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Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and competency domains
- Recommended resources and study methodologies
Preparing Data for Financial Reporting
- Data extraction and cleansing via Power Query
- Merging diverse financial data sources
- Managing time-based and transactional datasets
Financial Data Modeling
- Architecting data models 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 Calculations
- Core financial metrics: ROI, variance, margin, and growth rates
- Leveraging DAX for year-to-date and rolling calculations
- Crafting custom KPIs for business performance evaluation
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow analysis
Exam Readiness and Practice
- Analyzing frequent PL-300 questions and scenarios
- Case-driven exercises based on actual exam content
- Comprehensive review: best practices and testing strategies
Practical Project: Financial Dashboard Simulation
- Assembling a complete financial analysis report for a sample organization
- Synthesizing data modeling, measures, and visualizations
- Peer assessment and feedback session
Conclusion and Future Pathways
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Professional experience handling financial data or reporting
- Fundamental understanding of DAX and Excel formulas
Target Audience
- Financial analysts aiming for Microsoft PL-300 certification
- Business intelligence specialists dedicated to financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
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
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