Get in Touch

Course Outline

Introduction to PL-300 Certification

  • Exam objectives and format
  • Assessed skills and competency domains
  • Recommended preparation resources and study approaches

Data Preparation for Financial Reporting

  • Extracting and cleansing data using Power Query
  • Merging multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modelling

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

Developing Financial KPIs and Calculations

  • Essential financial metrics: ROI, variance, margin, and growth rates
  • Utilising DAX for year-to-date and rolling calculations
  • Designing custom KPIs to support business performance analysis

Visualising Financial Insights

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

Exam Readiness and Practice

  • Reviewing typical PL-300 questions and scenarios
  • Case-based exercises aligned with real exam topics
  • Final review: best practices and test-taking strategies

Practical Project: Financial Dashboard Simulation

  • Constructing a comprehensive financial analysis report for a sample company
  • Integrating data modelling, measures, and visual elements
  • Peer review and feedback session

Conclusion and Next Steps

Requirements

  • Familiarity with Power BI data modelling and visualisation techniques
  • Experience handling 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 with a focus on 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)

2026-10-19 09:30
7 hours
Cliftons Perth
3900 AUD (Online)
7500 AUD (Classroom)

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

2026-11-02 09:30
7 hours
Sydney King Street
3900 AUD (Online)
7200 AUD (Classroom)

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

2026-11-16 09:30
7 hours
London Circuit
3900 AUD (Online)
7200 AUD (Classroom)

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

2026-11-30 09:30
7 hours
200 Mary Street, Brisbane
3900 AUD (Online)
7200 AUD (Classroom)

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

2026-12-14 09:30
7 hours
Adelaide City Central
3900 AUD (Online)
7200 AUD (Classroom)

Related Courses

Advanced Power BI

 21 Hours

This instructor-led live training in Australia (online or onsite) is tailored for business analysts, data analysts, and developers who wish to utilise the advanced features and tools in Power BI to conduct complex data analysis and create interactive visual reports.

By the end of this training, participants will be able to:

  • Install and configure Power BI and the necessary components.
  • Understand and explore the advanced features, components, and tools in Power BI.
  • Gain valuable insights on advanced data analysis and strategy.
  • Apply advanced data modelling techniques.
  • Learn how to implement advanced formulas and calculations using DAX.
  • Know the tips and tricks on data handling, visualisation, and presentation.
  • Make reports and dashboards interactive to enable collaboration within Power BI.
  • Learn and explore embedded analytics in Power BI.
Read more...

Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics

 14 Hours
This instructor-led live training in Australia equips intermediate professionals with advanced Power BI skills, including complex data modelling, DAX calculations, and interactive visualisation techniques to effectively build powerful business intelligence solutions.
Read more...

Data Analysis and Dashboarding with Power BI

 7 Hours
This live Australia training is designed to assist beginner and intermediate users in mastering data analysis with Power BI. Participants will learn to prepare data, build interactive dashboards, and securely share reports, developing practical skills for data-driven decision-making in contemporary business environments.
Read more...

Data Analysis with Python, R, Power Query, and Power BI

 21 Hours

This instructor-led, live training in Australia (online or onsite) is tailored for beginner-level professionals looking to clean and analyse data, perform statistical forecasting, and generate insightful visualisations using these tools.

By the conclusion of this training, participants will be capable of:

  • Gaining a foundational understanding of Python, R, Power Query, and Power BI for data analysis.
  • Cleaning and organising datasets using Python and Power Query.
  • Conducting statistical analysis and forecasting with R.
  • Developing professional dashboards and reports with Power BI.
  • Effectively integrating and analysing data from diverse sources.
Read more...

Excel to Power BI

 7 Hours

This instructor-led, live training in Australia (online or onsite) is designed for data analysts seeking to learn techniques for preparing data in Excel and then visualising it within Power BI.

Upon completion of this training, participants will be able to:

  • Grasp the principles, objectives, and approaches of data analysis.
  • Apply DAX formulas in Power BI for complex calculations.
  • Create and utilise visualisations and charts for specific analysis scenarios.
  • Import via Power View to transition from Excel-based workflows to independent Power BI environments.
Read more...

