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
Testimonials (5)
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
Blessing made sure that he knows every one , and referred every candidate by their name which is excellent. He is a well experienced Trainer and has patience, and very helpful to all the candidates. Trainer like him make the training more interesting. Wish to have him allocated to my next training that I will be doing with your company.
Alfred Mashala - National Transmission Company South Africa
Course - Analyzing Data with Power BI
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 :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
The second day was very interesting. It was a good training to see some possibilities within Power BI; but mostly you learn then while you work with Power BI. Fact is also that the training base has all access rights and everything works, but as soon as you try to connect to the live system, it does not work and this makes the knowledge transfer a bit difficult.