How to build a profit and loss statement in Power BI Desktop

Create a P&L in Power BI

4.40 (25 reviews)
Udemy
platform
English
language
Data & Analytics
category
instructor
172
students
2.5 hours
content
Mar 2024
last update
$54.99
regular price

What you will learn

You learn how to build a profit and loss statement in Power BI

You learn Power BI Tips and Tricks

You apply Power BI DAX

You can transfer this knowledge to your own financial projects

Description

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster decisions. Therefore they rely heavily on data. Data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are constantly searching for skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. This will be the key advantage to succeed in business.

MS Power BI is an andvanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!


The strength in Power BI lies in visualizing data in beautiful interactive charts. The finance industry and related departments however love to see tables.

And profit and loss statements are one use case where a table structure is certainly more common then fancy charts (even though it is also possible to show it more visually :) )

In this course we learn

How to build a P&L (Profit and Loss Statement) in Power BI

We apply a simple yet powerful and easy to follow step by step logic and you learn hands on how it is build.

This is done with the default tools we have without using any additional paid custom visuals!

Interested?

Then let's get started right here right now!





Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!

1. Power BI Masterclass - beginners to advanced

2. Microsoft Power BI Masterclass - Expand Excellence

3.Power BI Masterclass - DAX, Excel And More

4. The Power BI Masterclass - Additional Tips and Tricks

5. Power BI Desktop - Data Prep Challenges

6. Power BI Masterclass - DAX, R and Gateways

7. Power BI Masterclass - Python Finance and Advanced DAX

8. Power BI Masterclass - the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop


Content

How to build a profit and loss statement in Power BI Desktop (P&L in Power BI)

1 How to build a simple Profit and Loss Statement in Power BI Desktop
Download the course files here
3 Introducing our Template and Data
4 Datestable Datamodel and Formatting
5 Display the correct Profit and Loss Structure
6 Lets create our first Profit and Loss Measure in DAX
7 The SUPER DAX measure to map our Profit and Loss items
8 Practise mapping profit and loss items
9 Finishing mapping our profit and loss items correctly
10 Measure Formatting and other challenges and solutions
11 The profit and loss statement should look pretty
12 Profit and Loss prior period comparison made easy
You want to learn more?

Bonus

Trick Conditional Formating for Donut Chart in Power BI

Screenshots

How to build a profit and loss statement in Power BI Desktop - Screenshot_01How to build a profit and loss statement in Power BI Desktop - Screenshot_02How to build a profit and loss statement in Power BI Desktop - Screenshot_03How to build a profit and loss statement in Power BI Desktop - Screenshot_04

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Related Topics

4886742
udemy ID
9/17/2022
course created date
10/27/2022
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