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Course Outline
Overview of PL-300 Certification
- Exam objectives and structural breakdown
- Measured skills and key competency areas
- Recommended preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data via Power Query
- Consolidating multiple financial data sources
- Managing time-based and transactional data
Financial Data Modeling
- Structuring data models for effective financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profit
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Designing custom KPIs to enhance business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Utilizing conditional formatting and key influencers visuals
- Developing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of common PL-300 questions and scenarios
- Case-based exercises centered on real 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 modeling, measures, and visualizations
- Peer review and feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience working with financial data or reports
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
7 Hours
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
engagement with the attendees