Financial Reporting w/ Power BI

Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way

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.


Number of Recommended CPE credits: 11.0

Field(s) of Study: Computer Software & App, Finance

Course Level: Advanced

Participants of this module should have an ample knowledge and skills in using Power BI as a reporting and analytical tool. This is a learner who is able to find solutions to data queries using the different functionalities of Power BI. It is recommended to have completed the DAX Formula Patterns and Scenario Analysis Deep Dive modules. No other advance preparation needed to take this course.

This course module is tailored to: Excel users, data analysts, reporting managers

Financial Reporting w/Power BI - is a QAS self study (Traditional) course. It can also be accessed through a purchase of an Enterprise DNA On-Demand or Center of Excellence License.

This course was last updated in August 2021.


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
  • 3 hours of course videos
  • 1x demo data sets 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 modelling 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 your require
  • Develop end to end 'analytical solutions' that wow data consumers


Check out the reporting solution you will learn how to create below (click to view)


Testimonials

For testimonials and to see how Enterprise DNA is helping thousands more Power BI users, check out the testimonial wall

For a list of all courses available through Enterprise DNA view here


"I've found DAX really hard, but it makes far more sense now. The explanations are clear and more simplified than I've read and watched elsewhere which is what I needed. The examples are great too." - Scott T. - Michigan   "I've been looking for resources like this everywhere but couldn't find any. So good to have these all in one place, with detailed explanations on how to build this myself. Seriously awesome stuff." - Renee M. - Melbourne   "I just started learning Power BI with the courses on this page and they are awesome and easy to follow and understand, even if English is not your origin language.." - Álvaro, Chile

Your Instructor


Sam McKay
Sam McKay

Sam very early on saw the immense opportunity of using Power BI to create analytical solutions. After years of developing some advanced analysis and tools in excel, he was amazed that he could re-create most of those things in about 10% of the time with Power BI.

He is the founder and CEO at Enterprise DNA, a business intelligence training & consultancy business primarily focused on driving better decision making within organisations by empowering individuals and teams to transform raw data into unmatched insights using Microsoft's Power BI suite of tools.

Sam has a strong history in Finance, previously working at ANZ, PIMCO, and Fonterra. He is also a CFA charterholder, achieving the designation in 2011.

He has a passion for building highly scalable analytical solutions within organisations, and wants to see others learn how to do the same.


Course Curriculum


  Introduction
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  Data and model review
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  Financial reporting data setup and modelling
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  Income Statements
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  Balance Sheets
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  Cash Flow Statement
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  Aged Trial Balance
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  Financial Details
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  Revenue Insights
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  Report Design and App Navigation
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  Your Feedback
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  Certification
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Frequently Asked Questions


How long do I have access to the course?
You will have access to the course for as long as your Enterprise DNA subscription or CoE license is active.
Can I purchase a single course instead of the full Enterprise DNA On-Demand?
The option to purchase a single course has been discontinued. To access any of our courses, you will need to upgrade to full subscription here.
Do you offer one-off support or coaching?
All support around Power BI and Enterprise DNA's online training content now occurs at the Enterprise DNA Forum. You must have an On-Demand subscription or CoE access to receive support.
What if I need to train my team?
We recommend exploring Enterprise DNA Center of Excellence platform. To learn more, see here.

Passionate about empowering users of Power BI

"My goal is to teach others that you have almost unlimited analytical power when harnessing all the features in Power BI.

Through training across a number of different mediums, I've reached over 100,000 Power BI users, showing them a range of tips and tricks in Power BI development.

I'm a true believer that Power BI is the future of analysis and know individuals with the right training can now create advanced analytics in a scalable way that can have a real impact in the way insights are found and consumed within organisations."

Sam McKay, CFA - Founder & CEO, Enterprise DNA

"Sam and EnterpriseDNA have taken my PowerBI to the next level. The courses are excellently well presented. Sam's extensive experience in building BI tools means the tutorials and webinars are always relevant and always hit the mark. Enterprise DNA is a 5* resource - I highly recommend."- David Nightingale, Johannesburg South Africa   "I came across Enterprise DNA through one of the free YouTube videos. After getting a lot of valuable info for free, I felt ready to dig deeper into PowerBi in general and DAX in particular, and the membership here certainly has given me good value for money therefore I highly recommend signing a membership." - Erik Jacobsen, Scandinavian   "I have been in the Analytics and Data Warehouse space for about 20 years and have been a serious advocate of Power BI from it’s inception. I am excited to become a member of this forum, having review as many of Sam’s vidoes as I could and have enefited significantly from his tutelage." - Brad - Canada