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Course Outline

Understanding the PL-300 Certification

  • Exam objectives and structural overview.
  • Key skills assessed and competency domains.
  • Essential preparation resources and effective study strategies.

Preparing Data for Financial Reporting

  • Data extraction and cleansing processes via Power Query.
  • Merging multiple financial data sources into a cohesive structure.
  • Managing time-based and transactional data effectively.

Financial Data Modeling

  • Architecting data models tailored for financial analysis.
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments).
  • Creating measures to track revenue, costs, and profitability.

Developing Financial KPIs and Calculations

  • Analyzing key financial metrics such as ROI, variance, margin, and growth rates.
  • Utilizing DAX for year-to-date and rolling calculations.
  • Designing bespoke KPIs to enhance business performance analysis.

Visualizing Financial Insights

  • Constructing executive-level dashboards and scorecards.
  • Applying conditional formatting and leveraging Key Influencers visuals.
  • Designing visuals for variance, trend, and cash flow analysis.

Exam Readiness and Practice

  • Analysis of common PL-300 question types and scenarios.
  • Case-study exercises based on actual exam topics.
  • Final review covering best practices and test-taking tactics.

Hands-on Project: Financial Dashboard Simulation

  • Developing a complete financial analysis report for a sample organization.
  • Integrating data modeling, advanced measures, and visual elements.
  • Conducting peer reviews and feedback sessions.

Wrap-up and Future Steps

Requirements

  • Familiarity with Power BI data modeling and visualization techniques.
  • Practical experience handling financial data or generating financial reports.
  • Foundational understanding of DAX and Excel formulas.

Target Audience

  • Financial analysts aiming to achieve Microsoft PL-300 certification.
  • Business intelligence specialists dedicated to financial reporting.
  • Accountants and finance leaders leveraging Power BI for data-driven decision-making.
 7 Hours

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