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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

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