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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
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.