Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Subscribe
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Power BI Desktop: How to build a profit and loss statement
Rating: 4.4 out of 5(37 ratings)
245 students

Power BI Desktop: How to build a profit and loss statement

Create a P&L in Power BI
Created byDan We
Last updated 1/2026
English

What you'll learn

  • You learn how to build a profit and loss statement in Power BI
  • You learn Power BI Tips and Tricks
  • You apply Power BI DAX
  • You can transfer this knowledge to your own financial projects
  • Discover new job opportunities in a data driven future job market

Course content

3 sections • 22 lectures • 2h 43m total length

  • 1 How to build a simple Profit and Loss Statement in Power BI Desktop1:14
  • Download the course files here0:03
  • 3 Introducing our Template and Data5:14

    Discover how to set up a profit and loss statement in Power BI Desktop using the provided template and data, including sorting, item formatting, highlighting, and expense signs.

  • 4 Datestable Datamodel and Formatting13:08
  • 5 Display the correct Profit and Loss Structure5:35
  • 6 Lets create our first Profit and Loss Measure in DAX7:41
  • 7 The SUPER DAX measure to map our Profit and Loss items9:23
  • 8 Practise mapping profit and loss items8:17
  • 9 Finishing mapping our profit and loss items correctly17:00
  • 10 Measure Formatting and other challenges and solutions12:35

    Learn to format measures in Power BI Desktop using format and switch to display values in millions, align numbers, and preserve empty rows with show items with no data.

  • 11 The profit and loss statement should look pretty9:38

    Format a Power BI desktop profit and loss table by removing the total column, using a minimal style, and applying conditional formatting via a highlight flag to emphasize key items.

  • 12 Profit and Loss prior period comparison made easy8:59

Requirements

  • You should have at least taken my Power BI Masterclass beginners to advanced course
  • Prior working with Power BI (see first point) is recommended
  • no additional costs - Power BI can be downloaded for free!

Description

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster decisions. Therefore they rely heavily on data. Data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are constantly searching for skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. This will be the key advantage to succeed in business.

MS Power BI is an andvanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!


The strength in Power BI lies in visualizing data in beautiful interactive charts. The finance industry and related departments however love to see tables.

And profit and loss statements are one use case where a table structure is certainly more common then fancy charts (even though it is also possible to show it more visually :) )

In this course we learn

How to build a P&L (Profit and Loss Statement) in Power BI

We apply a simple yet powerful and easy to follow step by step logic and you learn hands on how it is build.

This is done with the default tools we have without using any additional paid custom visuals!

Interested?

Then let's get started right here right now!





Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!

1. Power BI Masterclass - beginners to advanced

2. Microsoft Power BI Masterclass - Expand Excellence

3.Power BI Masterclass - DAX, Excel And More

4. The Power BI Masterclass - Additional Tips and Tricks

5. Power BI Desktop - Data Prep Challenges

6. Power BI Masterclass - DAX, R and Gateways

7. Power BI Masterclass - Python Finance and Advanced DAX

8. Power BI Masterclass - the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop


Who this course is for:

  • Data Analysts
  • Financial Analysts
  • Consultants
  • Everyone working with data or strive for a data analytics career

Report abuse