Financial Reporting with Power BI

Categories: Finance, Power BI
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About Course

Financial Reporting with Power BI 📈📊📉

 

Elevate your finance career by mastering the power of data with our comprehensive course, Financial Reporting with Power BI. Designed specifically for finance professionals, this course equips you with the essential tools and advanced techniques to transform complex financial data into actionable insights.

 

Throughout the course, you’ll begin with the fundamentals of Power BI Desktop—learning how to navigate its interface, optimize settings, and establish a smooth workflow. You will then dive into Power Query to understand data connections, perform transformations, and prepare your datasets for robust analysis.

 

As you progress, the course guides you through the intricacies of data modeling, teaching you how to structure data using normalization, create fact and dimension tables, and implement relationships that mirror your financial systems. Leveraging the power of DAX, you’ll develop calculated columns and measures that enable you to perform advanced computations, time intelligence analysis, and dynamic visualizations.

 

This course is not just about building reports; it’s about automating critical financial processes. You’ll learn to streamline month-end closing activities, bifurcate annual budgets to a daily level, and ensure precise, apple-to-apple comparisons in your financial statements. Additionally, the curriculum covers the creation of sophisticated dashboard from customer ageing analysis to dynamic cash flow management and profitability ratios—providing you with the tools to perform real-time financial performance analysis.

 

By the end of the program, you will be proficient in creating interactive, visually appealing reports and dashboards that facilitate strategic decision-making. Whether you’re looking to enhance your current reporting methods or drive innovation in your organization’s financial processes, this course offers practical, hands-on experience that will empower you to turn data into clear, compelling business narratives.

 

Discover how Financial Reporting with Power BI can transform your analytical skills, reduce manual reporting efforts, and position you as a forward-thinking finance professional ready to tackle today’s data-driven business challenges.

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What Will You Learn?

  • Master the Power BI Desktop environment, from installation to advanced interface workflows.
  • Transform raw data into insightful reports using Power Query for efficient data cleaning and transformation.
  • Build robust data models with normalization techniques, fact/dimension tables, and relationship management.
  • Develop advanced financial calculations using DAX, including calculated columns and measures.
  • Conduct time intelligence and comparative analysis for month-over-month, quarter-over-quarter, and year-over-year evaluations.
  • Automate key financial processes such as month-end closing and dynamic budget bifurcation.
  • Create interactive dashboards featuring advanced visualizations, what-if analysis, and field parameters.
  • Integrate and analyze complex financial statements including income statements, balance sheets, and cash flow reports.

Course Content

Introduction of Power BI Desktop

  • How Can Learning Power BI Help You in Your Career?
  • Downloading: Power BI Desktop
  • Adjusting Options and Settings
  • Power BI Desktop Interface & Workflow

Basics of Power Query

Data Modelling

Calculated Column with DAX

DAX Measure

Time Intelligence Analysis

DAX Variables, Functions & Enhanced Visualizations

What-if & Field Parameters in Business Analysis

Financial Reporting Automation with Power Query

Automation of Month-End Closing Activities using Power Query and M Language

Bifurcation of Annual Budget into Daily Level Budget using Power Query and M Language

Ensure Apple-to-Apple Comparison using DAX

Implement IBCS-Inspired Charts for Advanced Performance Analysis

Dynamic Customer Ageing Analysis using DAX and Date Modeling

Financial Liquidity using Daily Cash Flow Management Dashboard

Dynamic Profitability Ratio Analysis using DAX

Income Statement Analysis [Actual vs Budget vs Last Year]

Balance Sheet Analysis

Cash Flow Statement Analysis

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