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Duration 7 hours
Course Outline
Overview of PL-300 Certification
- Exam objectives and structural components
- Assessed skills and competency domains
- Recommended preparation resources and study methodologies
Data Preparation for Financial Reporting
- Extracting and cleansing data through Power Query
- Integrating multiple financial data sources
- Managing time-based and transactional data streams
Financial Data Modeling
- Architecting data models for advanced financial analysis
- Configuring relationships and hierarchies (accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profits
Creating Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Designing bespoke KPIs for business performance evaluation
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Utilizing conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Reviewing frequent PL-300 questions and scenarios
- Case-based exercises aligned with actual exam topics
- Final review: best practices and examination strategies
Hands-on Project: Financial Dashboard Simulation
- Developing a comprehensive financial analysis report for a sample company
- Synthesizing data modeling, measures, and visual components
- Peer review and constructive feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience in handling financial data or reporting
- Fundamental understanding of DAX and Excel formulas
Target Audience
- Financial analysts aiming to obtain the Microsoft PL-300 certification
- Business intelligence specialists with a focus on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
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.
