Cursusaanbod

Overview of PL-300 Certification

  • Exam objectives and structure
  • Skills measured and competency areas
  • Preparation resources and study strategies

Data Preparation for Financial Reporting

  • Extracting and cleaning data using Power Query
  • Combining multiple financial data sources
  • Handling time-based and transactional data

Financial Data Modeling

  • Designing data models for financial analysis
  • Setting up relationships and hierarchies (accounts, cost centers, departments)
  • Implementing measures for revenue, cost, and profit tracking

Creating Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rate
  • Using DAX for year-to-date and rolling calculations
  • Designing custom KPIs for business performance analysis

Visualizing Financial Insights

  • Building executive dashboards and scorecards
  • Using conditional formatting and key influencers visuals
  • Creating visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Review of common PL-300 questions and scenarios
  • Case-based exercises using real exam topics
  • Final review: best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Building a full financial analysis report for a sample company
  • Integrating data modeling, measures, and visuals
  • Peer review and feedback session

Summary and Next Steps

Vereisten

  • An understanding of Power BI data modeling and visualization
  • Experience working with financial data or reports
  • Basic knowledge of DAX and Excel formulas

Audience

  • Financial analysts preparing for the Microsoft PL-300 certification
  • Business intelligence professionals focused on financial reporting
  • Accountants and finance managers using Power BI for data-driven insights
 7 Uren

Leveringsopties

PRIVÉGROEPSTRAINING

Onze identiteit draait om het leveren van precies wat onze klanten nodig hebben.

  • Pre-cursusgesprek met uw trainer
  • Aanpassing van de leerervaring om uw doelen te bereiken -
    • Op maat gemaakte overzichten
    • Praktische, praktische oefeningen met gegevens / scenario's die herkenbaar zijn voor de cursisten
  • Training gepland op een datum naar keuze
  • Gegeven online, op locatie/klaslokaal of hybride door experts die ervaring uit de echte wereld delen

Private Group Prices RRP from €2280 online delivery, based on a group of 2 delegates, €720 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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