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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

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