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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
7 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £1900 online delivery, based on a group of 2 delegates, £600 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (5)
The content was tough but that extra effort I had to put helped me remember and understand power BI better.
Melvin - TLI Group
Course - Power BI DAX Fundamentals
the clear and concise explanations
Georgiana - Everience
Course - Power BI Basic
Discussing about our issues
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
Course - Power BI for Developers
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 :)
