Course Outline

Overview of PL-300 Certification

  • Examination objectives and structure
  • Skills assessed and competency areas
  • Preparation resources and study strategies for government professionals

Data Preparation for Financial Reporting

  • Extracting and cleaning data using Power Query for accurate financial reporting
  • Combining multiple financial data sources to ensure comprehensive analysis
  • Handling time-based and transactional data to maintain data integrity

Financial Data Modeling

  • Designing robust data models for financial analysis in government agencies
  • Setting up relationships and hierarchies, including accounts, cost centers, and departments
  • Implementing measures for tracking revenue, costs, and profit for government operations

Creating Financial KPIs and Calculations

  • Key financial metrics such as ROI, variance, margin, and growth rate for government use
  • Using DAX for year-to-date and rolling calculations to enhance financial insights
  • Designing custom KPIs to support business performance analysis in the public sector

Visualizing Financial Insights

  • Building executive dashboards and scorecards for clear communication of financial data
  • Utilizing conditional formatting and key influencers visuals to highlight critical information
  • Creating visuals for variance, trend, and cash flow analysis to inform decision-making processes

Exam Preparation and Practice

  • Review of common PL-300 questions and scenarios relevant to government professionals
  • Case-based exercises using real exam topics to simulate test conditions
  • Final review: best practices and test-taking strategies for optimal performance

Hands-on Project: Financial Dashboard Simulation

  • Building a comprehensive financial analysis report for a sample company, tailored for government use
  • Integrating data modeling, measures, and visuals to create a cohesive dashboard
  • Peer review and feedback session to enhance learning and collaboration among participants

Summary and Next Steps

Requirements

  • An understanding of Power BI data modeling and visualization techniques
  • Experience working with financial data or reports in a professional setting
  • Basic knowledge of DAX (Data Analysis Expressions) and Excel formulas for effective data manipulation

Audience for Government

  • Financial analysts preparing for the Microsoft PL-300 certification to enhance their skills in financial reporting
  • Business intelligence professionals focused on delivering accurate and actionable financial insights within government agencies
  • Accountants and finance managers utilizing Power BI to drive data-driven decision-making processes in public sector organizations
 7 Hours

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