Financial Reporting With Power BI

An outline of this training course

The course contains a number of real-world tips and techniques for financial reporting development work using Power BI. By using the unique ideas and concepts reviewed in detail throughout this course you will be able to produce high-quality reports that showcase financial information in a compelling way. Throughout all the modules you will walk through a detailed example, covering reporting elements such as income statements, balance sheets, cash flow statements, aged trial balances and more. 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

What you get with the course

• 5 hours of course videos
• 1x demo data set to practice DAX formula development
• 1x demo model download showing specific analytical techniques

Here are the specifics for the course

Learn how to:

• Use  advanced modeling 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
• 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 you require
• Develop end-to-end 'analytical solutions' that wow data consumers

Program Level

Advanced

Field(s) of Study

Computer Software & App

Instruction Delivery Method

QAS Self-study

CPE Credits Awarded

8 CPE Credits

***This course was last updated in August 2021

Enterprise DNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org