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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural components
- Assessed skills and core competency areas
- Recommended preparation resources and study methodologies
Data Preparation for Financial Reporting
- Extracting and refining data via Power Query
- Merging multiple financial data sources
- Managing time-based and transactional records
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit monitoring
Developing Financial KPIs and Calculations
- Essential financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Crafting custom KPIs for business performance evaluation
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analysis of common PL-300 questions and scenarios
- Case-based exercises based on actual exam topics
- Final review: best practices and test-taking tactics
Hands-on Project: Financial Dashboard Simulation
- Building a complete financial analysis report for a sample entity
- Integrating data modeling, measures, and visual elements
- Peer review and feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Practical experience handling financial data or generating 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 decision-making.
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
