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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
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.