Power BI Financial Reporting & Financial Analysis: A to Z

Learn to analyze sales in Power BI using a matrix visual, focusing on sales from the P&L, filtering by SubClass, and drilling by year hierarchy from calendar.

Format a Power BI matrix by turning off subtotals, adjusting values and headers fonts, and adding a styled sales revenue title for 2018–2020.

Learn to drill up and drill down in Power BI by expanding from years to quarters and months, using the date hierarchy to analyze sales over time.

Visualize sales trends in Power BI with line and bar charts. Drill down from year to quarter and month, compare across years, and customize colors for dashboards.

Organize the Power BI dashboard, add a country slicer, and analyze sales by country; watch charts update for USA, UK, New Zealand, Germany, and France.

Learn to prepare a profit and loss statement in Power BI by building a P&L dashboard, applying report filters, multi-level sorting, and subtotals to compare countries.

Explore how to calculate gross profit, operating profit, PBIT, EBITDA, and net profit in Power BI using matrix visuals, subtotals, and chart of accounts filters.

Learn to visualize financial values with the card visual in Power BI, apply subclass filters to display sales, and format data labels and titles for a polished dashboard.

Configure a KPI visual in Power BI with a sales indicator, a date trend, and a sales filter. Explore total-to-date values, formatting, and future benchmark options.

Learn to use a date slicer to filter visuals by year, switch the slicer to a list, and understand how year selection affects total to date values, including multi-year selections.

Learn to add basic chart visuals for P&L analysis in Power BI, including line charts for sales revenue, gross profit, and net profit with filters, date hierarchy, and year-by-year detail.

Copy visuals to a cross-country dashboard to compare country-level P&L across sales revenue, gross profit, and net profit, revealing New Zealand's second place and UK and Australia trends.

Move forward with learning DAX to compute key financial ratios such as gross profit margin, net profit margin, ROI, and return on capital employed for deeper financial analysis.

Learn DAX, the data analysis expressions language used in Power BI and Excel, to build total-to-date balances, custom measures like gross profit margin, and P&L scenarios with matrix visuals.

Create a DAX measure in Power BI to sum the amount for a specific period, using the modelling tab and table references, with future gross profit calculations.

Learn to compute gross profit in Power BI with DAX using CALCULATE to apply a trading account filter. Reuse a total measure for accurate, filter-independent gross profit.

Learn to calculate net profit in Power BI using DAX by creating a new measure with calculate and sum, filtered to the profit and loss report.

Learn to calculate operating profit in Power BI by building a DAX measure that sums values for trading and operating accounts, using CALCULATE and FILTER, and format the result.

Master calculating operating profit in DAX by subtracting operating account expenses from gross profit using a new measure with calculate and a class filter, and compare with the traditional approach.

Calculate EBITDA in Power BI by subtracting operating expenses before depreciation and amortization from gross profit using a DAX measure, with filters on operating expenses; prep for PBIT.

Demonstrate calculating PBIT from operating profit by adding back non-operating income and subtracting non-operating expenses, using a chart of accounts measure and the calculate function to create Power BI visuals.

Duplicate the P&L page, create a sales for the period measure, and visualize sales, gross profit, and net profit in an area chart with the subclass sales filter removed.

Explore adding small multiples to a revenue chart in Power BI to compare country performance, view focus mode, and analyze gross profit versus sales and pricing impacts.

Define a marketing cost to sales relationship visualization on a dashboard, creating a new marketing cost measure, aligning data by subclass level two, and adjusting axes and titles for clarity.

Learn to create and format gross profit margin and net profit margin measures in Power BI, present them in a clear multi-year chart, and refine visuals for meaningful sales analytics.

Learn to compute minimum and maximum dates in Power BI using a calendar table and DAX measures, explore metrics across years, and prepare a balance sheet with full date ranges.

learn to calculate a dynamic minimum date across data in Power BI, instead of the column minimum, by using calculate, filter, and all to remove auto filters.

Create a balance sheet in Power BI by configuring year columns, filtering to balance sheet data, and building a total-to-date measure with date filters, including assets, liabilities, and equity.

Learn to remove a visual level filter on a balance sheet by creating a balance sheet value measure using DAX to filter data to balance sheet only.

Explore visualizing balance sheet data with donut charts in Power BI, comparing assets to liabilities and owner's equity, and drilling down from class to SubClass and account levels.

Visualize balance sheet data with a treemap in Power BI, breaking down assets, liabilities, and owner's equity by class and account to reveal biggest balances like cash and share capital.

Define current assets and current liabilities on the balance sheet in Power BI, calculate the current ratio with measures and filters, and present the result on a dashboard.

Compute the quick ratio in Power BI by (current assets minus inventory) divided by current liabilities, using a separate inventory measure tied to the chart of accounts and balance sheet.

Explore gearing ratio by calculating total debt over total equity, using DAX measures to derive debt and equity from liabilities and owner's equity on the balance sheet.

Establish foolproof sorting for P&L and balance sheet in Power BI by defining sorting levels in the source data (class, subclass, account) and applying sort by in visuals.

Define asset turnover as sales divided by total assets and compute it using Power BI measures from the P&L and balance sheet to analyze asset efficiency.

Learn how to compute ROCE by dividing profit before interest and tax (PBIT) by capital employed, defined as owner's equity plus long-term liabilities, using Power BI measures and subclass filtering.

learn to calculate return on equity by dividing net profit by total shareholder's equity, create a ROE measure in Power BI, format as a percentage, and update the dashboard visual.

Compute interest cover in Power BI by dividing PBIT by interest expense. Define the interest expense measure with DAX using a SubClass filter and present the result in the P&L.

Clear a Power BI file by deleting unused sheets and saving a version. Organize visuals for current and quick ratios, return on capital employed, return on equity, and interest cover.

Learn to calculate the receivable days (receivables collection period) in Power BI using end-of-period balances, sales, and a 365-day formula via DAX measures for trade receivables.

Learn to compute payables days in Power BI using payables over cost of sales times 365, with robust measures defined at account and subclass levels for multi-level trade payables.

Learn to calculate inventory days in Power BI by dividing inventory value by cost of sales and multiplying by 365, ensuring positives, formatting, and visualizing turnover period on the dashboard.

Learn to set up ledgers in Power BI, link reports to GL entries with drill through, and use slicers and line charts to explore transactions by date and accounts.

Learn how to enable and use drill-through from Power BI reports to ledgers, configure cross-report drill-through fields, and filter ledger data to view detailed transactions and double-entry views.

Explore building a flexible trial balance in Power BI from the general ledger, detailing class to subaccount levels, with slicers for country and year and P&L versus balance sheet considerations.

Learn to build a DAX measure for trial balance values, calculating FTP for P&L and TTD for the balance sheet using COALESCE, with chart of accounts validation.

Fix and validate balances in Power BI by correcting DAX measures and removing tbl_calendar_date.date references, aligning min and max dates for accurate balance and P&L.

Slice and distribute the trial balance by country and year in Power BI, enabling monthly, quarterly, and yearly reporting with calendar-driven date precision and ready export to Excel.