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Course Outline
PL-300 Certification Overview
- Exam objectives and structure
- Skills measured and competency areas
- Study strategies and preparation resources
Data Preparation for Financial Reporting
- Data extraction and cleaning with Power Query
- Merging multiple financial data sources
- Managing time-based and transactional data
Financial Data Modeling
- Structuring data models for financial analysis
- Establishing relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit tracking
Creating Financial KPIs and Calculations
- Essential financial metrics: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualizing Financial Insights
- Constructing executive dashboards and scorecards
- Employing conditional formatting and key influencers visuals
- Developing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of typical PL-300 questions and scenarios
- Case-based exercises covering real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a comprehensive financial analysis report for a sample company
- Integrating data modeling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization
- Experience handling financial data or reports
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
7 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -