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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
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.