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Duration 7 hours
Course Outline
Introduction to PL-300 Certification
- Exam scope, objectives, and format
- Key competencies and measured skill sets
- Essential study materials and preparation tactics
Data Readiness for Financial Reporting
- Data extraction and cleansing workflows using Power Query
- Consolidating diverse financial data sources
- Managing temporal and transaction-based records
Architecting Financial Data Models
- Structuring data models for deep financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
- Defining measures for monitoring revenue, expenses, and profitability
Developing Financial KPIs and Calculations
- Core financial indicators: ROI, variance, margin, and growth metrics
- Applying DAX for year-to-date and rolling period computations
- Crafting bespoke KPIs to assess overall business performance
Visualizing Financial Intelligence
- Assembling executive-level dashboards and scorecards
- Incorporating conditional formatting and key influencer visuals
- Generating visuals for variance tracking, trend analysis, and cash flow monitoring
Exam Readiness and Application
- Analyzing typical PL-300 question types and scenarios
- Completing case-based tasks derived from actual exam topics
- Final recap: strategic best practices and testing techniques
Practical Project: Financial Dashboard Simulation
- Constructing a comprehensive financial analysis report for a hypothetical firm
- Integrating data models, calculated measures, and visual components
- Conducting peer reviews and feedback exchanges
Wrap-up and Future Directions
Requirements
- Proficiency in Power BI data modeling and visualization techniques
- Practical experience managing financial data or reporting frameworks
- Familiarity with DAX syntax and Excel formula logic
Target Audience
- Financial analysts aiming to secure the Microsoft PL-300 certification
- Business intelligence specialists concentrating on financial reporting
- Accountants and finance leaders 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
