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 Duration 7 hours

Course Outline

Introduction to PL-300 Certification

  • Exam goals and structure
  • Assessed skills and competency domains
  • Study resources and preparation tactics

Preparing Data for Financial Reports

  • Extracting and refining data via Power Query
  • Merging various financial data sources
  • Managing time-dependent and transactional records

Modeling Financial Data

  • Architecting data models for financial analysis
  • Defining relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Creating measures for monitoring revenue, costs, and profitability

Developing Financial KPIs and Formulas

  • Core financial indicators: ROI, variance, margin, and growth
  • Applying DAX for year-to-date and rolling computations
  • Crafting bespoke KPIs for business performance evaluation

Presenting Financial Insights

  • Assembling executive dashboards and scorecards
  • Implementing 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
  • Scenario-based tasks reflecting actual exam content
  • Final wrap-up: best practices and test-taking techniques

Practical Project: Financial Dashboard Simulation

  • Constructing a comprehensive financial analysis report for a sample entity
  • Combining data modeling, measures, and visual elements
  • Peer evaluation and feedback discussion

Wrap-up and Future Directions

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Hands-on experience with financial data or reporting
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts aiming to obtain the Microsoft PL-300 certification
  • BI professionals specializing in financial reporting
  • Accountants and finance leaders utilizing Power BI for data-driven decision making

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-20 09:30
7 hours
Rome
1050 EUR (Online)
1250 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-04 09:30
7 hours
Milan
1050 EUR (Online)
1250 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-18 09:30
7 hours
Naples
1050 EUR (Online)
1250 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2027-01-01 09:30
7 hours
Turin
1050 EUR (Online)
1250 EUR (Classroom)

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