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Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and key competency areas
- Recommended resources and effective study strategies
Data Preparation for Financial Reporting
- Extracting and refining data via Power Query
- Consolidating multiple financial data sources
- Managing time-based 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 profit
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance evaluation
Visualizing Financial Insights
- Creating executive dashboards and scorecards
- Utilizing conditional formatting and key influencer visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of typical PL-300 questions and scenarios
- Scenario-based exercises aligned with actual exam topics
- Final review: Best practices and exam-taking strategies
Practical Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a sample enterprise
- Integrating data modeling, measures, and visualizations
- Peer review and constructive feedback session
Conclusion and Next Steps
Requirements
- A solid understanding of Power BI data modeling and visualization
- Practical experience handling financial data or reports
- Familiarity with 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 insights
7 Hours
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
Method of training.