Power BI Dashboards

 14 Hours
Discover how to construct interactive dashboards using Power BI. Learn to process data, develop visual reports, and manage sharing within Australia. This course covers essential skills such as data connectors, advanced filtering, and best practices for effective business intelligence and organisation-wide access.
Read more...

Power BI

 14 Hours

This live, instructor-led training in Australia—delivered either online or on-site—is designed for data professionals and business analysts at beginner to intermediate levels who want to proficiently utilise Power BI for data analysis and visualisation.

By the conclusion of this program, participants will be able to:

  • Comprehend the architecture of Power BI and its essential components.
  • Connect to various data sources and carry out data transformations.
  • Construct effective visualisations and interactive dashboards.
  • Implement row-level security and oversee data access.
Read more...

Power BI and Power Apps for Data Visualization and Business Process Automation

 21 Hours
This hands-on course in Australia introduces Power BI and Power Apps for data visualisation and workflow automation. Learn to connect diverse data sources, build interactive dashboards, and design low-code applications that enhance operational efficiency without the need for extensive coding.
Read more...

Power BI: Basics to Advanced

 35 Hours

This instructor-led, live training in Australia (online or onsite) is designed for beginner to intermediate data professionals who wish to create compelling data visualisations and dashboards with Power BI.

By the end of this training, participants will be able to:

  • Import and transform data from various sources.
  • Develop and optimise data models.
  • Create visually appealing and interactive reports and dashboards.
  • Apply best practices in data visualisation and dashboard design.
  • Utilise advanced features of Power BI for in-depth data analysis.
Read more...

Power BI: Basic, Intermediate, and Advanced

 14 Hours
This instructor-led training on Australia supports learners from beginners to advanced users in creating Power BI dashboards. Through hands-on exercises with real datasets, participants will acquire data transformation, DAX, and visualisation skills, enabling them to effectively share impactful, interactive business insights.
Read more...

Power BI for Cash Flow and Payroll Analysis

 14 Hours
This live Power BI training in Australia empowers finance and HR professionals to visualise cash flow and payroll data. Learners will develop interactive dashboards, apply DAX to calculate financial metrics, and automate reporting workflows to enhance decision-making.
Read more...

Power BI - Cash Flow and Payroll Analysis

 7 Hours
This instructor-led Power BI training in Australia empowers financial and HR professionals to create robust cash flow and payroll dashboards. Participants will learn to implement DAX formulas, connect diverse data sources, and visualise trends to enhance decision-making, supported by hands-on exercises and real-world business scenarios.
Read more...

Power BI DAX Fundamentals

 21 Hours

This instructor-led, live training in Australia (online or on-site) is designed for beginner to intermediate-level business analysts, data analysts, and developers who wish to learn the fundamentals of DAX in Power BI.

By the end of this training, participants will be able to:

  • Gain a comprehensive understanding of Data Analysis Expressions (DAX) in Power BI.
  • Create custom calculations and expressions in Power BI for analysing data and deriving insights.
  • Learn best practices to optimise DAX performance.
Read more...

Power BI for Data Integration, Analysis, and BIM

 21 Hours
This live, instructor-led training in Australia focuses on leveraging Power BI for data integration, analysis, and BIM applications. Tailored for intermediate professionals, the course covers real-time data retrieval, AI-driven trend detection, and the seamless integration of BIM models to provide actionable technical and managerial insights.
Read more...

Power BI for Data Modeling and Dashboard Development

 35 Hours

This instructor-led, live training in Australia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain in-depth knowledge of Power BI, from its work environment and data modelling to dashboard development and publication.

By the end of this training, participants will be able to:

  • Navigate and utilise the Power BI work environment effectively.
  • Model and transform data for meaningful analysis.
  • Apply basic functions and DAX calculations to enhance data processing.
  • Create and customise interactive dashboards and reports.
  • Publish, share, and export reports for organisational use.
Read more...

Related Categories

Power BI
Power BI