Financial Reporting w/Power BI

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Certificate

Paid

Language

Level

Beginner

Last updated on March 28, 2025 1:06 pm

Learn how to create comprehensive financial reports in Power BI that showcase key insights in a dynamic and compelling way. This course covers advanced modeling techniques, visualization possibilities, and unique table templates for financial reporting. Gain skills in using DAX functions, managing data from multiple tables, and building robust data models. Impress your team or organization with high-quality, automated financial reports that provide compelling insights. Suitable for passionate learners, financial accountants, CPAs, financial analysts, and Excel users looking to upgrade their reporting skills.

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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 BIUnderstand the visualization possibilities for financial metricsImplement a unique table template technique for financial reportsLearn how to combine the correct DAX functions in your reportsLearn dynamic visualization techniques within your reportsLearn some advanced DAX formula combinations for solving certain calculationsUnderstand how to use the right relationships in your modelsProduce detailed financial reports that are completely automatedLearn how to manage data from multiple tables in one modelBuild a robust data model and report that showcases compelling insightsShow moreShow lessThe 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 consumersTestimonialsNormally, 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 BarnesIf 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 RamirezI 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 SWho this course is for:Passionate Learners and Power BI EnthusiastsFinancial accountants, CPAsFinancial analystsExcel users who want to upgrade their reporting

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    Financial Reporting w/Power BI
    Financial Reporting w/Power BI
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