Get in Touch
 Duration 7 hours

Course Outline

Overview of PL-300 Certification

  • Exam objectives and structure
  • Assessed skills and competency areas
  • Preparation resources and study strategies

Data Preparation for Financial Reporting

  • Extracting and cleansing data using Power Query
  • Integrating multiple financial data sources
  • Managing time-based and transactional data

Financial Data Modelling

  • Designing data models for financial analysis
  • Establishing relationships and hierarchies (accounts, cost centres, departments)
  • Implementing measures for revenue, cost, and profit tracking

Creating Financial KPIs and Calculations

  • Key financial metrics: ROI, variance, margin, and growth rate
  • Utilising DAX for year-to-date and rolling calculations
  • Designing custom KPIs for business performance analysis

Visualising Financial Insights

  • Building executive dashboards and scorecards
  • Applying 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 comprehensive financial analysis report for a sample company
  • Integrating data modelling, measures, and visuals
  • Peer review and feedback session

Summary and Next Steps

Requirements

  • Familiarity with Power BI data modelling and visualisation principles
  • Practical experience handling financial data or reports
  • Foundational knowledge of DAX and Excel formulas

Target Audience

  • Financial analysts preparing for the Microsoft PL-300 certification
  • Business intelligence specialists focused on financial reporting
  • Accountants and finance managers leveraging Power BI for data-driven decision-making

Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793

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

engagement with the attendees

Magdeline Matsie Mokonyane-Motha - Tshwane University of Technology
Course - PL-300T00: Microsoft Power BI Data Analyst

Upcoming Courses

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

2026-11-30 09:30
7 hours
Cape Town - City Lodge Hotel Victoria and Alfred Waterfront

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

2026-12-14 09:30
7 hours
Johannesburg - City Lodge Waterfall City

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

2026-12-28 09:30
7 hours
Garden Court South Beach

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

2027-01-11 09:30
7 hours
Sheraton Pretoria Hotel

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