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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
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.