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Course Outline

Introduction to PL-300 Certification

  • Exam goals and format
  • Assessed skills and competency domains
  • Recommended preparation materials and study methods

Preparing Data for Financial Reporting

  • Data extraction and cleansing using Power Query
  • Merging diverse financial data sources
  • Managing time-based and transactional records

Modeling Financial Data

  • Structuring data models for financial analytics
  • Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Defining measures for tracking revenue, costs, and profits

Developing Financial KPIs and Calculations

  • Core metrics: ROI, variance, margin, and growth rates
  • Applying DAX for year-to-date and rolling window calculations
  • Designing custom KPIs to evaluate business performance

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Incorporating conditional formatting and key influencer visuals
  • Generating visuals for variance, trend, and cash flow analysis

Exam Readiness and Practice

  • Analyzing typical PL-300 questions and scenarios
  • Working through case-based exercises aligned with exam topics
  • Final wrap-up: best practices and exam-taking tips

Practical Project: Financial Dashboard Simulation

  • Assembling a comprehensive financial analysis report for a sample organization
  • Integrating data modeling, measures, and visualizations
  • Peer evaluation and feedback exchange

Conclusion and Future Steps

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience handling financial data or reporting
  • Foundational knowledge of DAX and Excel formulas

Target Audience

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

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