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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 Modelling
- Designing data models for financial analysis.
- Setting up relationships and hierarchies (accounts, cost centres, departments).
- Implementing measures for revenue, cost, and profit tracking.
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate.
- Utilizing 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 modelling, measures, and visuals.
- Peer review and feedback session.
Summary and Next Steps
Requirements
- A solid understanding of Power BI data modelling and visualisation.
- 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 specializing in financial reporting.
- Accountants and finance managers leveraging Power BI for data-driven insights.
7 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
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Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
