Course Outline
Introduction to PL-300 Certification
- Exam structure and key objectives
- Competency areas and assessed skills
- Study resources and effective preparation strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data via Power Query
- Integrating various financial data sources
- Managing transactional and time-based data
Financial Data Modeling
- Designing data structures for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Creating measures for tracking profit, cost, and revenue
Developing Financial KPIs and Calculations
- Core financial indicators: ROI, margin, variance, and growth rate
- Leveraging DAX for rolling and year-to-date computations
- Crafting custom KPIs to assess business performance
Visualizing Financial Insights
- Constructing scorecards and executive dashboards
- Applying conditional formatting and key influencer visuals
- Generating visuals for cash flow, trend, and variance analysis
Exam Readiness and Practice
- Analyzing typical PL-300 scenarios and questions
- Engaging in case-based exercises based on actual exam topics
- Final review: testing strategies and best practices
Practical Project: Financial Dashboard Simulation
- Developing a comprehensive financial analysis report for a sample organization
- Combining data modeling, measures, and visualizations
- Participating in peer reviews and feedback sessions
Conclusion and Future Pathways
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience with financial data or reporting
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts studying for the Microsoft PL-300 certification
- Business intelligence specialists dedicated to 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
I was pleasantly surprised by the trainer's attitude toward the psychological aspects of the reporting activity, not just the technical ones. I believe the most valuable part of this course is that it showed me what excellence looks like in the field I have chosen, and that motivates me greatly. As for technical elements, it helped me the most to understand DAX concepts and how to incorporate them into my work.
Fufa Claudia Alina Stefania - Zentiva
Course - Power BI - Advanced
Machine Translated