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Course Outline
Overview of the PL-300 Certification
- Exam objectives and structure
- Assessed skills and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleaning data using Power Query
- Consolidating multiple financial data sources
- Managing time-based and transactional data
Financial Data Modelling
- Designing data models for financial analysis
- Establishing relationships and hierarchies (e.g., accounts, cost centres, departments)
- Implementing measures for tracking revenue, costs, and profit
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Utilising DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualising Financial Insights
- Building executive dashboards and scorecards
- Applying conditional formatting and key influencer 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 based on real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Constructing a comprehensive 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
Target Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals focused on 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)
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.
