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Duration 7 hours
Course Outline
Overview of PL-300 Certification
- Exam objectives and structural breakdown
- Skills assessed and competency areas
- Recommended preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data via Power Query
- Merging multiple financial data sources
- Managing time-based and transactional data
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Creating measures to track revenue, costs, and profit
Developing Financial KPIs and Calculations
- Essential financial metrics: ROI, variance, margin, and growth rate
- Utilizing DAX for year-to-date and rolling calculations
- Designing custom KPIs to assess business performance
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Reviewing common PL-300 questions and scenarios
- Case-based exercises mirroring real exam topics
- Final review: best practices and effective test-taking strategies
Practical Project: Financial Dashboard Simulation
- Constructing a comprehensive financial analysis report for a sample company
- Integrating data modeling, measures, and visual components
- Peer review and feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization concepts
- Practical experience handling financial data or reports
- Fundamental knowledge of DAX and Excel formulas
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals specializing in 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.
