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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
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
Useful and practical, the knowledge gained in training can be applied immediately.