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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
Testimonials (2)
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
The coding and analysis, how the information come together in a report which will be useful for my work