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Course Outline

Introduction to PL-300 Certification

  • Exam format and core objectives
  • Assessed skills and competency frameworks
  • Recommended study resources and preparation strategies

Preparing Data for Financial Reporting

  • Data extraction and cleansing via Power Query
  • Integration of diverse financial data sources
  • Management of temporal and transactional data

Financial Data Modeling

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

Developing Financial KPIs and Calculations

  • Calculating key metrics: ROI, variance, margin, and growth
  • Applying DAX for year-to-date and rolling aggregates
  • Formulating custom KPIs for performance evaluation

Visualizing Financial Insights

  • Constructing executive-level dashboards and scorecards
  • Implementing conditional formatting and key influencer visuals
  • Designing visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Analyzing typical PL-300 question types and scenarios
  • Completing case-based exercises on core exam topics
  • Final review: best practices and test-taking tactics

Capstone Project: Financial Dashboard Simulation

  • Assembling a complete financial analysis report for a sample entity
  • Synthesizing data models, measures, and visual components
  • Conducting peer reviews and feedback sessions

Wrap-up and Future Pathways

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience with financial data management or reporting
  • Fundamental understanding of DAX and Excel formulas

Target Audience

  • Financial analysts seeking to obtain the Microsoft PL-300 certification
  • Business intelligence specialists dedicated to financial reporting
  • Accountants and finance leaders leveraging Power BI for data-informed decision-making
 7 Hours

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