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 Duration 7 hours

Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural format
  • Assessed skills and core competency domains
  • Recommended preparation resources and study methodologies

Data Preparation for Financial Reporting

  • Extracting and refining data via Power Query
  • Merging multiple financial data sources
  • Managing time-based and transactional datasets

Financial Data Modeling

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

Formulating Financial KPIs and Calculations

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

Visualizing Financial Insights

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

Exam Preparation and Practice

  • Analysis of common PL-300 questions and scenarios
  • Case-based exercises reflecting actual exam topics
  • Final review: best practices and effective test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Developing a comprehensive financial analysis report for a sample organization
  • Synthesizing data modeling, measures, and visual elements
  • Peer review and collaborative feedback session

Wrap-up and Subsequent Steps

Requirements

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

Target Audience

  • Financial analysts seeking to obtain the Microsoft PL-300 certification
  • Business intelligence professionals specializing in financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven decision-making

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-19 09:30
7 hours
Montpellier, Garosud
1550 EUR (Online)
1750 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-03 09:30
7 hours
Nantes, Zenith
1550 EUR (Online)
1750 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-17 09:30
7 hours
Clermont-Ferrand, ZI Le Brézet
1550 EUR (Online)
1750 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-31 09:30
7 hours
Bordeaux, Mériadeck
1550 EUR (Online)
1750 EUR (Classroom)

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