Get in Touch

Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural overview
  • Competency areas and skills assessed
  • Recommended resources and effective study strategies

Data Preparation for Financial Reporting

  • Data extraction and cleansing via Power Query
  • Integrating various financial data sources
  • Managing time-series and transactional records

Financial Data Modeling

  • Architecting data models for financial analysis
  • Defining relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Creating measures for tracking revenue, costs, and profitability

Financial KPIs and Calculations

  • Key metrics: ROI, variance, margin, and growth rates
  • Applying DAX for YTD and rolling calculations
  • Developing custom KPIs for performance tracking

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Implementing conditional formatting and Key Influencers
  • Designing visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Analyzing typical PL-300 questions and scenarios
  • Scenario-based exercises aligned with exam topics
  • Final review of best practices and exam tactics

Practical Project: Financial Dashboard Simulation

  • Assembling a comprehensive financial analysis report for a sample entity
  • Synthesizing data modeling, measures, and visuals
  • Peer review and constructive feedback

Conclusion and Path Forward

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience managing financial data or reporting
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts aiming for Microsoft PL-300 certification
  • BI professionals specializing in financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven decision-making
 7 Hours

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories