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Course Outline
Introduction to PL-300 Certification
- Breakdown of exam objectives and structure
- Key skills assessed and competency domains
- Essential preparation resources and effective study strategies
Preparing Data for Financial Reporting
- Extracting and cleansing data effectively with Power Query
- Merging multiple financial data sources seamlessly
- Managing time-based and transactional data entries
Building Financial Data Models
- Architecting data models specific to financial analysis
- Establishing relationships and hierarchies for accounts, cost centers, and departments
- Creating measures to track revenue, costs, and profit accurately
Developing Financial KPIs and Calculations
- Analyzing core metrics such as ROI, variance, margin, and growth rate
- Leveraging DAX for year-to-date and rolling window calculations
- Designing bespoke KPIs for in-depth business performance analysis
Visualizing Financial Insights
- Assembling executive dashboards and performance scorecards
- Applying conditional formatting and key influencer visuals
- Constructing visuals for variance, trend, and cash flow assessments
Exam Readiness and Practice
- Reviewing typical PL-300 questions and scenarios
- Completing case-based exercises aligned with real exam topics
- Final wrap-up: Best practices and strategic test-taking tips
Capstone Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample organization
- Integrating data modeling, custom measures, and visual elements
- Conducting peer reviews and receiving structured feedback
Conclusion and Future Pathways
Requirements
- Familiarity with data modeling and visualization principles in Power BI
- Practical experience handling financial data or generating financial reports
- Fundamental understanding of DAX and Excel formulas
Who Should Attend
- Financial analysts actively preparing for the Microsoft PL-300 certification
- Business intelligence specialists dedicated to financial reporting
- Accountants and finance managers 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
engagement with the attendees