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Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural overview
  • Assessed skills and competency domains
  • Recommended resources and study methodologies

Data Preparation for Financial Reporting

  • Data extraction and cleansing via Power Query
  • Consolidating diverse financial data sources
  • Processing time-based and transactional records

Financial Data Modeling

  • Architecting data models for financial analysis
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Creating measures for tracking revenue, costs, and profitability

Developing Financial KPIs and Calculations

  • Key metrics: ROI, variance, margin, and growth rates
  • Applying DAX for year-to-date and rolling calculations
  • Crafting custom KPIs for business performance evaluation

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Incorporating conditional formatting and key influencer visuals
  • Generating visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Analyzing typical PL-300 questions and scenarios
  • Scenario-based exercises reflecting actual exam content
  • Final review: best practices and exam-taking strategies

Practical Project: Financial Dashboard Simulation

  • Building a comprehensive financial analysis report for a hypothetical company
  • Integrating data models, measures, and visualizations
  • Peer review and feedback workshop

Conclusion and Future Directions

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience handling financial data or reports
  • Fundamental understanding of DAX and Excel formulas

Target Audience

  • Financial analysts pursuing the Microsoft PL-300 certification
  • BI professionals specializing in financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven decision-making
 7 Hours

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