Power BI Financial Reporting & Financial Analysis: A to Z

The Ultimate Hands-On Microsoft Power BI & DAX Financial Statements, Reporting, Analytics, Visualization, & BI Course.

4.56 (921 reviews)
Udemy
platform
English
language
Data & Analytics
category
6,084
students
13 hours
content
Oct 2023
last update
$74.99
regular price

What you will learn

Power BI fundamentals like Data Import, Data Modelling, Analysis, and Visualization

Prepare Financial Statements: Profit & Loss Statement (Income Statement), Balance Sheet, Cash Flow Statement, & The Statement of Changes in Equity

Calculate Ratios & Analyze Financial Data to assess Business Performance in terms of Profitability, Liquidity, Risk Management, & Operational Efficiency

Visualize and Cross-Visualize Financial Data with a variety of Power BI Charts and Graphs

Prepare Beautiful & Dynamic Financial Reporting & Analytics Dashboards

Filter and Cross-Filter Power BI Reports Charts and Dashboards

Description

To prepare Financial Statements and Analyze Financial Data, a powerful Business Intelligence Software like Power BI is the number 1 choice of professionals and organizations. But with the extra ordinary capability that Power BI offers, there comes some complexity and one needs expert training to be able to prepare Financial Reports and Analytics.

This is exactly what is course is all about! Starting with no Power BI background, you will master using this amazing program to  prepare all the Financial Reports and Analytics that you need. You will learn:

  • Fundamentals, like importing data, modelling data, analyzing and visualizing data in Power BI

  • Preparing Financial Statements: Profit and Loss Statement (Income Statement), Balance Sheet, Cash Flow Statement

  • Calculating key Financial Ratios to analyze Profitability, Liquidity, Financial Risk, and Operational Business Efficiency

  • Preparing Beautiful and Dynamic Financial Dashboards

Power BI is the tool used by the top organizations for reporting and analysis. Having this on your resume, and to that too with a very specific financial application, would clearly take you an extra mile.


"This is a very well thought out course. I learned a great deal: this is even after earning my DA-100 certification last year. The instructor is very responsive to student questions. I highly recommend this course."


If you have basic knowledge of Financial Statements, you are ready to jump in! No previous knowledge of Power BI or any other technical knowledge is required. However, you will need to have a windows computer as Power BI desktop is not available for Mac.

Learn from a UK qualified Chartered Accountant with 12 years of experience in Accounting, Reporting and Business Intelligence systems.

And finally, there is Nothing to lose! If you will not be satisfied with the course, you will have the option to avail full refund within 30 days of the purchase.

Content

Getting started

Course data files
Understanding data
Getting data into Power BI

Getting ready for P&L Preparation - Analyzing Sales

Calculating Sales
Formatting Matrix for better visibility
Analyzing Sales by Quarter and Month - Drilling up and drilling down the data
Visualizing Sales trends with Charts
Visualizing data by Country - Adding Slicers

Preparing and Analyzing P&L

Preparing P&L
Calculating Gross Profit, EBITDA, Operating Profit, PBIT, & Net Profit
Using Card to visualize numbers
Using KPI to visualize numbers
Using date slicer
Adding basic chart visuals for P&L analysis
Country comparison - P&L values
Section Power BI file
Moving forward - DAX!

Introduction to DAX and P&L Analysis redo with DAX

Introduction to DAX
DAX - Sum for the period
DAX Notes 1 - Sum function
Calculate function to apply filters - Calculating Gross Profit
DAX Notes 2 - Calculate function
Optional Homework - Calculate Net Profit
Calculating Net Profit
Calculate with multiple conditions - Calculating Operating Profit
DAX Notes 3 - Calculate function with OR conditions
DAX Notes 4 - Calculate function with AND conditions
Alternative way to calculate Operating Profit with DAX
Homework - calculate EBITDA and PBIT
EBITDA
PBIT
Sales, GP, & NP visulization
Adding small multiples in chart
Marketing to Sales relationship visualization
Calculating Gross Profit Margin and Net Profit Margin

Preparing DAX for the Next Level

Calculating Minimum & Maximum Date
Calculating Minimum Date Across the Data - Override Column filters

Preparation of Balance Sheet

Preparing the Balance Sheet
Removing visual level filter from the Balance Sheet
Visualizing data with Donut Charts
Visualizing data with Treemap
Current Ratio
Quick Ratio or Acid Test Ratio
Gearing Ratio
Coming next!

