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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
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.