Get in Touch

Course Outline

Overview of PL-300 Certification

  • Exam objectives and structural breakdown
  • Skills assessed and key competency areas
  • Recommended resources and effective study strategies

Data Preparation for Financial Reporting

  • Extracting and cleansing data using Power Query
  • Merging multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modelling

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

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

  • Constructing executive dashboards and scorecards
  • Applying conditional formatting and key influencers 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 centred on real exam topics
  • Final review: best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Building a complete 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
  • Practical experience working with financial data or reports
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts preparing for the Microsoft PL-300 certification
  • Business intelligence professionals with a focus on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights
 7 Hours

Number of participants


Price per participant

Testimonials (2)

Provisional Upcoming Courses (Require 5+ participants)

Related Categories