Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and competency domains
- Recommended resources and effective study strategies
Data Preparation for Financial Reporting
- Extracting and refining data via Power Query
- Merging various financial data sources
- Managing time-series and transactional data
Constructing Financial Data Models
- Architecting data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profit
Developing Financial KPIs and Calculations
- Essential financial metrics: ROI, variance, margin, and growth rates
- Applying DAX for year-to-date and rolling calculations
- Crafting custom KPIs to analyze business performance
Visualizing Financial Insights
- Developing executive dashboards and scorecards
- Utilizing conditional formatting and key influencer visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analysis of typical PL-300 questions and scenarios
- Case-study exercises based on actual exam content
- Final review: best practices and test-taking tactics
Practical Project: Financial Dashboard Simulation
- Assembling a comprehensive financial analysis report for a hypothetical company
- Integrating data models, measures, and visual elements
- Conducting peer reviews and feedback sessions
Conclusion and Future Pathways
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or generating reports
- Foundational understanding of DAX and Excel formulas
Intended Participants
- Financial analysts aiming to obtain the Microsoft PL-300 certification
- Business intelligence specialists focused on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
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.
