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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

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