Microsoft Power BI for Financial Reporting

Name: Microsoft Power BI for Financial Reporting
Rating: 4.6 (2722 reviews)

Master Microsoft Power BI to create incredible Power BI financial reports that represent key, actionable insights

Highest Rated

Created byEnterprise DNA, Sam McKay

Last updated 1/2025

English

German [Auto],English [Auto],

What you'll learn

Master the creation of comprehensive financial reports in Power BI, effectively representing key insights in a compelling and dynamic manner.
Acquire the ability to optimize and model financial reporting data for Power BI, enhancing its usability and interpretability.
Gain a deep understanding of the myriad visualization possibilities for financial metrics, opening doors to creative and impactful data presentations.
Discover how to strategically combine the correct DAX functions in your reports for optimal data analysis.
Understand and apply advanced DAX formula combinations to solve complex calculations, enhancing your problem-solving skills.
Develop the skill to produce detailed, fully automated financial reports, saving time and increasing productivity.
Learn how to manage data from multiple tables in one model and advanced DAX formula combinations for solving certain calculations

Course content

13 sections • 96 lectures • 6h 31m total length

Learning Tips From Enterprise DNA1:33
Microsoft Power BI user-interface updates to be aware of0:53
Resource Pack0:04
Course Overview - Let's get started!0:34
Numbers into Stories: Power BI Facts0:34
Introduction3:01
Power BI model and raw data review8:23
Data Model and Review0:56

Behind the Scenes of Financial Reporting0:28
Data Model Planning8:09
Learn how to;
Use advanced modeling and formula techniques
Use unique ideas to visualize financial reporting information
Solve for any financial metric you may need in your reports
To access the FULL course for FREE, click here:
https://enterprisedna.co/corporate-optimizing-accounting-reports-wpower-bi/
Importing Data into Your Model6:25
Learn - dynamic visualization techniques within your reports
Learn - some advanced DAX formula combinations for solving certain calculations
Understand - how to use the right relationships in your models
Produce - detailed financial reports that are completely automated
Learn - how to manage data from multiple tables in one model
Build - a robust data model and report that showcases compelling insights
To access the FULL course for FREE, click here:
https://enterprisedna.co/corporate-optimizing-accounting-reports-wpower-bi/
Transforming Data with the Query Editor11:56
Understand - how to use the right relationships in your models
Produce - detailed financial reports that are completely automated
Learn - how to manage data from multiple tables in one model
Build - a robust data model and report that showcases compelling insights
To access the FULL course for FREE, click here:
https://enterprisedna.co/corporate-optimizing-accounting-reports-wpower-bi/
Best Practices for Structuring Financial Reporting Data7:53
Constructing an Effective Data Model & Establishing Correct Relationships11:03
Commit the cleaned data to the model and start building a clear data model. Delete confusing relationships, organize lookup tables, and establish one-to-many and inactive relationships for multi-date filtering.
Mastering the Integration of Multiple Tables13:47
Learn to integrate revenue and expense data in Power BI by creating an income statement table using DEC's formula, summarise and union, rolling daily sales to monthly channel totals.
Effective Organization of Your Data Model7:26
Organize your Power BI data model by cleaning relationships, aligning tables, and creating media groups like key measures and time comparison tables for clarity and future reporting.
Constructing Your Model's First DAX Formulas13:41
Explore DAX fundamentals for financial reporting in Power BI, including aggregating and iterating functions, measure branching, and time intelligence to build reusable measures and insights.
10 Quick Tips for Effective Power BI Data Modeling0:31
Financial reporting data setup and modelling - Review0:59
Your Feedback Matters!0:40

Income Statements Uncovered: Facts0:25
Exploring Initial DAX Calculations4:05
Explore initial DAX calculations to build an income statement in Power BI, including rollups, generic column names, calculated and index columns, and handling positive and negative values.
Dealing with +ve/-ve numbers5:26
Creating rollup subtotals calculations10:04
Incorporating Financial Template Design into Report Pages4:22
Overlaying Main DAX Formula Combinations onto Template Designs7:32
Exploring Options for Template Designs and Visuals4:14
Performing Time Comparison Calculations8:03
Other template calculation possibilities6:40
Key Insights for Power BI Reporting0:34
Income Statements - Review1:03

Balance Sheets with Power BI: Quick Facts0:25
Managing Data at Various Granularities4:18
Computing Subtotal Amounts6:22
Compute balance sheet subtotals in Power BI by creating measures for current assets and current liabilities, fixed assets, long-term liabilities, and owners’ equity, then roll up totals and derive ratios.
Leveraging SWITCH/TRUE Logic for Template Design5:46
Handling Unique Table Designs and Summary Calculations3:37
Building a Summary Table of Key Financial Ratios3:40
Balance Sheets - Review0:59
Financial Reporting: From Balance Sheets to Key Ratios0:32

