Power BI for Financial Analytics

• Import and transform financial data in Power BI.
• Build data models for financial analysis.
• Create DAX measures for financial calculations.
• Prepare Profit & Loss statements.
• Prepare Balance Sheet reports.
• Prepare Cash Flow reports.
• Analyze financial performance using KPIs and ratios.
• Perform profitability and liquidity analysis.
• Perform Actual vs Budget and variance analysis.
• Analyze financial data over time.
• Create interactive financial dashboards.
• Use filters, slicers, drill-downs, and interactive visuals.
• Present financial information through Power BI reports.
• Apply Power BI and DAX to practical financial reporting scenarios.

Module 1: Introduction to Power BI for Financial Analytics

• Introduction to Power BI
• Power BI Desktop and Power BI Service
• Power BI interface and navigation
• Importing financial data
• Understanding financial datasets
• Working with Excel financial data
• Connecting multiple data sources
• Overview of financial reporting with Power BI

Module 2: Financial Data Preparation and Transformation

• Import financial data into Power BI
• Power Query fundamentals
• Cleaning financial data
• Transforming financial datasets
• Changing data types
• Removing errors and unwanted data
• Combining multiple financial tables
• Preparing General Ledger data
• Preparing Chart of Accounts data
• Preparing Calendar and financial dimension tables

Module 3: Financial Data Modeling

• Financial data-modeling concepts
• Fact and dimension tables
• Creating relationships
• Building a financial data model
• Chart of Accounts structure
• Calendar tables
• Snowflake schema
• Financial hierarchies
• Account and category dimensions
• Data-model best practices

Module 4: DAX for Financial Analysis

• Introduction to DAX
• Measures and calculated columns
• Basic DAX calculations
• Aggregation functions
• CALCULATE
• Filter context
• Row context
• Variables
• Table functions
• Financial calculations using DAX
• Staging DAX measures
• Creating dynamic financial measures

Module 5: Profit & Loss Statement Analysis

• Understanding the Profit & Loss Statement
• Importing P&L data
• Creating P&L data models
• Sales Revenue
• Cost of Sales
• Gross Profit
• Operating Expenses
• EBITDA
• Operating Profit
• PBIT
• Net Profit
• P&L subtotals
• P&L hierarchy
• P&L visualization
• Drill-down analysis

Module 6: Balance Sheet Analysis

• Understanding Balance Sheet structure
• Assets
• Liabilities
• Equity
• Current assets
• Non-current assets
• Current liabilities
• Long-term liabilities
• Equity analysis
• Balance Sheet visualization
• Financial position analysis

Module 7: Cash Flow Analysis

• Understanding Cash Flow Statements
• Operating activities
• Investing activities
• Financing activities
• Cash flow analysis
• Free Cash Flow
• Cash flow trends
• Cash flow dashboards
• DAX calculations for cash flow reporting

Module 8: Financial Ratios and Performance Analysis

• Financial ratio analysis
• Profitability ratios
• Gross Profit Margin
• Net Profit Margin
• Liquidity ratios
• Current Ratio
• Quick Ratio
• Financial risk analysis
• Debt-related metrics
• Operational efficiency
• Return on Investment
• Return on Capital Employed
• Ratio visualization

Module 9: Time Intelligence for Financial Analytics

• Date and time intelligence
• Financial year analysis
• Month and quarter analysis
• Year-to-date calculations
• Month-to-date calculations
• Previous-period analysis
• Year-over-year analysis
• Period comparisons
• Financial trends
• Growth analysis

Module 10: Budget, Forecast and Variance Analysis

• Actual vs Budget
• Actual vs Forecast
• Actual vs Previous Year
• Variance calculations
• Percentage variance
• Favorable and unfavorable variance
• Financial performance comparison
• Budget monitoring
• Forecast analysis
• Management reporting

Module 11: Financial Dashboards and Visualization

• Financial KPI cards
• Financial charts
• Matrix visuals
• Tables
• Line charts
• Bar and column charts
• KPI visuals
• Slicers
• Filters
• Drill-down
• Drill-through
• Cross-filtering
• Interactive financial dashboards
• Executive financial reporting

Module 12: Financial Reporting and Management Dashboards

• Designing management reports
• Executive financial dashboards
• Financial KPI reporting
• P&L dashboard
• Balance Sheet dashboard
• Cash Flow dashboard
• Financial performance dashboard
• Country and business-unit comparison
• Interactive reporting
• Financial insights and storytelling
• Publishing and sharing Power BI reports

5 Days

Course Completion Certificate by Network Binary

• Import financial data from Excel into Power BI.
• Transform General Ledger and Chart of Accounts data using Power Query.
• Build a financial data model.
• Create relationships between financial tables.
• Create a financial Calendar table.
• Build a Chart of Accounts hierarchy.
• Create DAX measures for financial reporting.
• Build a Profit & Loss statement.
• Calculate Gross Profit, EBITDA, Operating Profit, PBIT, and Net Profit.
• Build a Balance Sheet report.
• Build a Cash Flow Statement.
• Create financial KPI cards.
• Calculate profitability ratios.
• Calculate liquidity ratios.
• Analyze financial risk and operational efficiency.
• Create Year-to-Date and prior-period calculations.
• Build Actual vs Budget analysis.
• Build Actual vs Forecast analysis.
• Create variance reports.
• Create financial trend dashboards.
• Build an executive financial dashboard.
• Apply slicers, filters, drill-down, and cross-filtering.
• Complete a financial statement reporting case study.

• Finance Managers
• Financial Controllers
• Finance Directors
• Accountants
• Bookkeepers
• Financial Analysts
• FP&A professionals
• Business intelligence professionals working with finance teams
• Finance and accounting students
• Professionals involved in financial reporting and analysis

No prerequisites