intelligence professionals dedicated to financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights
 7 Hours

Number of participants


Price per participant

Open Training Courses require 5+ participants.

Testimonials (2)

How to use relationships in Power BIand the differences between columns and measurements

LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics

Method of training.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Provisional Upcoming Courses (Require 5+ participants)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-10-28 09:30
7 hours
Te Pou Toetoe Linwood
4400 NZD (Online)
8150 NZD (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-11 09:30
7 hours
Auckland, ANZ Centre
4400 NZD (Online)
8800 NZD (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-25 09:30
7 hours
Wellington, Plimmer Towers
4400 NZD (Online)
8150 NZD (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-09 09:30
7 hours
Te Pou Toetoe Linwood
4400 NZD (Online)
8150 NZD (Classroom)

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