Course Outline
Overview of PL-300 Certification
- Exam objectives and structure
- Skills measured and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleaning data using Power Query
- Combining multiple financial data sources
- Handling time-based and transactional data
Financial Data Modeling
- Designing data models for financial analysis
- Setting up relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit tracking
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Using DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualizing Financial Insights
- Building executive dashboards and scorecards
- Using 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 using real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a full financial analysis report for a sample company
- Integrating data modeling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
Requirements
- An understanding of Power BI data modeling and visualization
- Experience working with financial data or reports
- Basic knowledge of DAX and Excel formulas
Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals focused on financial reporting
- Accountants and finance managers using Power BI for data-driven insights
Testimonials (5)
The subject was taught in an engaging way, making me want to learn more.
kgotla Moncho - Martin Engineering Africa
Course - PL-300T00: Microsoft Power BI Data Analyst
Blessing made sure that he knows every one , and referred every candidate by their name which is excellent. He is a well experienced Trainer and has patience, and very helpful to all the candidates. Trainer like him make the training more interesting. Wish to have him allocated to my next training that I will be doing with your company.
Alfred Mashala - National Transmission Company South Africa
Course - Analyzing Data with Power BI
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
Course - 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
Course - 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.
