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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural components
- Assessed skills and core competency areas
- Recommended preparation resources and effective study strategies
Data Preparation for Financial Reporting
- Extracting and cleansing data through Power Query
- Integrating multiple financial data sources
- Managing time-based and transactional records
Financial Data Modeling
- Architecting data models tailored for financial analysis
- Establishing relationships and hierarchies (such as accounts, cost centers, and departments)
- Implementing measures to track revenue, costs, and profits
Developing Financial KPIs and Calculations
- Key financial indicators: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling period calculations
- Constructing custom KPIs for enhanced business performance analysis
Visualizing Financial Insights
- Creating executive dashboards and performance scorecards
- Incorporating conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow assessments
Exam Preparation and Practice
- Analysis of frequent PL-300 questions and scenarios
- Scenario-based exercises reflecting real exam topics
- Final review: industry best practices and strategic test-taking tips
Hands-on Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a sample entity
- Synthesizing data modeling, measures, and visual elements
- Peer review and constructive feedback session
Conclusion and Future Directions
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Practical experience handling financial data or reporting structures.
- Fundamental understanding of DAX and Excel formulas.
Target Audience
- Financial analysts actively preparing for the Microsoft PL-300 certification.
- Business intelligence specialists focused on financial reporting processes.
- Accountants and finance managers leveraging Power BI for data-driven decision-making.
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.
