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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam objectives and structural overview
- Assessed skills and competency domains
- Recommended resources and effective study tactics
Data Readiness for Financial Reporting
- Data extraction and cleaning via Power Query
- Merging diverse financial data sources
- Processing time-based and transactional records
Architecting Financial Data Models
- Structuring data models for deep financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Creating measures for tracking revenue, costs, and profits
Developing Financial KPIs and Formulas
- Core metrics: ROI, variance, margins, and growth rates
- Leveraging DAX for year-to-date and rolling calculations
- Crafting custom KPIs to gauge business performance
Visualizing Financial Intelligence
- Constructing executive dashboards and scorecards
- Applying conditional formatting and key influencer visuals
- Generating visuals for variance, trend, and cash flow assessments
Exam Readiness and Practice
- Analyzing frequent PL-300 questions and scenarios
- Scenario-based exercises based on actual exam content
- Final wrap-up: best practices and test-taking strategies
Capstone Project: Financial Dashboard Simulation
- Assembling a complete financial analysis report for a hypothetical company
- Synthesizing data models, measures, and visual elements
- Peer evaluation and feedback workshop
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 studying for the Microsoft PL-300 certification
- BI specialists specializing in financial reporting
- Accountants and finance managers leveraging Power BI for data-driven decision making
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
