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Course Outline

Introduction to PL-300 Certification

  • Understanding exam objectives and structure
  • Key skills and competency areas assessed
  • Effective preparation resources and study methodologies

Preparing Data for Financial Reporting

  • Extracting and refining data via Power Query
  • Merging multiple financial data sources seamlessly
  • Managing time-based and transactional data effectively

Building Financial Data Models

  • Architecting data models tailored for financial analysis
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Creating measures to track revenue, costs, and profitability

Developing Financial KPIs and Calculations

  • Calculating essential metrics: ROI, variance, margin, and growth rates
  • Applying DAX for year-to-date and rolling calculations
  • Crafting custom KPIs to assess business performance

Visualizing Financial Insights

  • Constructing executive-level dashboards and scorecards
  • Utilizing conditional formatting and key influencer visuals
  • Generating visuals for variance, trend, and cash flow analysis

Exam Strategy and Practice

  • Reviewing frequent PL-300 questions and scenarios
  • Executing case-based exercises based on actual exam topics
  • Final review: best practices and effective test-taking strategies

Practical Project: Financial Dashboard Simulation

  • Developing a complete financial analysis report for a sample organization
  • Integrating data modeling, measures, and visualizations
  • Conducting peer reviews and feedback sessions

Wrap-Up and Future Steps

Requirements

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

Target Audience

  • Financial analysts gearing up for the Microsoft PL-300 certification
  • Business intelligence specialists dedicated to financial reporting
  • Accountants and finance managers utilizing Power BI to drive data-informed decisions
 7 Hours

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