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Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and core competency areas
- Recommended resources and effective study strategies
Preparing Data for Financial Reporting
- Data extraction and cleansing techniques using Power Query
- Integration of multiple financial data sources
- Managing time-based and transactional data records
Financial Data Modeling Strategies
- Architecting data models suited for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profit
Developing Financial KPIs and Complex Calculations
- Analyzing key metrics: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling calculations
- Crafting custom KPIs to drive business performance analysis
Visualizing Financial Insights
- Constructing executive-level dashboards and scorecards
- Leveraging conditional formatting and Key Influencers visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analyzing common PL-300 question patterns and scenarios
- Engaging in case-based exercises reflecting real exam topics
- Final assessment: Best practices and test-taking tactics
Capstone Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample entity
- Synthesizing data modeling, measures, and visual elements
- Conducting peer reviews and feedback sessions
Conclusion and Path Forward
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Practical experience handling financial data or preparing financial reports.
- Foundational knowledge of DAX and Excel formulas.
Target Audience
- Financial analysts actively preparing for the Microsoft PL-300 certification.
- Business intelligence professionals specializing in financial reporting.
- Accountants and finance managers seeking to leverage 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
Method of training.