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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam goals and structure
- Assessed skills and competency domains
- Preparation materials and study approaches
Preparing Data for Financial Reports
- Data extraction and cleansing via Power Query
- Integrating various financial data sources
- Managing time-based and transactional records
Financial Data Modeling
- Architecting data models suited for financial analysis
- Configuring relationships and hierarchies (accounts, cost centers, departments)
- Defining measures to track revenue, costs, and profits
Developing Financial KPIs and Calculations
- Essential financial indicators: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Formulating 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 Readiness and Practice
- Analysis of frequent PL-300 questions and scenarios
- Case-based tasks utilizing actual exam topics
- Final assessment: best practices and test-taking tactics
Practical Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample enterprise
- Combining data modeling, measures, and visuals
- Peer evaluation and feedback exchange
Wrap-up and Future Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reports
- Fundamental understanding of DAX and Excel formulas
Intended Audience
- Financial analysts aiming to obtain the Microsoft PL-300 certification
- Business intelligence specialists 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
