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 Duration 7 hours

Course Outline

Overview of the PL-300 Certification

  • Exam objectives and structure
  • Assessed skills and competency areas
  • Preparation resources and effective study strategies

Data Preparation for Financial Reporting

  • Extracting and cleaning data using Power Query
  • Integrating multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modeling

  • Designing data models tailored for financial analysis
  • Establishing relationships and hierarchies (accounts, cost centers, departments)
  • Implementing measures for tracking revenue, cost, and profit

Developing Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rate
  • Using DAX for year-to-date and rolling calculations
  • Creating custom KPIs for business performance analysis

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Applying conditional formatting and key influencer visuals
  • Designing 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

  • Building a comprehensive financial analysis report for a sample company
  • Integrating data modeling, measures, and visuals
  • Peer review and feedback session

Summary and Next Steps

Requirements

  • Foundational understanding of data modeling and visualization in Power BI
  • Practical experience working with financial data or reports
  • Basic knowledge of DAX and Excel formulas

Who This Is For

  • Financial analysts aiming for the Microsoft PL-300 certification
  • Business intelligence specialists focused on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-13 09:30
7 hours
Taipei, Aurora
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-27 09:30
7 hours
Taipei- Concord
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-11 09:30
7 hours
Taipei Walsin Xinyi
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-25 09:30
7 hours
Taichung, Global
9900 NT$ (Online)
72900 NT$ (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2027-01-08 09:30
7 hours
The Hsinchu Wishun centre
9900 NT$ (Online)
9900 NT$ (Classroom)

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