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Course Outline

Introduction to PL-300 Certification

  • Exam structure and key objectives
  • Assessed skills and core competency areas
  • Essential preparation resources and effective study strategies

Data Preparation for Financial Reporting

  • Extracting and refining data via Power Query
  • Consolidating multiple financial data sources
  • Managing time-based and transactional data effectively

Financial Data Modeling

  • Architecting data models tailored for financial analysis
  • Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Implementing measures for tracking revenue, costs, and profits

Developing Financial KPIs and Calculations

  • Calculating key metrics: ROI, variance, margin, and growth rates
  • Leveraging 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
  • Applying conditional formatting and key influencer visuals
  • Creating visuals for variance, trend, and cash flow analysis

Exam Readiness and Practice

  • Analyzing common PL-300 question types and scenarios
  • Working through case-based exercises derived from actual exam topics
  • Final review covering best practices and test-taking strategies

Practical Project: Financial Dashboard Simulation

  • Developing a complete financial analysis report for a sample entity
  • Synthesizing data modeling, measures, and visual elements
  • Participating in peer review and constructive feedback sessions

Conclusion and Future Steps

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience handling financial data or reports
  • Fundamental understanding of DAX and Excel formulas

Target Audience

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

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