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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam structure and key objectives
- Assessed skills and core competency areas
- Recommended resources and effective study strategies
Data Preparation for Financial Reporting
- Data extraction and cleansing via Power Query
- Integrating multiple financial data sources
- Managing time-series and transactional data
Financial Data Modeling
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profits
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rates
- Leveraging DAX for year-to-date and rolling calculations
- Designing custom KPIs for comprehensive business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and performance scorecards
- Implementing conditional formatting and key influencer visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analysis of common PL-300 questions and scenarios
- Scenario-based exercises derived from actual exam topics
- Final review: Best practices and test-taking strategies
Practical Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample entity
- Integrating data modeling, measures, and visual elements
- Peer review and constructive feedback session
Wrap-up and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization principles
- Practical experience with financial data or reporting workflows
- Fundamental understanding of DAX and Excel formulas
Target Audience
- Financial analysts aiming for the Microsoft PL-300 certification
- Business intelligence professionals specializing in 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
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