課程簡介
PL-300認證概述
- 考試目標與結構
- 技能衡量與能力領域
- 準備資源與學習策略
財務報告數據準備
- 使用Power Query提取和清理數據
- 整合多個財務數據源
- 處理時間序列和交易數據
財務數據建模
- 設計用於財務分析的數據模型
- 設置關係與層次結構(賬戶、成本中心、部門)
- 實施用於收入、成本和利潤跟蹤的度量
創建財務KPI與計算
- 關鍵財務指標:投資回報率、方差、利潤率和增長率
- 使用DAX進行年初至今和滾動計算
- 設計用於業務績效分析的自定義KPI
可視化財務洞察
- 構建高管儀表盤和計分卡
- 使用條件格式和關鍵影響因素可視化
- 創建用於方差、趨勢和現金流分析的可視化
考試準備與練習
- 複習常見PL-300問題與場景
- 基於案例的練習,使用真實考試主題
- 最終複習:最佳實踐與應試策略
實踐項目:財務儀表盤模擬
- 爲示例公司構建完整的財務分析報告
- 整合數據建模、度量和可視化
- 同行評審與反饋環節
總結與下一步
最低要求
- 瞭解Power BI數據建模與可視化
- 具備處理財務數據或報告的經驗
- 掌握DAX和Excel公式的基礎知識
受衆
- 爲Microsoft PL-300認證做準備的財務分析師
- 專注於財務報告的商業智能專業人士
- 使用Power BI獲取數據驅動洞察的會計師和財務經理
客戶評論 (5)
內容很艱難,但我必須付出的額外努力説明我更好地記住和理解 Power BI。
Melvin - TLI Group
課程 - Power BI DAX Fundamentals
機器翻譯
討論我們的問題
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
課程 - Power BI for Developers
機器翻譯
What I liked the most was the coach's openness regarding the change in content as well as the approach that was previously prepared to accommodate our real needs
Ernesto Sitoe Junior - Electricidade de Mocambique
課程 - Advanced Power BI
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
Anne-Cecile Jacquot - Ameropa
課程 - Excel to Power BI
The second day was very interesting. It was a good training to see some possibilities within Power BI; but mostly you learn then while you work with Power BI. Fact is also that the training base has all access rights and everything works, but as soon as you try to connect to the live system, it does not work and this makes the knowledge transfer a bit difficult.