Get in Touch

Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural overview
  • Assessed skills and core competency domains
  • Recommended preparation resources and study methodologies

Data Preparation for Financial Reporting

  • Data extraction and cleaning techniques using Power Query
  • Integration of multiple financial data sources
  • Management of time-based and transactional data streams

Financial Data Modeling

  • Architecting data models for advanced financial analysis
  • Configuration of relationships and hierarchies (including accounts, cost centers, and departments)
  • Development of measures for tracking revenue, costs, and profitability

Formulating Financial KPIs and Calculations

  • Defining key financial metrics: ROI, variance, margin, and growth rate
  • Application of DAX for year-to-date and rolling period calculations
  • Creation of custom KPIs for comprehensive business performance evaluation

Visualizing Financial Insights

  • Construction of executive-level dashboards and performance scorecards
  • Implementation of conditional formatting and key influencer visuals
  • Development of visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Analysis of common PL-300 question types and scenarios
  • Case-based practical exercises aligned with real exam topics
  • Comprehensive final review: best practices and test-taking strategies

Capstone Project: Financial Dashboard Simulation

  • Development of a complete financial analysis report for a sample entity
  • Integration of data modeling, calculated measures, and visual elements
  • Collaborative peer review and feedback sessions

Conclusion and Recommended Next Steps

Requirements

  • Familiarity with Power BI data modeling and visualization concepts
  • Professional experience in handling financial data or generating financial reports
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts actively preparing for the Microsoft PL-300 examination
  • Business intelligence specialists dedicated to financial reporting
  • Accountants and finance leaders leveraging Power BI for data-driven decision-making
 7 Hours

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories