Financial Reporting w/Power BI
What you'll learn
- Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way.
- Learn how to optimize & model financial reporting data for Power BI
- Understand the visualization possibilities for financial metrics
- Implement a unique table template technique for financial reports
- Learn how to combine the correct DAX functions in your reports
- 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
Description
The course contains a number of real-world tips and techniques for financial reporting development work using Power BI. By using the unique ideas and concepts reviewed in detail throughout this course you will be able to produce high-quality reports that showcase financial information in a compelling way. Throughout all the modules you will walk through a detailed example, covering reporting elements such as income statements, balance sheets, cash flow statements, aged trial balances and more. Covered are many formula techniques, modelling concepts and dynamic visualization ideas that when combined can impress any consumer of financial information in your teams or organizations.
Participants of this module should have an ample knowledge and skills in using Power BI as a reporting and analytical tool. This is a learner who is able to find solutions to data queries using the different functionalities of Power BI. No other advance preparation needed to take this course.
What you get with the course
More than 4 hours of course videos
1x demo data sets to practice DAX formula development
1x demo model download showing specific analytical techniques
Here are the specifics for the course
Learn how to;
Use advanced modelling and formula techniques
Use unique ideas to visualize financial reporting information
Solve for any financial metric you may need in your reports
Develop a comprehensive financial reporting tool for your team
Visualize historic results in a dynamic way
Dynamically drill into key areas of insights for better decision making
Design a dynamic navigation page for your reporting app
Layer many DAX techniques, discovering the key financial insights your require
Develop end to end 'analytical solutions' that wow data consumers
Testimonials
"Normally, I am not very enthusiastic about online tutorials/learning. However, I was surprised that I went through the course in one sitting and was quite excited to move from module to module. Each session sparked my interest since I could visualize how the content relates to my working environment and how I could utilize what I will continue to learn through my membership to improve our financial outputs." - Shane Barnes
"If you are interested in learning to apply Financial Statements in your reports, this is the best course to do it. The walk-through of the course allows you to clearly understand the functionality and logic of each formula." - Roberto Ramirez
"I cannot thank Sam and his team enough for all the wonderful and thorough videos. They were immensely helpful in taking my basic Power BI understanding to the next level. His videos on financial analysis/ segmentation/ forecasting were simply superb. Look forward to all his many more Power BI videos. Thanks again Sam!" - Pavan S
Who this course is for:
- Passionate Learners and Power BI Enthusiasts
- Financial accountants, CPAs
- Financial analysts
- Excel users who want to upgrade their reporting
Course content
- 00:04Resource Pack
- Preview03:01
- 08:23Power BI model and raw data review
Instructors
![Enterprise DNA](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.5 Instructor Rating
- 586 Reviews
- 30,587 Students
- 6 Courses
Enterprise DNA empowers analysts and teams to raise their standard of reporting and analysis from basic to high value through our customized learning pathways, skills assessment tools, comprehensive resources, well-structured online training, and support community.
For over five years, we have trained our students to unlock the potential of their data and demystify Power BI as a business intelligence tool; turning over 100,000 data professionals into Power BI authorities.
Power BI is an amazingly powerful analytical tool. Harnessing its potential can create so many possibilities and Enterprise DNA can guide you in the journey.
- 4.5 Instructor Rating
- 552 Reviews
- 21,909 Students
- 4 Courses
"I very early on saw the immense opportunity of using Power BI to create analytical solutions. After years of developing some advanced analysis and tools in excel, I was amazed that I could re-create most of those things about 10% of the time with Power BI."
Founder and CEO at Enterprise DNA, a business intelligence training & consultancy business primarily focused on driving better decision making within organisations by empowering individuals and teams to transform raw data into unmatched insights using Microsoft's Power BI suite of tools.
With a strong history in Finance, previously working at ANZ, PIMCO, and Fonterra. A CFA charterholder, achieving the designation in 2011.
With passion for building highly scalable analytical solutions within organisations, and wants to see others learn how to do the same.