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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

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