Power BI for Financial Analysts: Exam Preparation (PL-300) Training Course
Power BI is a premier business intelligence platform that empowers financial professionals to convert intricate datasets into strategic financial insights. The PL-300 certification serves as validation of one’s proficiency in preparing, modeling, visualizing, and analyzing data through Power BI tools.
This instructor-led, live training, available both online and onsite, is designed for intermediate-level financial analysts seeking to enhance their Power BI capabilities while preparing for the Microsoft PL-300 Data Analyst Associate exam.
Upon completion, participants will be equipped to:
- Prepare and transform financial data for analysis using Power Query.
- Design optimized financial data models that align with PL-300 standards.
- Develop financial dashboards featuring KPIs, ratios, and variance analysis.
- Apply exam-relevant concepts and best practices to achieve certification success.
Course Delivery Format
- Interactive lectures combined with certification-focused discussions.
- Hands-on labs utilizing financial datasets and real-world case studies.
- Exam-oriented exercises and simulation practice questions.
Customization Options
- To request a tailored training experience, please contact us to discuss your specific needs.
Course Outline
Overview of PL-300 Certification
- Exam objectives and structure
- Assessed skills and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data via Power Query
- Consolidating multiple financial data sources
- Managing time-based and transactional data
Financial Data Modeling
- Structuring data models for financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit tracking
Developing Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Utilizing DAX for year-to-date and rolling calculations
- Creating custom KPIs for business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Reviewing common PL-300 questions and scenarios
- Case-based exercises using real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a comprehensive financial analysis report for a sample company
- Integrating data modeling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reports
- Fundamental knowledge of DAX and Excel formulas
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793
Power BI for Financial Analysts: Exam Preparation (PL-300) Training Course - Enquiry
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
engagement with the attendees
Magdeline Matsie Mokonyane-Motha - Tshwane University of Technology
Course - PL-300T00: Microsoft Power BI Data Analyst
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