Mô tả

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.

Bạn sẽ học được gì

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

Yêu cầu

  • 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.

Nội dung khoá học

13 sections

Data Model and Review

9 lectures
Learning Tips From Enterprise DNA
01:33
Microsoft Power BI user-interface updates to be aware of
00:53
Resource Pack
00:04
Course Overview - Let's get started!
00:34
Numbers into Stories: Power BI Facts
00:34
Introduction
03:01
Power BI model and raw data review
08:23
Data Model and Review
00:56
Data Model and Review - Quiz
3 questions

Financial reporting data setup and modelling

13 lectures
Behind the Scenes of Financial Reporting
00:28
Data Model Planning
08:09
Importing Data into Your Model
06:25
Transforming Data with the Query Editor
11:56
Best Practices for Structuring Financial Reporting Data
07:53
Constructing an Effective Data Model & Establishing Correct Relationships
11:03
Mastering the Integration of Multiple Tables
13:47
Effective Organization of Your Data Model
07:26
Constructing Your Model's First DAX Formulas
13:41
10 Quick Tips for Effective Power BI Data Modeling
00:31
Financial reporting data setup and modelling - Review
00:59
Financial reporting data setup and modelling - Quiz
5 questions
Your Feedback Matters!
00:40

Income Statements

12 lectures
Income Statements Uncovered: Facts
00:25
Exploring Initial DAX Calculations
04:05
Dealing with +ve/-ve numbers
05:26
Creating rollup subtotals calculations
10:04
Incorporating Financial Template Design into Report Pages
04:22
Overlaying Main DAX Formula Combinations onto Template Designs
07:32
Exploring Options for Template Designs and Visuals
04:14
Performing Time Comparison Calculations
08:03
Other template calculation possibilities
06:40
Key Insights for Power BI Reporting
00:34
Income Statements - Review
01:03
Income Statements - Quiz
5 questions

Balance Sheets

9 lectures
Balance Sheets with Power BI: Quick Facts
00:25
Managing Data at Various Granularities
04:18
Computing Subtotal Amounts
06:22
Leveraging SWITCH/TRUE Logic for Template Design
05:46
Handling Unique Table Designs and Summary Calculations
03:37
Building a Summary Table of Key Financial Ratios
03:40
Balance Sheets - Review
00:59
Balance Sheets - Quiz
3 questions
Financial Reporting: From Balance Sheets to Key Ratios
00:32

Cash Flow Statement

9 lectures
Cash Flow Statements in Power BI: Did You Know?
00:29
Initiating DAX Functions for Report Breakdown
03:48
Calculating Accurate Summary Totals
05:46
Applying SWITCH/TRUE Formula Techniques
06:34
Breaking Down Key Summary Lines into New Tables
02:59
Creating visuals when dealing with -ve numbers
03:32
Cash Flow Statement - Review
01:12
Cash Flow Statement - Quiz
5 questions
Cash Flow Statements: DAX Techniques and Visual Strategies
00:21

Aged Trial Balance

9 lectures
Aged Trial Balance: General Facts Uncovered
00:28
Reviewing Receivables Reconciliation
04:29
Considerations for Modelling
04:50
Setting Up Initial DAX Formula Requirements
12:11
Advanced Dynamic Grouping Modeling and Formula Techniques
11:17
Exploring Visualization Options
05:13
Aged Trial Balance - Review
01:01
Aged Trial Balance - Quiz
5 questions
Mastering Aged Trial Balance in Power BI
00:33

Financial Details

6 lectures
Beyond just the Details
00:26
Harnessing Dynamic Visualization Techniques
09:21
Implementing DAX Formulas
05:26
Financial Details Review
00:29
Financial Details - Quiz
5 questions
Harnessing Power BI: Dynamic Visuals and DAX
00:18

Revenue Insights

8 lectures
Facts: A Deeper Dive into Growth and Trends
00:27
Bringing It All Together: Showcasing Key Revenue Insights
05:09
Experimenting with Unique DAX Formula Combinations
05:42
Mastering Ranking Formula Techniques
04:33
Essential Visualization Tips
04:20
Revenue Insights - Review
00:55
Revenue Insights - Quiz
5 questions
Insights in Power BI: From DAX Formulas to Visuals
00:23

Report Design and App Navigation

7 lectures
Report Design in Power BI: Did You Know?
00:25
Creating a Captivating Color Palette: Best Practice Visualization Techniques
10:29
Creating a User-Friendly Report Navigation Using Unique Icons and Bookmarks
06:20
Course Wrap-Up: Final Tips and Techniques
04:32
Report Design and App Navigation - Review
00:41
Report Design and App Navigation - Quiz
5 questions
Enhancing Power BI Reports: Color Palettes, Icons, and User Navigation
00:22

Financial Modelling In The Banking Industry

13 lectures
Must Read: Additional Content
00:20
Financial Analysis in the Banking Industry Facts
00:23
Introduction to Financial Statement Modelling for Banks
07:29
Deep Dive into Bank Financial Statements and Scenario Modelling
04:43
Data Ingestion and Structuring for Bank Financial Modelling
06:52
Advanced Measure Creation using Tabular Editor in Power BI
10:06
Scripting and Visualizing Financial Measures in Power BI
09:02
Creating Financial Ratios and Benchmarking in Power BI
05:18
Scenario Modeling with What-If Parameters in Power BI
06:27
Conclusion: Comprehensive Financial Modeling Recap
03:44
Financial Modelling In The Banking Industry - Review
00:47
Financial Modelling In The Banking Industry - Quiz
5 questions
Insights & Tips on Financial Modeling in Banking
00:34

Financial Reporting Automation

10 lectures
Must Read: Additional Content
00:19
Resource
00:00
Facts on Financial Reporting
00:17
Data Aggregation and Organization
09:58
Working with the Expense Table
11:23
Templating and Recognizing Values
02:28
Financial Reporting Tips and Techniques
07:05
Financial Reporting Automation - Review
00:38
Financial Reporting Automation - Quiz
5 questions
Maximizing Financial Reporting Automation: Key Insights & Tips
00:29

Course Assignment - Financial Reporting in Power BI

2 lectures
Financial Analysis Dashboard Creation
5 questions
Sample Dataset
00:00

Additional Resources - Complimentary guides for your data career

2 lectures
2023 Data Career Guide - Enterprise DNA
00:18
Congratulations and Next Steps
01:14

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