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Power BI for Financial Data

Overview Sample Lesson

Power BI for Financial Data: Course Overview

Module 1: Structuring Financial Data for Effective Analysis Sample Lesson

Module 1 Topic 1: Requirements Gathering and Scoping

Module 1 Topic 2: Defining the Data Structure

Module 1 Topic 3: Logical Model Design

Module 2: Transforming Financial Data for Reporting in Power Query Sample Lesson

Module 2 Topic 1: Ingesting and combining Actuals Data

Module 2 Topic 2: Calculating Reporting Currency Amounts

Module 2 Topic 3: Calculating Monthly Level Budget Reporting

Module 3: Mastering DAX for Financial Metrics and Time Intelligence Sample Lesson

Module 3 Topic 1: Creating table relationships and core budget/actual measure

Module 3 Topic 2: Creating Budget, Variance and Margin measures

Module 3 Topic 3: DAX Time intelligence

Module 4: Visualizing Financial Performance – Variance and Trend Analysis Sample Lesson

Module 4 Topic 1: Formatting the report page and the Income Statement Matrix

Module 4 Topic 2: Creating KPI Cards to show core metrics/ratios

Module 4 Topic 3: Creating other Visuals for Variance Analysis

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Module 1 Topic 3: Logical Model Design

Power BI for Financial Data
Module 1: Structuring Financial Data for Effective Analysis
Module 1 Topic 3: Logical Model Design

A conceptual model is a high level abstract view of the data requirements based on the business process. Here we explore the concept of a star schema for Power BI – a design of the tables in our data model around facts and dimensions.

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