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Duration 7 hours
Course Outline
Overview of PL-300 Certification
- Exam objectives and structural components.
- Assessed skills and key competency areas.
- Recommended preparation resources and study strategies.
Data Preparation for Financial Reporting
- Extracting and cleansing data using Power Query.
- Integrating multiple financial data sources.
- Managing time-based and transactional data records.
Financial Data Modeling
- Designing data models specifically for financial analysis.
- Establishing relationships and hierarchies (such as accounts, cost centers, and departments).
- Creating measures to track revenue, costs, and profit.
Developing Financial KPIs and Calculations
- Core financial metrics: ROI, variance, margin, and growth rate.
- Utilizing DAX for year-to-date and rolling calculations.
- Designing custom KPIs for comprehensive business performance analysis.
Visualizing Financial Insights
- Constructing executive dashboards and performance scorecards.
- Applying conditional formatting and key influencers visuals.
- Generating visuals for variance, trend, and cash flow analysis.
Exam Preparation and Practice
- Review of frequent PL-300 questions and scenario-based challenges.
- Case-based exercises addressing real exam topics.
- Final review covering best practices and test-taking strategies.
Hands-on Project: Financial Dashboard Simulation
- Developing a complete financial analysis report for a sample company.
- Integrating data modeling, measures, and visual elements.
- Participating in peer review and feedback sessions.
Summary and Next Steps
Requirements
- Familiarity with Power BI data modeling and visualization techniques.
- Professional experience handling financial data or reports.
- Foundational knowledge of DAX and Excel formulas.
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification.
- Business intelligence professionals with a focus on financial reporting.
- Accountants and finance managers utilizing Power BI for data-driven insights.
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.
