Power BI for Financial Analysts: Exam Preparation (PL-300) Training Course
Power BI stands as a premier business intelligence platform, empowering financial professionals to convert intricate datasets into actionable financial insights. The PL-300 certification confirms an individual's proficiency in preparing, modelling, visualizing, and analysing data using Power BI tools.
This instructor-led, live training (available online or on-site) is tailored for intermediate-level financial analysts looking to enhance their Power BI skills while preparing for the Microsoft PL-300 Data Analyst Associate exam.
Upon completion of this training, participants will be able to:
- Prepare and transform financial data for analysis using Power Query.
- Design optimized financial data models aligned with PL-300 requirements.
- Create financial dashboards with KPIs, ratios, and variance analysis.
- Apply exam-relevant concepts and best practices for certification success.
Format of the Course
- Interactive lecture and certification-oriented discussions.
- Hands-on labs using financial datasets and case studies.
- Exam-focused exercises and simulation practice questions.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Overview of PL-300 Certification
- Exam objectives and structure
- Skills measured and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleaning data using Power Query
- Combining multiple financial data sources
- Handling time-based and transactional data
Financial Data Modelling
- Designing data models for financial analysis
- Setting up relationships and hierarchies (accounts, cost centres, departments)
- Implementing measures for revenue, cost, and profit tracking
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Using DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualizing Financial Insights
- Building executive dashboards and scorecards
- Using conditional formatting and key influencers visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of common PL-300 questions and scenarios
- Case-based exercises using real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a full financial analysis report for a sample company
- Integrating data modelling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
Requirements
- An understanding of Power BI data modelling and visualization
- Experience working with financial data or reports
- Basic knowledge of DAX and Excel formulas
Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals focused on financial reporting
- Accountants and finance managers using Power BI for data-driven insights
Open Training Courses require 5+ participants.
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Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
Thereso - South African National AIDS Council Trust
Course - Power BI Dashboards
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