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Course Outline
PL-300 Certification Overview
- Exam objectives, structure, and format
- Assessed skills and core competency areas
- Recommended preparation resources and effective study strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data efficiently using Power Query
- Consolidating multiple financial data sources
- Managing time-based and transactional data structures
Financial Data Modeling
- Structuring data models optimized for financial analysis
- Configuring relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for comprehensive revenue, cost, and profit tracking
Financial KPIs and Calculations
- Defining key financial metrics: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling calculations
- Designing custom KPIs to enhance business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and performance scorecards
- Leveraging conditional formatting and key influencer visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analyzing common PL-300 question types and scenarios
- Engaging in case-based exercises aligned with real exam topics
- Final review: reinforcing best practices and effective test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample company
- Integrating data modeling, measures, and visual elements
- Participating in peer review and constructive feedback sessions
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience in handling financial data or generating financial reports
- Fundamental understanding of DAX and Excel formula application
Target Audience
- Financial analysts currently preparing for the Microsoft PL-300 certification
- Business intelligence specialists dedicated to financial reporting solutions
- Accountants and finance managers leveraging Power BI for data-driven decision-making
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
Method of training.