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Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Key skills assessed and competency domains
- Recommended resources and study methodologies
Data Preparation for Financial Reporting
- Data extraction and cleaning techniques using Power Query
- Integrating multiple financial data sources
- Managing time-based and transactional data structures
Financial Data Modeling
- Architecting data models suited for financial analysis
- Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
- Developing measures for tracking revenue, costs, and profits
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rates
- Leveraging DAX for year-to-date and rolling window calculations
- Crafting custom KPIs for comprehensive business performance analysis
Visualizing Financial Insights
- Assembling executive dashboards and scorecards
- Utilizing conditional formatting and key influencers visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Analyzing common PL-300 questions and scenario-based challenges
- Case-based exercises derived from actual exam topics
- Final revision: best practices and effective test-taking strategies
Practical Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a sample company
- Integrating data modeling, DAX measures, and visual elements
- Peer review and constructive feedback session
Wrap-Up and Future Pathways
Requirements
- Familiarity with Power BI data modeling and visualization principles
- Practical experience handling financial data or reports
- Foundational knowledge of DAX and Excel formulas
Target Audience
- Financial analysts aiming to obtain Microsoft PL-300 certification
- Business intelligence professionals specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision-making
7 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1600 € + VAT*
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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.
