Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
PL-300 Certification Overview
- Breakdown of exam objectives and structural components
- Identification of assessed skills and key competency areas
- Guidance on preparation resources and effective study methodologies
Data Preparation for Financial Reporting
- Techniques for extracting and cleansing data via Power Query
- Merging diverse financial data sources into a unified structure
- Managing time-based sequences and transactional records
Financial Data Modeling
- Architecting data models specifically for financial analysis workflows
- Establishing relationships and hierarchies for accounts, cost centers, and departments
- Defining measures to track revenue, costs, and profitability
Development of Financial KPIs and Calculations
- Calculating essential metrics such as ROI, variance, margin, and growth rates
- Utilizing DAX for year-to-date (YTD) and rolling period calculations
- Creating bespoke KPIs to support broader business performance evaluation
Visualization of Financial Insights
- Assembling executive-level dashboards and performance scorecards
- Leveraging conditional formatting and Key Influencers visuals for clarity
- Designing visuals to highlight variance, trends, and cash flow dynamics
Exam Preparation and Practice
- Analyzing common PL-300 question types and realistic scenarios
- Completing case-based exercises derived from actual exam topics
- Final review covering best practices and strategic test-taking techniques
Practical Project: Financial Dashboard Simulation
- Constructing a complete financial analysis report for a hypothetical company
- Synthesizing data modeling, advanced measures, and visual elements
- Participating in peer review sessions and structured feedback loops
Conclusion and Path Forward
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or financial reporting
- Fundamental understanding of DAX and Excel formula structures
Target Audience
- Financial analysts in the process of preparing for the Microsoft PL-300 credential
- Business intelligence specialists with a focus on financial reporting workflows
- Accountants and finance leaders leveraging Power BI to drive data-informed decision-making
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.
