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Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural breakdown
  • Key competencies and measured skills
  • Recommended preparation resources and study tactics

Data Preparation for Financial Reporting

  • Data extraction and cleansing processes using Power Query
  • Aggregating multiple financial data sources
  • Managing time-series and transactional data

Financial Data Modeling

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

Developing Financial KPIs and Calculations

  • Core financial metrics: ROI, variance, margin, and growth rates
  • Leveraging DAX for year-to-date and rolling period calculations
  • Designing bespoke KPIs for business performance evaluation

Visualizing Financial Insights

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

Exam Preparation and Practice

  • Analysis of typical PL-300 questions and scenarios
  • Scenario-based exercises reflecting real exam topics
  • Final review: best practices and exam-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Assembling a comprehensive financial analysis report for a sample entity
  • Synthesizing data modeling, measures, and visual elements
  • Peer assessment and feedback session

Conclusion and Path Forward

Requirements

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

Target Audience

  • Financial analysts pursuing the Microsoft PL-300 certification
  • Business intelligence specialists concentrated on financial reporting
  • Accountants and finance managers utilizing Power BI for data-driven decision making
 7 Hours

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