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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
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.