English | MP4 | AVC 1280×720 | AAC 44KHz 2ch | 4h 42m | 2.49 GB
Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way
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.
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. No other advance preparation needed to take this course.
What you get with the course
- More than 4 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
What you’ll learn
- Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way.
- 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
Table of Contents
Data Model and Review
1 Introduction
2 Power BI model and raw data review
Financial reporting data setup and modelling
3 Planning your Data Model
4 Bringing Data in Your Model
5 Query editor clean ups and transformations
6 Financial reporting data structure tips
7 Developing your data model & creating the right relationships
8 Integrating tables together
9 Organizing your model well
10 Creating the first DAX formulas for your model
Income Statements
11 Initial DAX calculations
12 Dealing with +ve-ve numbers
13 Creating rollup subtotals calculations
14 Embedding financial template design into report page
15 Overlay main DAX formula combination to template design
16 Options for template designs and visuals
17 Time comparison calculations
18 Other template calculation possibilities
Balance Sheets
19 Managing data at different granularities
20 Calculating subtotal amounts
21 Using SWITCHTRUE logic for template design
22 Dealing with unique table designs and summary calculations
23 Creating summary table of key financial ratios
Cash Flow Statement
24 Creating initial DAX functions for report breakdown
25 Calculating the correct summary totals
26 Utilizing SWITCHTRUE formula techniques
27 Breaking out key summary lines into new tables
28 Creating visuals when dealing with -ve numbers
Aged Trial Balance
29 Reviewing receivable reconciliations
30 Modelling considerations
31 Initial DAX formula requirements
32 Advanced dynamic grouping modelling and formula techniques
33 Visualization options
Financial Details
34 Dynamic visualization techniques
35 DAX formula implementation
Revenue Insights
36 Bring it all together showcasing key revenue insights
37 Unique DAX formula combinations
38 Ranking formula techniques
39 Simple visualization tips
Report Design and App Navigation
40 Colour palette & best practice visualization techniques
41 Creating a report navigation using unique icons and bookmarks
42 Course wrap up and last tips
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