Udemy

Microsoft Power BI for Financial Reporting

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  • 19,359 Students
  • Updated 1/2025
4.6
(2,530 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
6 Hour(s) 32 Minute(s)
Language
English
Taught by
Enterprise DNA, Sam McKay
Rating
4.6
(2,530 Ratings)

Course Overview

Microsoft Power BI for Financial Reporting

Master Microsoft Power BI to create incredible Power BI financial reports that represent key, actionable insights

Embark on a transformative learning journey with this comprehensive course on Microsoft Power BI for Financial Reporting. Dive into more than four hours of engaging content, where you'll be guided through the process of turning raw financial data into compelling, professional-grade reports.


The course aims to empower you with advanced modeling and DAX formula techniques, enabling you to solve any financial metric challenge. We will take you through unique methods of visualizing financial information, making complex data easier to understand and share. You'll learn to craft comprehensive financial reports, including income statements, balance sheets, cash flow statements, and aged trial balances, tailoring these to your team’s specific needs.


As part of the learning experience, you will discover how to implement dynamic visualizations to explore historical trends and future projections. The course provides techniques to enable dynamic drill-down features in your reports, uncovering key areas of insights for better decision-making.


We will also walk you through designing a seamless navigation page for your reporting application, enhancing user experience and efficiency. Furthermore, you will get the chance to layer various DAX techniques, creating robust 'analytical solutions' that impress and engage data consumers.


The course includes practical resources such as a demo data set for hands-on practice with DAX formula development and a demo model showcasing specific analytical techniques. This course is ideally suited for those who already have a good grasp of Power BI as a reporting and analytical tool, but no additional advance preparation is required.


Join us in this course and turn your financial data into a powerful strategic asset. Together, we will make data-driven decision-making not just achievable, but also exciting and impactful.

Course Content

  • 10 section(s)
  • 97 lecture(s)
  • Section 1 Data Model and Review
  • Section 2 Financial reporting data setup and modelling
  • Section 3 Income Statements
  • Section 4 Balance Sheets
  • Section 5 Cash Flow Statement
  • Section 6 Aged Trial Balance
  • Section 7 Financial Details
  • Section 8 Revenue Insights
  • Section 9 Report Design and App Navigation
  • Section 10 Financial Modelling In The Banking Industry

What You’ll Learn

  • Master the creation of comprehensive financial reports in Power BI, effectively representing key insights in a compelling and dynamic manner.
  • Acquire the ability to optimize and model financial reporting data for Power BI, enhancing its usability and interpretability.
  • Gain a deep understanding of the myriad visualization possibilities for financial metrics, opening doors to creative and impactful data presentations.
  • Discover how to strategically combine the correct DAX functions in your reports for optimal data analysis.
  • Understand and apply advanced DAX formula combinations to solve complex calculations, enhancing your problem-solving skills.
  • Develop the skill to produce detailed, fully automated financial reports, saving time and increasing productivity.
  • Learn how to manage data from multiple tables in one model and advanced DAX formula combinations for solving certain calculations


Reviews

  • A
    ACHYUT NIGAM ACHYUT NIGAM
    5.0

    yes it was a good match for me

  • A
    Armin Peters
    5.0

    Komplizierte Dinge einfach erklärt

  • L
    Luis Ediel Rizo Villanueva
    4.0

    Its my first evaluation of the course, once I'm done I'll update it (only have taken the course for 20 minutes).

  • M
    Manish Suthar
    4.0

    as a beginner, i am unable to understand and relate to the learning being taught in the class, so i am ending the course in middle

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