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Course Outline

Overview of the PL-300 Certification

  • Exam objectives and structural framework
  • Assessed skills and core competency areas
  • Recommended preparation resources and study methodologies

Data Preparation for Financial Reporting

  • Extracting and cleansing data via Power Query
  • Integrating multiple financial data sources
  • Managing time-based and transactional data streams

Financial Data Modeling

  • Architecting data models for financial analysis
  • Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Implementing measures for tracking revenue, costs, and profit

Creating Financial KPIs and Calculations

  • Key financial indicators: ROI, variance, margin, and growth rate
  • Utilizing DAX for year-to-date and rolling calculations
  • Designing custom KPIs for in-depth business performance analysis

Visualizing Financial Insights

  • Developing executive dashboards and scorecards
  • Applying conditional formatting and key influencers visuals
  • Generating visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Review of typical PL-300 questions and scenarios
  • Case-based exercises centered on actual exam topics
  • Final review covering best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Constructing a complete financial analysis report for a sample entity
  • Integrating data modeling, measures, and visual components
  • Peer review and feedback sessions

Summary and Future Directions

Requirements

  • Familiarity with Power BI data modeling and visualization principles
  • Practical experience managing financial data or reports
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts preparing for the Microsoft PL-300 certification
  • Business intelligence specialists concentrated on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights
 7 Hours

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