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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and core competency areas
- Recommended preparation resources and study methodologies
Data Preparation for Financial Reporting
- Extracting and refining data through Power Query
- Merging multiple financial data sources
- Managing time-based and transactional records
Financial Data Modeling
- Architecting data models tailored for financial analysis
- Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profits
Developing Financial KPIs and Calculations
- Calculating key financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Creating custom KPIs for comprehensive business performance analysis
Visualizing Financial Insights
- Designing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Developing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analyzing common PL-300 questions and scenarios
- Completing case-based exercises aligned with actual exam topics
- Final review: best practices and effective test-taking strategies
Capstone Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a sample company
- Integrating data modeling, measures, and visual elements
- Conducting peer reviews and feedback sessions
Conclusion and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reports
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts aiming for the Microsoft PL-300 certification
- Business intelligence specialists focused on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
