Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Overview of the PL-300 Certification
- Exam objectives and structural components
- Competency domains and skills measured
- Study resources and preparation methodologies for government professionals
Data Preparation for Financial Reporting
- Extracting and cleansing data using Power Query
- Merging multiple financial data sources
- Managing time-series and transactional data sets
Financial Data Modeling
- Designing data models to support financial analysis
- Configuring relationships and hierarchies (e.g., accounts, cost centers, departments)
- Implementing measures for revenue, expense, and profit tracking
Development of Financial KPIs and Calculations
- Analysis of key financial metrics: return on investment (ROI), variance, margin, and growth rate
- Application of DAX for year-to-date and rolling calculations
- Designing custom key performance indicators (KPIs) for organizational performance analysis
Visualization of Financial Insights
- Construction of executive dashboards and scorecards
- Utilization of conditional formatting and Key Influencers visuals
- Development of visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of common PL-300 question types and scenarios
- Case-based exercises aligned with official exam topics
- Final review: best practices and test-taking strategies for government applicants
Hands-On Project: Financial Dashboard Simulation
- Development of a comprehensive financial analysis report for a sample entity
- Integration of data modeling, measures, and visual components
- Peer review and feedback session
Summary and Next Steps
Requirements
- Proficiency in constructing data models and visualizations within the Power BI platform
- Practical experience managing financial data sets or generating fiscal reports
- Fundamental competence in utilizing DAX expressions and Excel formula logic
Target Audience
- Financial analysts pursuing the Microsoft PL-300 certification to advance their credentials
- Business intelligence specialists dedicated to delivering accurate financial reporting frameworks
- Accounting and finance leadership utilizing Power BI tools to derive actionable, data-driven insights for government agencies and other public sector entities
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
The basic structure of Power BI, its main functions, as well as some advanced functions