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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

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