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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

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