Power BI for Financial Reporting

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Enrolled:271

Level

Beginner
Duration

15 hours
Last Updated

April 19, 2025
Enrollment validity

Enrollment validity: 365 days
Certificate

Certificate of completion

About Course

Welcome to the Power BI for Financial Analysis course! Whether you're a novice seeking to establish a foundation or an experienced financial analyst aiming to elevate your skills, this all-encompassing course is tailored to empower you with the expertise needed to effectively employ Power BI for financial data analysis, reporting, and visualization within the realm of business and finance. Through a comprehensive, step-by-step approach, this course will guide you through fundamental concepts and advanced techniques, enabling you to proficiently harness the power of Power BI for financial insights.

Introduction to Power BI and Financial Analytics
Querying and Transforming Financial Data
Data Modeling for Financial Insights
Utilizing Data Analysis Expressions (DAX) for Financial Calculations
Creating Impactful Financial Visualizations
Building Financial Dashboards and Reports
Generating Powerful Financial Insights
Real-world Financial Analysis Scenarios
Integration with Data Analysis Toolkit
Culminate your learning journey by creating an end-to-end financial dashboard.

Course Curriculum

Introduction

Course Objectives

01:53
What is Power BI

01:51
Why you Should Learn Power BI

02:42
Fundamentals of Power BI

02:59
Power BI Architechture

03:25
Power BI vs Excel

03:05
Pillars of Power BI Solution

02:14
Downloading Power BI

01:52
Understanding the Interface and features of Power BI

14:36
DOWNLOAD COURSE MATERIAL !

Query and Transforming Data
This module includes files for the course.

Accompanying File – DOWNLOAD !
Overview of Query Editor

01:24
Effective Ways to Source Data

05:58
Understanding Data Type and When to Use Them

04:12
Profile The Data

02:34
Deleting Previous Steps

03:02
Filter Columns with Data

01:45
Naming Conventions to Column and Queries

02:24
Column Transformation

11:57
Row Transformation

07:27
Grouping Queries

01:13
Duplicate vs Reference

02:52
Append Queries

07:33
Merge Queries

04:27
Understanding M

02:14
Causes of Errors in Query Editor

04:17
Change of Data Source Settings

02:31
Significance of Date Table

04:39
Unpivot Columns

06:26
Data Connectivity Modes

01:27
Cleaning and Automating Raw Data

16:03

1st Quiz
1st Quiz for Power Bi

Data Modeling and Relationship

Overview of Data Modeling

01:19
Significance of Data Modeling

00:59
Benefits of a Good Data Model

00:54
Understanding Granularity

01:20
Increasing Model Analytical Power

00:53
Leveraging Data Model

02:07
Understanding Fact and Dimension Tables

01:53
Things to Note About Fact and Dimension Tables

04:25
Helper Columns and Tables

00:45
Types of Relationship

04:14
Understanding Star Schema

02:08
Understanding Snowflakes

03:46
Creating Relationships

11:02

DAX Calculations

Overview of Data Analysis Expression (DAX)

