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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
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.