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Course Outline

Overview of PL-300 Certification

  • Exam objectives and structure.
  • Skills measured and competency areas.
  • Preparation resources and study strategies.

Data Preparation for Financial Reporting

  • Extracting and cleaning data using Power Query.
  • Combining multiple financial data sources.
  • Handling time-based and transactional data.

Financial Data Modeling

  • Designing data models for financial analysis.
  • Setting up relationships and hierarchies (accounts, cost centers, departments).
  • Implementing measures for revenue, cost, and profit tracking.

Creating Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rate.
  • Using DAX for year-to-date and rolling calculations.
  • Designing custom KPIs for business performance analysis.

Visualizing Financial Insights

  • Building executive dashboards and scorecards.
  • Using conditional formatting and key influencers visuals.
  • Creating visuals for variance, trend, and cash flow analysis.

Exam Preparation and Practice

  • Review of common PL-300 questions and scenarios.
  • Case-based exercises using real exam topics.
  • Final review: best practices and test-taking strategies.

Hands-on Project: Financial Dashboard Simulation

  • Building a full financial analysis report for a sample company.
  • Integrating data modeling, measures, and visuals.
  • Peer review and feedback session.

Summary and Next Steps

Requirements

  • Understanding of Power BI data modeling and visualization.
  • Experience working with financial data or reports.
  • Basic knowledge of DAX and Excel formulas.

Audience

  • Financial analysts preparing for the Microsoft PL-300 certification.
  • Business intelligence professionals focused on financial reporting.
  • Accountants and finance managers using Power BI for data-driven insights.
 7 Hours

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