Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and competency domains
- Recommended resources and effective study strategies
Data Preparation for Financial Reporting
- Data extraction and cleansing techniques using Power Query
- Merging disparate financial data sources
- Managing time-based and transactional data structures
Financial Data Modeling
- Architecting data models suited for financial analysis
- Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profitability
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling period calculations
- Crafting custom KPIs for comprehensive business performance evaluation
Visualizing Financial Insights
- Constructing executive dashboards and performance scorecards
- Leveraging conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow examination
Exam Readiness and Practice
- Analysis of typical PL-300 questions and scenarios
- Case-based exercises reflecting actual exam topics
- Final recap: Best practices and effective test-taking techniques
Practical Project: Financial Dashboard Simulation
- Assembling a complete financial analysis report for a sample entity
- Integrating data modeling, custom measures, and visual elements
- Conducting peer reviews and feedback sessions
Conclusion and Future Directions
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Practical experience handling financial data or reporting frameworks.
- Fundamental understanding of DAX and Excel formulas.
Target Audience
- Financial analysts aiming to obtain the Microsoft PL-300 certification.
- Business intelligence specialists specializing in financial reporting.
- Accountants and finance managers leveraging Power BI for data-driven decision-making.
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
