Financial Analysis in Power BI

Course Description

This course will teach you basic and intermediate finance skills and how to apply them in Power BI dashboards.

Learn the Fundamentals of Financial Analysis in Power BI

You’ll start by reviewing some basic financial terms and calculations, as well as exploring dashboarding. As you progress, you’ll learn how to use artificial intelligence to create insightful visualizations and financial forecasts.

You’ll also learn how to use what-if parameters in scenarios and sensitivity analysis with financial data. You will explore the concept of the time value of money and its importance in financial analysis, as well as capital budgeting tools to make investment decisions that you can take with you both in your personal and professional life.

Gain the Skills to Perform Your Own Financial Analyses

By the end of this course, you will be confident in your financial skills and especially in your ability to create meaningful financial analyses and visualizations within Power BI. You’ll have the skills to use Power BI to analyze your own data sets.

What You’ll Learn

Financial Dashboards

In this chapter, you will learn basic financial concepts and apply them to creating dashboards. You will also learn how to use artificial intelligence in Power BI.

Time Value of Money

In this chapter, you will learn how to analyze investments over time with future and present value.

What If

Here, you’ll learn how to use “What If” parameters to create a scenario and use sensitivity analysis and forecasts.

Capital Budgeting

In the final chapter, you’ll learn why capital budgeting is an important job for financial analysts. You will learn how to apply time value of money concepts to make business decisions, all while working to create a beautiful dashboard.