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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

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