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Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Key skills assessed and competency domains
- Recommended resources and effective study methodologies
Preparing Data for Financial Reporting
- Data extraction and cleansing processes via Power Query
- Integration of multiple financial data sources
- Management of time-series and transactional records
Architecting Financial Data Models
- Structuring data models for effective financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, expenses, and profitability
Formulating Financial KPIs and Metrics
- Core financial indicators: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling window calculations
- Developing bespoke KPIs for comprehensive business performance evaluation
Presenting Financial Insights
- Constructing executive-level dashboards and scorecards
- Leveraging conditional formatting and Key Influencers visuals
- Designing visuals to analyze variance, trends, and cash flows
Certification Preparation and Assessment
- Analyzing frequent PL-300 question types and scenarios
- Executing case-based exercises based on core exam topics
- Final consolidation: industry best practices and examination tactics
Practical Application: Financial Dashboard Simulation
- Assembling a complete financial analysis report for a sample entity
- Synthesizing data modeling, measures, and visual elements
- Conducting peer reviews and feedback sessions
Conclusion and Path Forward
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or generating reports
- Fundamental understanding of DAX and Excel formulas
Target Audience
- Financial analysts pursuing the Microsoft PL-300 certification
- Business intelligence specialists dedicated to financial reporting
- Accountants and finance managers utilizing 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.