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 Duration 7 hours

Course Outline

Introduction to PL-300 Certification

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

Data Preparation for Financial Reporting

  • Data extraction and cleansing via Power Query
  • Integration of multiple financial data sources
  • Management of time-based and transactional data

Financial Data Modeling

  • Architecture of data models for financial analysis
  • Configuration of relationships and hierarchies (accounts, cost centers, departments)
  • Implementation of measures for tracking revenue, costs, and profit

Development of Financial KPIs and Calculations

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

Visualizing Financial Insights

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

Exam Preparation and Practice

  • Review of typical PL-300 questions and scenarios
  • Scenario-based exercises aligned with actual exam topics
  • Final review: Best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Construction of a comprehensive financial analysis report for a sample entity
  • Integration of data modeling, measures, and visualizations
  • Peer assessment and feedback session

Wrap-up and Future Steps

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience managing financial data or reporting
  • Foundational understanding of DAX and Excel formulas

Target Audience

  • Financial analysts aiming for the Microsoft PL-300 certification
  • Business intelligence specialists specializing in financial reporting
  • Accountants and finance leaders utilizing Power BI for data-driven decision-making

Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793

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

engagement with the attendees

Magdeline Matsie Mokonyane-Motha - Tshwane University of Technology
Course - PL-300T00: Microsoft Power BI Data Analyst

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