课程大纲
PL-300认证概述
- 考试目标与结构
- 技能衡量与能力领域
- 准备资源与学习策略
财务报告数据准备
- 使用Power Query提取和清理数据
- 整合多个财务数据源
- 处理时间序列和交易数据
财务数据建模
- 设计用于财务分析的数据模型
- 设置关系与层次结构(账户、成本中心、部门)
- 实施用于收入、成本和利润跟踪的度量
创建财务KPI与计算
- 关键财务指标:投资回报率、方差、利润率和增长率
- 使用DAX进行年初至今和滚动计算
- 设计用于业务绩效分析的自定义KPI
可视化财务洞察
- 构建高管仪表盘和计分卡
- 使用条件格式和关键影响因素可视化
- 创建用于方差、趋势和现金流分析的可视化
考试准备与练习
- 复习常见PL-300问题与场景
- 基于案例的练习,使用真实考试主题
- 最终复习:最佳实践与应试策略
实践项目:财务仪表盘模拟
- 为示例公司构建完整的财务分析报告
- 整合数据建模、度量和可视化
- 同行评审与反馈环节
总结与下一步
要求
- 了解Power BI数据建模与可视化
- 具备处理财务数据或报告的经验
- 掌握DAX和Excel公式的基础知识
受众
- 为Microsoft PL-300认证做准备的财务分析师
- 专注于财务报告的商业智能专业人士
- 使用Power BI获取数据驱动洞察的会计师和财务经理
客户评论 (5)
内容很艰难,但我必须付出的额外努力说明我更好地记住和理解 Power BI。
Melvin - TLI Group
课程 - Power BI DAX Fundamentals
机器翻译
讨论我们的问题
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
课程 - Power BI for Developers
机器翻译
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
课程 - 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
课程 - 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.