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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
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.