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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
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
Method of training.