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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam structure and key objectives
- Assessed skills and core competency domains
- Recommended resources and effective study approaches
Preparing Data for Financial Reporting
- Data extraction and cleaning via Power Query
- Integration of diverse financial data sources
- Managing time-series and transactional records
Financial Data Modeling Techniques
- Constructing data models suitable for financial analysis
- Defining relationships and hierarchies (e.g., accounts, cost centers, departments)
- Developing measures for tracking revenue, costs, and profitability
Developing Financial KPIs and Complex Calculations
- Core financial indicators: ROI, variance, margins, and growth rates
- Applying DAX for year-to-date and rolling period calculations
- Creating bespoke KPIs to drive business performance analysis
Visualizing Financial Intelligence
- Assembling executive dashboards and performance scorecards
- Leveraging conditional formatting and Key Influencers visuals
- Designing visuals for variance, trend, and cash flow examination
Certification Preparation and Practice
- Analysis of typical PL-300 questions and situational challenges
- Scenario-based exercises aligned with actual exam content
- Comprehensive review: best practices and test-taking tactics
Practical Project: Financial Dashboard Simulation
- Creating a comprehensive financial analysis report for a hypothetical entity
- Synthesizing data models, measures, and visual elements
- Collaborative peer review and feedback discussion
Conclusion and Future Directions
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Professional experience handling financial data or generating reports
- Fundamental understanding of DAX and Excel formulas
Target Audience
- Financial analysts seeking to obtain Microsoft PL-300 certification
- Business intelligence experts specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-informed decisions
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
