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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and competency domains
- Recommended preparation resources and study approaches
Data Preparation for Financial Reporting
- Data extraction and cleansing via Power Query
- Integration of multiple financial data sources
- Processing time-based and transactional data
Financial Data Modeling
- Architecture of data models for financial analysis
- Configuration of relationships and hierarchies (e.g., accounts, cost centers, departments)
- Creation of measures for tracking revenue, costs, and profits
Developing Financial KPIs and Calculations
- Essential financial metrics: ROI, variance, margin, and growth rates
- Application of DAX for year-to-date and rolling calculations
- Design of custom KPIs for business performance evaluation
Visualizing Financial Insights
- Construction of executive dashboards and scorecards
- Use of conditional formatting and key influencer visuals
- Creation of visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analysis of common PL-300 questions and scenarios
- Case-based exercises reflecting actual exam topics
- Final review: best practices and test-taking strategies
Practical Project: Financial Dashboard Simulation
- Development of a comprehensive financial analysis report for a sample entity
- Integration of data modeling, measures, and visuals
- Peer review and feedback session
Conclusion and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reports
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts aiming for the Microsoft PL-300 certification
- Business intelligence specialists focused on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
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
