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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and core competency areas
- Recommended preparation resources and study techniques
Data Preparation for Financial Reporting
- Data extraction and cleaning via Power Query
- Merging multiple financial data sources
- Managing time-based and transactional records
Financial Data Modeling
- Architecting data models for deep financial analysis
- Configuring 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 rates
- Leveraging DAX for year-to-date and rolling calculations
- Crafting custom KPIs for comprehensive business performance evaluation
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
- Analysis of frequent PL-300 questions and scenarios
- Scenario-based exercises aligned with actual exam topics
- Final review: industry best practices and test-taking tactics
Practical Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample entity
- Unifying data modeling, measures, and visual elements
- Collaborative peer review and feedback
Conclusion and Future Steps
Requirements
- Familiarity with Power BI data modeling and visualization principles
- Experience managing financial data or producing financial reports
- Fundamental knowledge 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
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.