Facts: A Deeper Dive into Growth and Trends0:27
Bringing It All Together: Showcasing Key Revenue Insights5:09
Rapidly assemble revenue insights in Power BI by creating a dynamic report page with date filters, territory and channel slicers, and visuals like waterfall charts and sales by customer.
Experimenting with Unique DAX Formula Combinations5:42
Mastering Ranking Formula Techniques4:33
Essential Visualization Tips4:20
Revenue Insights - Review0:55
Insights in Power BI: From DAX Formulas to Visuals0:23

Report Design in Power BI: Did You Know?0:25
Creating a Captivating Color Palette: Best Practice Visualization Techniques10:29
Creating a User-Friendly Report Navigation Using Unique Icons and Bookmarks6:20
Course Wrap-Up: Final Tips and Techniques4:32
Discover final tips and techniques for mastering Power BI in financial reporting, from building a clean data model with clear relationships and intuitive naming to creating dynamic visuals and insights.
Report Design and App Navigation - Review0:41
Enhancing Power BI Reports: Color Palettes, Icons, and User Navigation0:22

Must Read: Additional Content0:20
Financial Analysis in the Banking Industry Facts0:23
Introduction to Financial Statement Modelling for Banks7:29
Model bank financial statements in Power BI by building line-based layouts with balance sheet and income statement, applying calculation types and what-if scenarios for benchmarking Barclays, Citi, HSBC, and Lloyds.
Deep Dive into Bank Financial Statements and Scenario Modelling4:43
Data Ingestion and Structuring for Bank Financial Modelling6:52
Advanced Measure Creation using Tabular Editor in Power BI10:06
Scripting and Visualizing Financial Measures in Power BI9:02
Creating Financial Ratios and Benchmarking in Power BI5:18
Scenario Modeling with What-If Parameters in Power BI6:27
Model scenario outcomes in Power BI using what-if parameters with numeric ranges for head count, loans, and deposits, comparing original and modeled values with slicers and bookmarks.
Conclusion: Comprehensive Financial Modeling Recap3:44
Financial Modelling In The Banking Industry - Review0:47
Insights & Tips on Financial Modeling in Banking0:34

Requirements

Basic understanding of Power BI: As this course delves into advanced features and techniques of Power BI, students should have a basic understanding of how Power BI works and its main features.
Experience with financial data: Familiarity with financial statements and key financial metrics will help students better understand the course content and apply the techniques to real-world data.
Access to Power BI software: Students will need to have Power BI installed on their computers. The course will include practical exercises that require students to use Power BI.

Description

Embark on a transformative learning journey with this comprehensive course on Microsoft Power BI for Financial Reporting. Dive into more than four hours of engaging content, where you'll be guided through the process of turning raw financial data into compelling, professional-grade reports.

The course aims to empower you with advanced modeling and DAX formula techniques, enabling you to solve any financial metric challenge. We will take you through unique methods of visualizing financial information, making complex data easier to understand and share. You'll learn to craft comprehensive financial reports, including income statements, balance sheets, cash flow statements, and aged trial balances, tailoring these to your team’s specific needs.

As part of the learning experience, you will discover how to implement dynamic visualizations to explore historical trends and future projections. The course provides techniques to enable dynamic drill-down features in your reports, uncovering key areas of insights for better decision-making.

We will also walk you through designing a seamless navigation page for your reporting application, enhancing user experience and efficiency. Furthermore, you will get the chance to layer various DAX techniques, creating robust 'analytical solutions' that impress and engage data consumers.

The course includes practical resources such as a demo data set for hands-on practice with DAX formula development and a demo model showcasing specific analytical techniques. This course is ideally suited for those who already have a good grasp of Power BI as a reporting and analytical tool, but no additional advance preparation is required.

Join us in this course and turn your financial data into a powerful strategic asset. Together, we will make data-driven decision-making not just achievable, but also exciting and impactful.

Who this course is for:

Financial analysts seeking to leverage Power BI for creating dynamic and detailed financial reports.
Data professionals looking to enhance their skill set with advanced Power BI features and techniques.
Business intelligence enthusiasts interested in optimizing and modeling financial data within Power BI.
Professionals in finance and accounting roles seeking to automate their reporting processes.
Anyone interested in exploring and visualizing financial data in a meaningful and impactful way using Power BI.

Microsoft Power BI for Financial Reporting

What you'll learn

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Course content

Data Model and Review8 lectures • 16min

Financial reporting data setup and modelling12 lectures • 1hr 23min

Income Statements11 lectures • 52min

Balance Sheets8 lectures • 26min

Cash Flow Statement8 lectures • 25min

Aged Trial Balance8 lectures • 40min

Financial Details5 lectures • 16min

Revenue Insights7 lectures • 21min

Report Design and App Navigation6 lectures • 23min

Financial Modelling In The Banking Industry12 lectures • 56min

Requirements

Description

Who this course is for: