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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
 7 Hours

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