Power BI Standard Financial Reporting & Analysis - in Excel

Learn to synchronize slicers with multiple pivot tables using report connections, so selecting Australia updates the profit and loss figures and all pivots.

Calculate PBIT and net profit from operating profit by deducting non-operating items using DAX measures. Build a cleaner dashboard with class-based filtering and pivot tables.

Prepare a balance sheet in Excel using a pivot table with chart of accounts and report filters, arranging data by date and by class, subclass, account, and sub account.

Compute return on equity by dividing net profit by total equity, using a DAX measure in Power Pivot with SubClass filter for Owner's Equity and format ROE as a percentage.

Learn to compute the receivables collection period with closing receivables or average, by dividing receivables by total sales and multiplying by 365, using trade receivables by subaccount in Excel.

Double-click a value in a power pivot report to drill down into the transactions, using slicers to filter by year, account, and country, and balance sheet transactions.

Build a ledgers report in Excel using a data model pivot table to replicate the general ledger, including entry number, date, subaccount, and amount, with country and year slicers.

Define a cash flow statement structure in Excel by aligning the chart of accounts with balance sheet and profit and loss, then connect to the GL and map cash flows.

Learn to set up a cash flow statement in Excel with a pivot table, arranging start and end cash and the operating, investing, and financing sections.

Define and validate positive and negative FTP cash flow measures using period calculations, filters on GL amount, and a structured cash flow statement for dynamic financial reporting.

Learn to verify cash flow values by quickly checking closing balances across operating, investing, and financing activities and cross-checking with the profit and loss statement and balance sheet.

Set up a pivot table on a new worksheet to build statement of changes in equity, arranging balance at beginning and end, changes in accounting policy, profit, and share capital.