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課程簡介
Overview of PL-300 Certification
- Exam objectives and structure
- Skills measured and competency areas
- Preparation resources and study strategies
Data Preparation for Financial Reporting
- Extracting and cleaning data using Power Query
- Combining multiple financial data sources
- Handling time-based and transactional data
Financial Data Modeling
- Designing data models for financial analysis
- Setting up relationships and hierarchies (accounts, cost centers, departments)
- Implementing measures for revenue, cost, and profit tracking
Creating Financial KPIs and Calculations
- Key financial metrics: ROI, variance, margin, and growth rate
- Using DAX for year-to-date and rolling calculations
- Designing custom KPIs for business performance analysis
Visualizing Financial Insights
- Building executive dashboards and scorecards
- Using conditional formatting and key influencers visuals
- Creating visuals for variance, trend, and cash flow analysis
Exam Preparation and Practice
- Review of common PL-300 questions and scenarios
- Case-based exercises using real exam topics
- Final review: best practices and test-taking strategies
Hands-on Project: Financial Dashboard Simulation
- Building a full financial analysis report for a sample company
- Integrating data modeling, measures, and visuals
- Peer review and feedback session
Summary and Next Steps
最低要求
- An understanding of Power BI data modeling and visualization
- Experience working with financial data or reports
- Basic knowledge of DAX and Excel formulas
Audience
- Financial analysts preparing for the Microsoft PL-300 certification
- Business intelligence professionals focused on financial reporting
- Accountants and finance managers using Power BI for data-driven insights
7 小時
客戶評論 (2)
培訓方式。
Ineshia Bilankulu - National Transmission Company South Africa
課程 - Power BI: Basics to Advanced
機器翻譯
- 構建儀表板 - 學習計數、求和與SWITCH函數 -
Thereso - South African National AIDS Council Trust
課程 - Power BI Dashboards
機器翻譯