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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
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.