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Course Outline
Introduction to PL-300 Certification
- Exam goals and structural overview
- Assessed skills and competency domains
- Recommended resources and effective study strategies
Preparing Data for Financial Reporting
- Data extraction and cleaning techniques using Power Query
- Integrating diverse financial data sources
- Managing time-series and transactional data
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for revenue, cost, and profit monitoring
Developing Financial KPIs and Calculations
- Key metrics: ROI, variance, margins, and growth rates
- Utilizing DAX for year-to-date and rolling window calculations
- Crafting custom KPIs for enhanced business performance evaluation
Visualizing Financial Insights
- Constructing executive dashboards and performance scorecards
- Applying conditional formatting and key influencer visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analyzing common PL-300 question patterns and scenarios
- Scenario-based exercises reflecting actual exam content
- Final recap: best practices and strategic test-taking tips
Practical Project: Financial Dashboard Simulation
- Creating an end-to-end financial analysis report for a fictional entity
- Synthesizing data modeling, measures, and visualizations
- Collaborative peer review and feedback sessions
Conclusion and Future Steps
Requirements
- A solid grasp of Power BI data modeling and visualization principles
- Practical experience with financial data or reporting workflows
- Familiarity with DAX and Excel formulas
Target Audience
- Financial analysts aiming to obtain the 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
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