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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

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