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Course Outline

Introduction to PL-300 Certification

  • Exam objectives and structural overview.
  • Assessed skills and core competency areas.
  • Recommended preparation resources and study strategies.

Data Preparation for Financial Reporting

  • Data extraction and cleansing techniques using Power Query.
  • Consolidation of multiple financial data sources.
  • Management of time-based and transactional records.

Financial Data Modeling

  • Architecting data models for robust financial analysis.
  • Establishing relationships and hierarchies for accounts, cost centers, and departments.
  • Creating measures to track revenue, costs, and profit margins.

Developing Financial KPIs and Calculations

  • Key financial indicators: ROI, variance, margin, and growth rates.
  • Applying DAX for year-to-date and rolling calculations.
  • Designing bespoke KPIs to evaluate business performance.

Visualizing Financial Insights

  • Construction of executive dashboards and performance scorecards.
  • Leveraging conditional formatting and key influencer visuals.
  • Generating visuals for variance, trend, and cash flow analysis.

Exam Preparation and Practice

  • Analysis of frequent PL-300 questions and scenarios.
  • Case-based exercises aligned with actual exam topics.
  • Final review covering best practices and effective test-taking strategies.

Hands-on Project: Financial Dashboard Simulation

  • Development of a comprehensive financial analysis report for a sample entity.
  • Integration of data modeling, measures, and visual elements.
  • Peer review and structured feedback sessions.

Conclusion and Future Pathways

Requirements

  • Familiarity with Power BI data modeling and visualization techniques.
  • Practical experience handling financial data or reporting frameworks.
  • Foundational understanding of DAX and Excel formulas.

Target Audience

  • Financial analysts actively preparing for the Microsoft PL-300 certification.
  • Business intelligence professionals specializing in financial reporting.
  • Accountants and finance managers leveraging Power BI for data-driven decision making.
 7 Hours

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