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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Key skills assessed and competency domains
- Recommended resources and study methodologies
Data Preparation for Financial Reporting
- Extraction and cleansing of data via Power Query
- Merging multiple financial data sources
- Managing time-based and transactional data streams
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Developing measures for tracking revenue, costs, and profit
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rates
- Leveraging DAX for year-to-date and rolling calculations
- Creating custom KPIs for enhanced business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analysis of common PL-300 questions and scenarios
- Case-based drills based on actual exam topics
- Final review: best practices and effective test-taking strategies
Practical Project: Financial Dashboard Simulation
- Building a comprehensive financial analysis report for a sample entity
- Integrating data modeling, measures, and visual elements
- Peer review and feedback workshop
Conclusion and Future Steps
Requirements
- A solid grasp of Power BI data modeling and visualization techniques
- Practical experience with financial data or reporting tasks
- Familiarity with DAX and basic Excel formulas
Target Audience
- Financial analysts aiming to achieve the Microsoft PL-300 certification
- Business intelligence specialists focused on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
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.
