Financial Analysis in Power BI
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Build Power BI finance dashboards with KPIs, what-if forecasts, present and future value, and NPV, IRR and payback for choosing investments.
Financial analysis in Power BI joins basic and intermediate finance calculations to dashboards. You set up KPI visuals for net income and profit margin, let built-in AI visuals point to what drives a result, run what-if scenarios and sensitivity tables on revenue, and apply present value, future value, net present value and internal rate of return to savings, acquisition and investment choices.
What You Will Achieve
- Turn net income and profit margin figures into KPI and gauge visuals on a Power BI dashboard
- Forecast revenue in Power BI and show how far the result shifts as key inputs change
- Plan savings and value an acquisition by compounding or discounting amounts over time
- Rank mutually exclusive investment projects and back the choice with a capital budgeting dashboard
Program Overview
Financial Dashboards and AI Visualizations
Basic finance measures become dashboard KPIs, and Power BI’s AI visuals help explain what drives the numbers.
- OKRs and KPIs in Power BI
- Gauge visuals for financial measures
- Decomposition trees and key influencers
- The Q&A visual
What-If Parameters and Sensitivity Analysis
Scenario work in Power BI, using what-if parameters to forecast revenue and test how sensitive results are to each input.
- Revenue growth rates and straight-line forecasts
- Dependent and independent variables
- Sales and discount scenarios
- Sensitivity tables for revenue
Time Value of Money and Capital Budgeting
Present and future value calculations built in Power BI, then used to appraise and compare investment projects in a final dashboard.
- Future value and FV forecasts
- Present value and PV annuities
- NPV profiles and the profitability index
- Internal rate of return and payback period
Certificate Awarded (Paid)
Complete the course to earn it.
Job Outlook
These skills apply in financial analysis and business intelligence work, wherever revenue forecasts, KPI reporting or investment appraisal are built into Power BI reports for managers and decision makers.
Good for: Finance and business intelligence staff who want KPI dashboards, revenue forecasts and investment appraisal built inside Power BI.
Keep in mind: The second half centers on finance calculations such as future and present value, annuities, NPV, IRR and payback, so expect calculation practice as much as dashboard design.
Bottom line: A finance course worked entirely in Power BI that ends with ranking projects by NPV, IRR and payback period in one dashboard.
Frequently Asked Questions
What does artificial intelligence mean in this course?
The AI lessons use visuals that come with Power BI: decomposition trees that split a measure into its parts, the Q&A visual for asking questions of the data, and key influencers for spotting what drives a financial result.
Can the skills be used outside Power BI?
Every exercise is set in Power BI. The finance ideas behind them, such as revenue forecasting, sensitivity analysis, present and future value, and project appraisal, apply in other software as well.
How is revenue forecasting handled?
You calculate revenue growth rates, build a straight-line forecast, and then add what-if parameters so the forecast responds to changing assumptions. Sensitivity tables then show how revenue reacts to shifts in gross sales and in discount or premium levels.
Which investment measures does the capital budgeting chapter use?
It works with net present value and the profitability index, an NPV profile, internal rate of return and the payback period. These are used to choose between mutually exclusive projects, and the results are brought together in a finished dashboard.
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