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Financial Reporting w/ Power BI

Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way. The course contains a number of real-world tips and techniques for financial reporting development work using Power BI.

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Financial Reporting w/ power BI, Financial Reporting With Power BI Course

Here's What You'll Get

With The Course

Over 3 hours of

video training

1x demo data sets to practice DAX formula development

1x demo model download showing specific analytical techniques

Financial Reporting w/ power BI

Create Comprehensive and Dynamic Financial Reports with Power BI

  • Produce high-quality reports that showcase financial information in a compelling way by using the unique ideas and concepts reviewed in detail throughout this course
  • 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

Details Of What You Will Learn

During This Course

  • Learn - how to optimize & model financial reporting data for Power BI
  • Understand - the visualization possibilities for financial metrics
  • Implement - a unique table template technique for financial reports
  • Learn - how to combine the correct DAX functions in your reports
  • Learn - dynamic visualization techniques within your reports
  • Learn - some advanced DAX formula combinations for solving certain calculations
  • Understand - how to use the right relationships in your models
  • Produce - detailed financial reports that are completely automated
  • Learn - how to manage data from multiple tables in one model
  • Build - a robust data model and report that showcases compelling insights
Financial Reporting w/ power BI

This Course Module is Tailored for:

Data Analysts

Reporting Managers

Excel Users

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. It is recommended to have completed the DAX Formula Patterns and Scenario Analysis Deep Dive modules. No other advance preparation needed to take this course.


Utilize the key features within Power BI

Financial Reporting w/ power BI
  • Use Advanced modelling and formula techniques
  • Use unique ideas to visualize financial reporting information
  • Solve for any financial metric you may need in your reports
  • Develop a comprehensive financial reporting tool for your team
  • Develop end to end 'analytical solutions' that wow data consumers
  • Visualize historic results in a dynamic way
  • Dynamically drill into key areas of insights for better decision making
  • Design a dynamic navigation page for your reporting app
  • Layer many DAX techniques, discovering the key financial insights your require

Course Curriculum

1. Introduction to the Course

  • How to get certified for this course?

2. Data and model review

  • Course Introduction
  • Power BI model and raw data review
  • Financial reporting resource pack

3. Financial reporting data setup and modelling

  • Planning your data model
  • Bringing data into your model
  • Query editor clean ups and transformations
  • Financial reporting data structure tips
  • Developing your data model & creating the right relationships
  • Integrating tables together
  • Organizing your model well
  • Creating the first DAX formulas for your model

4. Income Statements

  • Initial DAX calculations
  • Dealing with +ve/-ve numbers
  • Creating rollup subtotals calculations
  • Embedding financial template design into report page
  • Overlay main DAX formula combination to template design
  • Options for template designs and visuals
  • Time comparison calculations
  • Other template calculation possibilities
  • Review Questions
  • Review Questions Feedback

5. Balance Sheets

  • Managing data at different granularities
  • Calculating subtotal amounts
  • Using SWITCH/TRUE logic for template design
  • Dealing with unique table designs and summary calculations
  • Creating summary table of key financial ratios

6. Cash Flow Statement

  • Creating initial DAX functions for report breakdown
  • Calculating the correct summary totals
  • Utilizing SWITCH/TRUE formula techniques
  • Breaking out key summary lines into new tables
  • Creating visuals when dealing with -ve numbers

7. Aged Trial Balance

  • Reviewing receivable reconciliations
  • Modelling considerations
  • Initial DAX formula requirements
  • Advanced dynamic grouping modelling and formula techniques
  • Visualization options
  • Review Questions
  • Review Questions Feedback

8. Financial Details

  • Dynamic visualization techniques
  • DAX formula implementation

9. Revenue Insights

  • Bring it all together showcasing key revenue insights
  • Unique DAX formula combinations
  • Ranking formula techniques
  • Simple visualization tips

10. Report Design and App Navigation

  • Colour palette & best practice visualization techniques
  • Creating a report navigation using unique icons and bookmarks
  • Course wrap up and last tips
  • Review Questions
  • Review Questions Feedback

What our Students Say

Your Instructor

Sam McKay

Sam very early on saw the immense opportunity of using Power BI to create analytical solutions. After years of developing some advanced analysis and tools in excel, he was amazed that he could re-create most of those things in about 10% of the time with Power BI.

He is the founder and CEO at Enterprise DNA, a business intelligence training & consultancy business primarily focused on driving better decision making within organisations by empowering individuals and teams to transform raw data into unmatched insights using Microsoft's Power BI suite of tools.

Sam has a strong history in Finance, previously working at ANZ, PIMCO, and Fonterra. He is also a CFA charterholder, achieving the designation in 2011.

He has a passion for building highly scalable analytical solutions within organisations, and wants to see others learn how to do the same.

Frequently Asked Questions

  • How long do I have access to the course? You have access to this course as long as you have Enterprise DNA On-Demand Subscription.

  • Can I purchase a single course instead of the Enterprise DNA On-Demand? The option to purchase a single course has been discontinued. To access any of our courses, you will need to upgrade to full On-Demand Subscription here.
  • Do you offer one-off support or coaching? All support around Power BI and Enterprise DNA's online training content now occurs at the Enterprise DNA Forum. You must have an Enterprise DNA On-Demand Subscription or CoE access to receive support.

  • What if I need to train my team? We recommend exploring Enterprise DNA Center of Excellence platform. To learn more, see here.

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