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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
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.