Udemy

Power BI Financial Reporting & Financial Analysis: A to Z

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  • 12,244 Students
  • Updated 5/2024
4.5
(2,097 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
13 Hour(s) 41 Minute(s)
Language
English
Taught by
Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping
Rating
4.5
(2,097 Ratings)

Course Overview

Power BI Financial Reporting & Financial Analysis: A to Z

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

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.

Course Content

  • 10 section(s)
  • 113 lecture(s)
  • Section 1 Getting started
  • Section 2 Getting ready for P&L Preparation - Analyzing Sales
  • Section 3 Preparing and Analyzing P&L
  • Section 4 Introduction to DAX and P&L Analysis redo with DAX
  • Section 5 Preparing DAX for the Next Level
  • Section 6 Preparation of Balance Sheet
  • Section 7 Miscellaneous Break - Defining a fool proof sorting on P&L & Balance Sheet
  • Section 8 More Financial Ratios
  • Section 9 Making Ledgers and Enabling Drill-through
  • Section 10 Trial Balance

What You’ll 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


Reviews

  • s
    surbhi samadhiya
    2.5

    An easy way for beginners should also be available

  • D
    Dinakar Pannur
    5.0

    Excellent! I have gained significant knowledge, which proves to be highly valuable in my role as Finance Controller.

  • A
    Aditya Jutti
    4.5

    Instructor instructed everything nicely, only suggestion would be if he could stress a bit more on the logic behind functions used in DAX but still satisfied with this course.

  • H
    Henrique Goldmann
    1.0

    Could be better. I finish the course feeling like I need another course to teach me how to build good power BI dashboards.

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