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 Duration 7 hours

Course Outline

Introduction to PL-300 Certification

  • Exam structure and key objectives
  • Competency areas and skills being assessed
  • Recommended study strategies and preparation resources

Data Preparation for Financial Reporting

  • Extracting and cleaning data via Power Query
  • Integrating multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modeling

  • Designing data models tailored for financial analysis
  • Establishing relationships and hierarchies (e.g., accounts, cost centers, departments)
  • Defining measures for tracking revenue, costs, and profit

Developing Financial KPIs and Calculations

  • Core financial metrics: ROI, variance, margin, and growth rates
  • Applying DAX for year-to-date and rolling calculations
  • Crafting custom KPIs for business performance evaluation

Visualizing Financial Insights

  • Constructing executive dashboards and scorecards
  • Utilizing conditional formatting and key influencers visuals
  • Generating visuals for variance, trend, and cash flow analysis

Exam Preparation and Practice

  • Analyzing common PL-300 questions and scenarios
  • Case-based exercises aligned with actual exam topics
  • Final review: best practices and test-taking strategies

Hands-on Project: Financial Dashboard Simulation

  • Creating a comprehensive financial analysis report for a sample company
  • Integrating data modeling, measures, and visual elements
  • Peer review and feedback session

Wrap-up and Next Steps

Requirements

  • Familiarity with Power BI data modeling and visualization techniques
  • Practical experience handling financial data or reports
  • Fundamental understanding of DAX and Excel formulas

Target Audience

  • Financial analysts aiming to secure the Microsoft PL-300 certification
  • Business intelligence specialists focused on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven insights

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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

Method of training.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-05 09:30
7 hours
Riga, Old Town
1500 EUR (Online)
1700 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-11-19 09:30
7 hours
Riga, Old Town
1500 EUR (Online)
1700 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-03 09:30
7 hours
Riga, Old Town
1500 EUR (Online)
1700 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-17 09:30
7 hours
Riga, Old Town
1500 EUR (Online)
1700 EUR (Classroom)

Power BI for Financial Analysts: Exam Preparation (PL-300)

2026-12-31 09:30
7 hours
Riga, Old Town
1500 EUR (Online)
1700 EUR (Classroom)

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