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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and key competency areas
- Recommended preparation resources and study strategies
Preparing Data for Financial Reporting
- Data extraction and cleansing via Power Query
- Merging multiple financial data sources
- Managing time-based and transactional records
Modeling Financial Data
- Structuring data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for tracking revenue, costs, and profit
Developing Financial KPIs and Calculations
- Key financial indicators: ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling calculations
- Creating custom KPIs to evaluate business performance
Visualizing Financial Insights
- Assembling executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Designing visuals for variance, trend, and cash flow analysis
Exam Preparation and Practical Application
- Analyzing common PL-300 question types and scenarios
- Scenario-based exercises based on actual exam topics
- Final review: best practices and effective test-taking techniques
Practical Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a sample enterprise
- Integrating data modeling, measures, and visualizations
- Peer review and feedback discussion
Conclusion and Future Steps
Requirements
- Familiarity with Power BI data modeling and visualization principles.
- Practical experience handling financial data or generating financial reports.
- Fundamental understanding of DAX and Excel formulas.
Target Audience
- Financial analysts aiming to obtain the Microsoft PL-300 certification.
- Business intelligence specialists dedicated to financial reporting.
- Accountants and finance leaders leveraging Power BI for data-driven decision-making.
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.
