Udemy

Power BI Standard Financial Reporting & Analysis - in Excel

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  • 3,814 Students
  • Updated 8/2025
4.4
(347 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
10 Hour(s) 46 Minute(s)
Language
English
Taught by
Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping
Rating
4.4
(347 Ratings)
2 views

Course Overview

Power BI Standard Financial Reporting & Analysis - in Excel

Turn Excel into a Powerful BI Tool — Master Financial Reporting & Financial Analytics at Power BI Standards

Turn Excel into Your Power BI for Financial Reporting & Analysis!


Why stop at basic spreadsheets when Excel can deliver Power BI–level insights? In this masterclass, you’ll learn how to build interactive, automated, and visually stunning financial reports — all inside Excel.


Using Power Query, Power Pivot, and DAX — the same engine that powers BI platforms — you’ll transform raw data into meaningful dashboards, KPIs, and financial statements that update at the click of a button.


You’ll master:


  • Automated Financial Statements — Income, Balance Sheet, Cash Flow, and more.

  • Dynamic Analysis with DAX — KPIs, ratios, and calculations that adapt to filters and slicers.

  • Interactive Dashboards — Visuals that tell a financial story and drive better decisions.


Perfect for finance professionals, accountants, analysts, entrepreneurs, and students, this course blends the power of BI with the familiarity of Excel, giving you the skills to work faster, smarter, and with greater impact.


By the end, you won’t just “use Excel” — you’ll run it like a Business Intelligence powerhouse.


Who Should Enroll?


  • Financial Analysts: Enhance analytical skills and become invaluable to your organization.

  • Accountants: Elevate reporting capabilities and streamline processes.

  • Business Analysts: Gain a competitive edge with expertise in data-driven decision-making.

  • Entrepreneurs: Make informed decisions to drive business growth.

  • Students: Build a strong foundation for a career in finance, accounting, or business analysis.


Why Choose This Masterclass?


  • Practical Focus: Apply real-world scenarios and practical applications immediately.

  • Expert Instructor: Learn from professional who excel in financial analysis and data-driven decision-making.

  • Hands-On Learning: Engage in exercises, projects, and case studies reflecting real-life situations.

  • Lifetime Access: Enjoy unlimited access to course materials, updates, and a community of learners.

  • Certification: Receive certification upon completion, demonstrating your proficiency in Accounting Analytics and Financial Business Intelligence with Excel.

Course Content

  • 10 section(s)
  • 94 lecture(s)
  • Section 1 Getting started
  • Section 2 Preparation of Profit & Loss Statement
  • Section 3 Getting started with DAX
  • Section 4 Introduction to next level DAX
  • Section 5 Preparation of Balance Sheet
  • Section 6 Working Capital Ratios
  • Section 7 Trial Balance | Drill down | Account Transactions or Ledgers
  • Section 8 Preparing the Cash Flow Statement
  • Section 9 Statement of Changes in Equity
  • Section 10 Basic Dashboard for cross-country comparison

What You’ll Learn

  • Financial Reporting
  • Dynamic Profit & Loss Statement aka Income Statement
  • Dynamic Balance Sheet
  • Dynamic Cash Flow Statement
  • Dynamic Statement of Changes in Equity
  • Dynamic Financial Ratios and Financial Analysis
  • Dynamic Visualizations and Dashboards
  • All the Power Pivot & DAX needed
  • Dynamic Horizontal Analysis
  • Dynamic Vertical Analysis


Reviews

  • F
    Ferdous Helali
    1.0

    till now its basic

  • W
    Walaa Almohiemeed
    5.0

    Very helpful and informative, highly recommended

  • M
    Maria Gavrikova
    4.0

    Very useful course, I think I will improve my models for reporting significantly thanks to my new knowledge.

  • A
    Ahmad Soboh
    5.0

    Very useful course

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