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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

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