Course Outline
Overview of PL-300 Certification
- Exam objectives and structure
- Skills measured and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleaning data using Power Query
- Combining multiple financial data sources
- Handling time-based and transactional data
Financial Data Modeling
- Designing data models for financial analysis
- Setting up relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit tracking
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Using DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualizing Financial Insights
- Building executive dashboards and scorecards
- Using conditional formatting and key influencers visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of common PL-300 questions and scenarios
- Case-based exercises using real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a comprehensive financial analysis report for a sample company
- Integrating data modeling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
Requirements
- A solid understanding of Power BI data modeling and visualization
- Experience working with financial data or reports
- Foundational knowledge of DAX and Excel formulas
Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
Testimonials (2)
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
Method of training.