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
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
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
The basic structure of Power BI, its main functions, as well as some advanced functions