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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam goals and format
- Assessed skills and competency domains
- Study aids and preparation tactics
Preparing Data for Financial Reporting
- Data extraction and cleansing via Power Query
- Merging diverse financial data sources
- Managing time-series and transactional records
Building Financial Data Models
- Crafting data models suited for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures to track revenue, costs, and profits
Developing Financial KPIs and Calculations
- Essential financial indicators: ROI, variance, margin, and growth rates
- Leveraging DAX for year-to-date and rolling aggregations
- Creating bespoke KPIs for evaluating business performance
Visualizing Financial Insights
- Assembling executive dashboards and performance scorecards
- Applying conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow evaluations
Exam Readiness and Practice
- Analyzing typical PL-300 questions and scenarios
- Scenario-based drills using authentic exam material
- Final assessment: best practices and exam-taking techniques
Practical Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a hypothetical firm
- Blending data modeling, measures, and visual elements
- Peer evaluation and constructive feedback session
Wrap-up and Future Directions
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Hands-on experience handling financial data or reports.
- Foundational knowledge of DAX and Excel formulas.
Intended Audience
- Financial analysts studying for the Microsoft PL-300 certification.
- Business intelligence specialists concentrating on financial reporting.
- Accountants and finance managers leveraging Power BI for data-informed decision-making.
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
