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Financial Reporting w/ Power BI
Introduction
How to get certified for this course?
Data and model review
Course Introduction (3:01)
Power BI model and raw data review (8:23)
Financial reporting resource pack
Financial reporting data setup and modelling
Planning your data model (8:09)
Bringing data into your model (6:25)
Query editor clean ups and transformations (11:56)
Financial reporting data structure tips (7:53)
Developing your data model & creating the right relationships (11:03)
Integrating tables together (13:47)
Organizing your model well (7:26)
Creating the first DAX formulas for your model (13:41)
Income Statements
Initial DAX calculations (4:05)
Dealing with +ve/-ve numbers (5:26)
Creating rollup subtotals calculations (10:04)
Embedding financial template design into report page (4:22)
Overlay main DAX formula combination to template design (7:32)
Options for template designs and visuals (4:14)
Time comparison calculations (8:03)
Other template calculation possibilities (6:40)
Review Questions
Review Questions Feedback
Balance Sheets
Managing data at different granularities (4:18)
Calculating subtotal amounts (6:22)
Using SWITCH/TRUE logic for template design (5:46)
Dealing with unique table designs and summary calculations (3:37)
Creating summary table of key financial ratios (3:40)
Cash Flow Statement
Creating initial DAX functions for report breakdown (3:48)
Calculating the correct summary totals (5:46)
Utilizing SWITCH/TRUE formula techniques (6:34)
Breaking out key summary lines into new tables (2:59)
Creating visuals when dealing with -ve numbers (3:32)
Aged Trial Balance
Reviewing receivable reconciliations (4:29)
Modelling considerations (4:50)
Initial DAX formula requirements (12:11)
Advanced dynamic grouping modelling and formula techniques (11:16)
Visualization options (5:13)
Review Questions
Review Questions Feedback
Financial Details
Dynamic visualization techniques (9:21)
DAX formula implementation (5:26)
Revenue Insights
Bring it all together showcasing key revenue insights (5:09)
Unique DAX formula combinations (5:42)
Ranking formula techniques (4:33)
Simple visualization tips (4:20)
Report Design and App Navigation
Colour palette & best practice visualization techniques (10:29)
Creating a report navigation using unique icons and bookmarks (6:20)
Course wrap up and last tips (4:32)
Review Questions
Review Questions Feedback
Your Feedback
Course Survey
Certification
Certificate & Badge
Financial reporting resource pack
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