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Course Outline

Understanding the PL-300 Certification

  • Exam objectives and overall structure
  • Key skills measured and competency domains
  • Recommended preparation resources and study strategies

Data Preparation for Financial Reporting

  • Extracting and cleansing data using Power Query
  • Merging multiple financial data sources
  • Managing time-based and transactional data

Modeling Financial Data

  • Designing data models tailored for financial analysis
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Creating measures to track revenue, costs, and profit margins

Developing Financial KPIs and Calculations

  • Essential financial metrics: ROI, variance, margin, and growth rate
  • Employing DAX for year-to-date and rolling calculations
  • Designing custom KPIs for comprehensive business performance analysis

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Applying conditional formatting and Key Influencers visuals
  • Creating visualizations for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Reviewing common PL-300 questions and scenarios
  • Case-based exercises focusing on real exam topics
  • Final review covering best practices and test-taking strategies

Hands-on Project: Simulating a Financial Dashboard

  • Developing a complete financial analysis report for a sample company
  • Integrating data modeling, measures, and visual components
  • Participating in peer review and feedback sessions

Summary and Next Steps

Requirements

  • Familiarity with data modeling and visualization within Power BI
  • Previous experience handling financial data or generating reports
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts working toward Microsoft PL-300 certification
  • Business intelligence specialists focused on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven decision-making
 7 Hours

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