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Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural components.
  • Assessed skills and key competency areas.
  • Recommended preparation resources and effective study strategies.

Data Preparation for Financial Reporting

  • Extracting and sanitizing data using Power Query.
  • Integrating multiple financial data sources.
  • Managing time-based and transactional data structures.

Financial Data Modeling

  • Architecting data models tailored for financial analysis.
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments).
  • Implementing measures to track revenue, costs, and profit.

Developing Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rates.
  • Leveraging DAX for year-to-date and rolling calculations.
  • Designing custom KPIs for comprehensive business performance analysis.

Visualizing Financial Insights

  • Constructing executive dashboards and performance scorecards.
  • Utilizing conditional formatting and key influencers visuals.
  • Creating visuals for variance, trend, and cash flow analysis.

Exam Preparation and Practice

  • Review of frequent PL-300 questions and scenario-based problems.
  • Case-study exercises centered on actual exam topics.
  • Final review: best practices and effective test-taking strategies.

Hands-on Project: Financial Dashboard Simulation

  • Constructing a complete financial analysis report for a hypothetical company.
  • Integrating data modeling, measures, and visual elements.
  • Peer review and constructive feedback sessions.

Conclusion and Future Steps

Requirements

  • A solid grasp of Power BI data modeling and visualization techniques.
  • Prior experience in handling financial data or generating financial reports.
  • Fundamental knowledge of DAX and Excel formulas.

Target Audience

  • Financial analysts aiming to obtain the Microsoft PL-300 certification.
  • Business intelligence specialists with a focus on financial reporting.
  • Accountants and finance managers leveraging Power BI for data-driven decision making.
 7 Hours

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