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 structure and objectives
- Competency areas and skills assessed
- Study strategies and preparation resources
Preparing Data for Financial Reporting
- Data cleaning and extraction via Power Query
- Integration of multiple financial data sources
- Management of transactional and time-based data
Modeling Financial Data
- Architecture of data models for financial analysis
- Configuration of hierarchies and relationships (e.g., departments, cost centers, accounts)
- Creation of measures for tracking profit, cost, and revenue
Calculating Financial KPIs
- Core financial metrics: ROI, growth rate, margin, and variance
- Application of DAX for rolling and year-to-date calculations
- Development of custom KPIs for business performance evaluation
Visualizing Financial Insights
- Development of executive scorecards and dashboards
- Utilization of key influencer visuals and conditional formatting
- Creation of visuals for cash flow, trend, and variance analysis
Exam Practice and Preparation
- Analysis of common PL-300 scenarios and questions
- Case-based exercises based on actual exam topics
- Final review of test-taking strategies and best practices
Practical Project: Financial Dashboard Simulation
- Construction of a comprehensive financial analysis report for a sample entity
- Synthesis of visuals, measures, and data modeling
- Feedback session with peer review
Wrap-up and Future Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques
- Practical experience handling financial data or reports
- Fundamental knowledge of DAX and Excel formulas
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence specialists focused on financial reporting
- Accountants and finance managers leveraging Power BI for data-driven insights
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.