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Power BI For Financial Data: E-learning only(Course 1- Beginner/Intermediate)

Power BI For Financial Data: E-learning only(Course 1- Beginner/Intermediate)

Highlights

  • On-Demand course

  • 7 hours

  • All levels

Description

Using a realistic accounting dataset, this course empowers you to automate your month-end reports using the built-in data transformation, logic and visualisation capabilities of Power BI.

You will be able to generate powerful insights on financial performance all without the manual effort of continually producing different cuts of data/pieces of analysis.

Upon completion, participants will confidently create engaging reports, turn data into actionable insights, and build strong cross-functional relationships, driving better decision-making.

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This course is for the e-learning course only. For the bundle containing cohort based training/1:1 training see the following courses on Cademy:

course Content

5 sections•13 lessons
Power BI for Financial Data1 lessons
  1. 1Course Overview
Structuring Financial Data for Effective Analysis3 lessons
  1. 1Requirements Gathering and Scoping
  2. 2Defining the data structure
  3. 3Logical Model Design
Transforming Financial Data for Reporting in Power Query3 lessons
  1. 1Ingesting Actuals and Reference Data from MS Teams (SharePoint) and combining CSV files together in Power Query)
  2. 2Ingesting and joining Reference data (Excel file) and calculating Actuals values in Reporting currency using exchange rates.
  3. 3Calculating Monthly Level Budget Reporting
Mastering DAX for Financial Metrics and Time Intelligence3 lessons
  1. 1Creating table relationships and core budget/actual measure
  2. 2Creating Budget, Variance and Margin measures
  3. 3DAX Time intelligence
Visualizing Financial Performance – Variance and Trend Analysis3 lessons
  1. 1Formatting the report page and the Income Statement Matrix
  2. 2 Creating KPI Cards to show core metrics/ratios
  3. 3Creating other Visuals for Variance Analysis

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