02:21
Primary Calculation Using DAX

00:31
Calculated Columns and Measures

12:38
Aggregation Functions

09:05
X-Aggregation Functions

08:26
Counting Values

04:09
Conditional Functions

05:13
Switch Functions

04:38
Handling Errors

03:59
Using Variables

08:25
Mathematical and Other Functions

03:12
Relational Functions

08:20
Table Functions

01:02
Filter Functions

08:58
Ignoring Filters

07:47
Combining Filters

02:04
Distinct and Values

01:36
ALLSELECTED

04:14
RELATEDTABLE

06:01
Evaluation Context

01:01
Filter Context

06:28
Row Context

03:58
Context Errors

03:11
Filtering a Table

04:16
Evaluation Context and Relationship

01:40
Filter and Relationship

01:09
CALCULATE

04:16
CALCULATE – Example

09:52
CALCULATE Modifiers

01:07
User Relationship

04:17
Cross Filter

04:26
KeepFilters

02:33
Context Transitions

08:12
Context Transitions and Iterators

01:55
RANKX

06:04
ISINSCOPE

03:50
Time Intelligence Functions

16:24

Report and Data Visualizations

2nd Quiz

Sales Insights Dashboard

Overview of Dashboard and Dataset

03:36
Bringing Data into Model

01:10
Transformation and Cleaning of Data

06:31
Data Modeling

03:35
Writing of DAX Measures

11:01
Creating Best Fit Visuals

13:56
Data Visualization and Report Formatting

21:46
Creating Tooltips

08:51
Managing Interaction Between Visuals

04:15

Performance Insights Dashboard

Employee Insights Dashboard

Financial Insights Dashboard

Accounting Receivables Aging Dashboard

Income Statement Dashboard

Financial Statement Dashboard

Overview of Dashboard and Data

07:33
Bringing Data into Power Query

01:52
Transforming and Cleaning of Data

05:03
Data Modeling

01:45
Writing of DAX Measures for income Statement

19:44
Setting up the Income statement

00:00
Writing DAX Measures for Balance Sheet

09:50
Writing DAX Measures for Cashflow Statement

09:13
Writing DAX Measures for Ratio Analysis

12:15
Creating Best Fit Visuals for Income Statement

07:49
Creating Best Fit Visuals for Balance Sheet

04:23
Creating Best Fit Visuals for Cashflow Statement

06:06
Creating Best Fit Visuals for Ratio Analysis

04:27
Creating of Dashboard Background

08:19
Data Visualization for Income Statement

21:09
Data Visualization for Balance Sheet

07:28
Data Visualization for Cashflow Statement

11:07
Data Visualization for Ratio Analysis

09:07
Finalizing of Dashboards

12:08
Publishing Report to Power BI Online Service

08:27

CAPSTONE PROJECT

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Power BI for Financial Reporting

About Course

What will I learn?

Course Curriculum

Introduction

Course Objectives

What is Power BI

Why you Should Learn Power BI

Fundamentals of Power BI

Power BI Architechture

Power BI vs Excel

Pillars of Power BI Solution

Downloading Power BI

Understanding the Interface and features of Power BI

DOWNLOAD COURSE MATERIAL !

Query and Transforming Data This module includes files for the course.

Accompanying File – DOWNLOAD !

Overview of Query Editor

Effective Ways to Source Data

Understanding Data Type and When to Use Them

Profile The Data

Deleting Previous Steps

Filter Columns with Data

Naming Conventions to Column and Queries

Column Transformation

Row Transformation

Grouping Queries

Duplicate vs Reference

Append Queries

Merge Queries

Understanding M

Causes of Errors in Query Editor

Change of Data Source Settings

Significance of Date Table

Unpivot Columns

Data Connectivity Modes

Cleaning and Automating Raw Data

1st Quiz 1st Quiz for Power Bi

1st Quiz

Data Modeling and Relationship

Overview of Data Modeling

Significance of Data Modeling

Benefits of a Good Data Model

Understanding Granularity

Increasing Model Analytical Power

Leveraging Data Model

Understanding Fact and Dimension Tables

Things to Note About Fact and Dimension Tables

Helper Columns and Tables

Types of Relationship

Understanding Star Schema

Understanding Snowflakes

Creating Relationships

DAX Calculations

Overview of Data Analysis Expression (DAX)

Primary Calculation Using DAX

Calculated Columns and Measures

Aggregation Functions

X-Aggregation Functions

Counting Values

Conditional Functions

Switch Functions

Handling Errors

Using Variables

Mathematical and Other Functions

Relational Functions

Table Functions

Filter Functions

Ignoring Filters

Combining Filters

Distinct and Values

ALLSELECTED

RELATEDTABLE

Evaluation Context

Filter Context

Row Context

Context Errors

Filtering a Table

Evaluation Context and Relationship

Filter and Relationship

Query and Transforming Data
This module includes files for the course.

1st Quiz
1st Quiz for Power Bi