More Financial Ratios

Asset turnover
ROCE - Return on Capital Employed
ROE - Return on Equity
Interest Cover
Let's clean our file
Receivables Collection Period
Payables Payment Period
Inventory turnover period

Making Ledgers and Enabling Drill-through

Making Ledgers
Enabling Drill-through from Reports to Ledgers

Trial Balance

Making Trial Balance Structure
Measure to calculate Trial Balance Value
Fixing the problem and calculating the correct balance

Cash flow Statement

Revising the Cash flow Statement in indirect method

Screenshots

Power BI Financial Reporting & Financial Analysis: A to Z - Screenshot_01Power BI Financial Reporting & Financial Analysis: A to Z - Screenshot_02Power BI Financial Reporting & Financial Analysis: A to Z - Screenshot_03Power BI Financial Reporting & Financial Analysis: A to Z - Screenshot_04

Reviews

Absar
October 5, 2023
The course is very beneficial for every finance professional who wants to make financial reports using Power BI.
Anas
August 23, 2023
Awesome! Mr. Irfan has explained the data uploading process in detail. I loved how he is taking a step-by-step approach making it very easy to implement.
Trịnh
August 15, 2023
I've learning for 3 hours and this is so much easy to understand and I will try to follow all the videos to complete this course.
Santiago
August 11, 2023
Excellent, this is an specific course that I' ve been searching, also the teacher explains a nice way.
Khurram
June 21, 2023
I completed the Power BI financial reporting course and must say it is absolutely fantastic! The instructor's expertise and teaching style was exceptional. He had a deep understanding of the subject matter and was able to explain complex concepts in a clear and concise manner. The course content was well-structured and covered everything I needed to know about financial reporting using Power BI. I appreciated how the instructor broke down the course into easily digestible sections, making it easy to follow along and retain the information. Overall, I highly recommend this course to anyone looking to master financial reporting with Power BI. The instructor's knowledge, teaching style, and dedication make it an outstanding learning experience. Thank you for creating such a valuable course!
Ankita
June 10, 2023
There was an unnecessary accent which made it difficult to understand the steps, also the instructor sounded very tired and was trying to speak out things in one breathe.
ADRIAN
June 8, 2023
Nice learning to have a basic knowledge starting from 0. Professor is good explaining and you don´t get lost following him. I recommend it if you want to have a try on Power BI and have some general understanding
Michael
April 26, 2023
Everything in this course, is exactly what I need to apply Power BI for my job in corporate finance. Any more complex content, would be overwhelming at this point.
Andrew
April 11, 2023
This course was really useful for teaching me accounting principles. It was useful to know how to calculate the various figures. Irfan presented the information in a clear and understandable manner, so the course was easy to follow.
José
April 7, 2023
Interesante y aplicativo las enseñanzas de este curso, todo está muy bien explicado y se entiende claramente. El instructor demuestra que conoce el tema a desarrollar. Estoy muy satisfecho con el contenido de este curso.
Adewunmi
March 10, 2023
This is a very good course. I would have honestly rated it five star but I am an advance user and I feel BI is majorly designed for KPIs and graphical presentation as against the creation of P and L, Balance sheet etc. The ERP should be used for financial reporting While BI will be used for deeper analysis and business evaluation.
Michael
December 12, 2022
Overall, shows the basics of Power BI. Felt that using the Power BI user interface is a more efficient way to change the data set, furthermore, changing the data format should have been in the transform section, instead of just "loading".
Vitchanath
November 22, 2022
I find this course very helpful. The tutor has planed the steps very thoughtfully. I didn't have any problem following his instructions. I enjoy learning from the VDOs as I can pause it any time when I need more time to internalize some topic or rewind to the step that I am still not sure about. This way I can learn more efficiently. Thank you for offering this course.
Preeti
November 14, 2022
This course is very useful for finance person as it takes care of integrities which are faced during processing data with power BI. We are so used to working in excel and it is difficult to come out of that shell. This course helps in broaden the horizon and shows possibilities with power BI
Karishma
October 24, 2022
This course gave me hands-on experience on how to build Financial Statements and analyze key ratios with Power BI. It also introduced me to the basics of DAX.

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10/29/202195% OFF
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10/31/202190% OFF
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3405628
udemy ID
8/9/2020
course created date
10/21/2021
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