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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
 7 Hours

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