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 Duration 7 hours

Course Outline

Introduction to PL-300 Certification

  • Exam goals and structural overview
  • Assessed skills and key competency areas
  • Recommended preparation resources and study approaches

Data Readiness for Financial Reporting

  • Data extraction and purification via Power Query
  • Merging various financial data sources
  • Managing time-series and transactional information

Financial Data Architecture

  • Constructing data models suited for financial analysis
  • Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Establishing measures for tracking revenue, costs, and profits

Developing Financial KPIs and Metrics

  • Core financial indicators: ROI, variance, margin, and growth rates
  • Applying DAX for year-to-date and rolling calculations
  • Crafting bespoke KPIs for evaluating business performance

Presenting Financial Insights

  • Assembling executive dashboards and scorecards
  • Leveraging conditional formatting and key influencers visuals
  • Designing visuals for variance, trend, and cash flow examinations

Certification Readiness and Drills

  • Analysis of frequent PL-300 questions and scenarios
  • Scenario-based tasks reflecting actual exam topics
  • Final wrap-up: best practices and exam tactics

Practical Assignment: Financial Dashboard Simulation

  • Constructing a comprehensive financial analysis report for a mock company
  • Integrating data models, measures, and visual elements
  • Peer evaluation and feedback exchange

Conclusion and Future Pathways

Requirements

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

Target Audience

  • Financial analysts aiming for Microsoft PL-300 certification
  • Business intelligence specialists dedicated to financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-16 09:30
7 hours
Bayan Lepas, iDEAL
7220 MYR (Online)
7465 MYR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-30 09:30
7 hours
Kuala Lumpur KL Sentral
7220 MYR (Online)
7545 MYR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-14 09:30
7 hours
Bayan Lepas, iDEAL
7220 MYR (Online)
7465 MYR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-28 09:30
7 hours
Kuala Lumpur KL Sentral
7220 MYR (Online)
7545 MYR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2027-01-11 09:30
7 hours
Bayan Lepas, iDEAL
7220 MYR (Online)
7465 MYR (Classroom)

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