Get in Touch

Course Outline

Introduction to the PL-300 Certification

  • Analysis of exam objectives and overall structure
  • Overview of assessed skills and competency domains
  • Recommended preparation materials and effective study methodologies

Preparing Data for Financial Reporting

  • Techniques for extracting and sanitizing data via Power Query
  • Integration of diverse financial data sources
  • Management of time-series and transactional records

Architecting Financial Data Models

  • Strategy for designing robust data models for financial analysis
  • Configuration of relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Development of measures for tracking revenue, expenses, and profitability

Developing Financial KPIs and Metrics

  • Calculation of essential financial indicators such as ROI, variance, margin, and growth rates
  • Application of DAX for year-to-date and rolling window calculations
  • Creation of bespoke KPIs for comprehensive business performance evaluation

Visualizing Financial Intelligence

  • Construction of executive-level dashboards and performance scorecards
  • Implementation of conditional formatting and key influencer visuals
  • Design of visualizations for variance, trend, and cash flow assessments

Exam Readiness and Application

  • Examination of typical PL-300 questions and scenario-based problems
  • Execution of case-study exercises based on actual exam topics
  • Final consolidation: reviewing best practices and test-taking tactics

Practical Project: Financial Dashboard Simulation

  • Development of a comprehensive financial analysis report for a hypothetical company
  • Synthesis of data modeling, measures, and visual elements
  • Conducting peer reviews and feedback sessions

Conclusion and Future Directions

Requirements

  • Familiarity with Power BI data modeling and visualization principles
  • Prior experience handling financial data or generating reports
  • Fundamental understanding of DAX and Excel formulas

Target Audience

  • Financial analysts actively preparing for the Microsoft PL-300 certification
  • Business intelligence specialists specializing in financial reporting
  • Accountants and finance managers seeking to drive data-informed decisions using Power BI
 7 Hours

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories