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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
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.