Financial Reporting wPower BI

Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way
Financial Reporting wPower BI
File Size :
2.90 GB
Total length :
4h 42m



Enterprise DNA


Last update




Financial Reporting wPower 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

Financial Reporting wPower BI


Basic knowledge in Power BI and DAX
Financial reporting
Power BI account


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 courseMore than 4 hours of course videos1x demo data sets to practice DAX formula development1x demo model download showing specific analytical techniquesHere are the specifics for the courseLearn how to;Use advanced modelling and formula techniquesUse unique ideas to visualize financial reporting informationSolve for any financial metric you may need in your reportsDevelop a comprehensive financial reporting tool for your teamVisualize historic results in a dynamic wayDynamically drill into key areas of insights for better decision makingDesign a dynamic navigation page for your reporting appLayer many DAX techniques, discovering the key financial insights your requireDevelop end to end ‘analytical solutions’ that wow data consumersTestimonials”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


Section 1: Data Model and Review

Lecture 1 Resource Pack

Lecture 2 Introduction

Lecture 3 Power BI model and raw data review

Section 2: Financial reporting data setup and modelling

Lecture 4 Planning your Data Model

Lecture 5 Bringing Data in Your Model

Lecture 6 Query editor clean ups and transformations

Lecture 7 Financial reporting data structure tips

Lecture 8 Developing your data model & creating the right relationships

Lecture 9 Integrating tables together

Lecture 10 Organizing your model well

Lecture 11 Creating the first DAX formulas for your model

Section 3: Income Statements

Lecture 12 Initial DAX calculations

Lecture 13 Dealing with +ve/-ve numbers

Lecture 14 Creating rollup subtotals calculations

Lecture 15 Embedding financial template design into report page

Lecture 16 Overlay main DAX formula combination to template design

Lecture 17 Options for template designs and visuals

Lecture 18 Time comparison calculations

Lecture 19 Other template calculation possibilities

Section 4: Balance Sheets

Lecture 20 Managing data at different granularities

Lecture 21 Calculating subtotal amounts

Lecture 22 Using SWITCH/TRUE logic for template design

Lecture 23 Dealing with unique table designs and summary calculations

Lecture 24 Creating summary table of key financial ratios

Section 5: Cash Flow Statement

Lecture 25 Creating initial DAX functions for report breakdown

Lecture 26 Calculating the correct summary totals

Lecture 27 Utilizing SWITCH/TRUE formula techniques

Lecture 28 Breaking out key summary lines into new tables

Lecture 29 Creating visuals when dealing with -ve numbers

Section 6: Aged Trial Balance

Lecture 30 Reviewing receivable reconciliations

Lecture 31 Modelling considerations

Lecture 32 Initial DAX formula requirements

Lecture 33 Advanced dynamic grouping modelling and formula techniques

Lecture 34 Visualization options

Section 7: Financial Details

Lecture 35 Dynamic visualization techniques

Lecture 36 DAX formula implementation

Section 8: Revenue Insights

Lecture 37 Bring it all together showcasing key revenue insights

Lecture 38 Unique DAX formula combinations

Lecture 39 Ranking formula techniques

Lecture 40 Simple visualization tips

Section 9: Report Design and App Navigation

Lecture 41 Colour palette & best practice visualization techniques

Lecture 42 Creating a report navigation using unique icons and bookmarks

Lecture 43 Course wrap up and last tips

Passionate Learners and Power BI Enthusiasts,Financial accountants, CPAs,Financial analysts,Excel users who want to upgrade their reporting

Course Information:

Udemy | English | 4h 42m | 2.90 GB
Created by: Enterprise DNA

You Can See More Courses in the Business >> Greetings from

New Courses

Scroll to Top