Financial Reporting with Power BI

Introduction
5 Topics
Introduction Topic 1: The Role
Introduction Topic 2: Course Content
Introduction Topic 3: The Current Situation
Introduction Topic 4: The Dataset
Introduction Topic 5: The Solution
Module 1: Design Your Stakeholder Semantic Model
13 Topics
Module 1 Topic 1: Templates
Module 1 Topic 2: User Stories
Module 1 Topic 3: Scoping Template
Module 1 Topic 4: Metrics Tracker
Module 1 Topic 5: Data Model Design Templates
Module 1 Topic 6: Overview of a Star schema data model
Module 1 Topic 7: Bus Matrix
Module 1 Topic 8: Conceptual Model Design
Module 1 Topic 9: Overview of Non Functional Requirements
Module 1 Topic 10: Power BI End User Features
Module 1 Topic 11: Visual Interactivity and Design
Module 1 Topic 12: Capturing Non-functional requirements – Report and Metric Consumption Formats
Module 1 Topic 13: Performance, Licencing and Training
Module 2: Building Dynamic Models in Power Query
10 Topics
Module 2 Topic 1: Connecting to files in MS Teams
Module 2 Topic 2: Parameters and Staging Queries
Module 2 Topic 3: Combining Actuals Data Files
Module 2 Topic 4: Bringing in Reference Data
Module 2 Topic 5: Transforming Exchange Rate Data
Module 2 Topic 6: Merging Exchange Rates into Actuals
Module 2 Topic 7: Creating Budget data query and Converting Month Key to Date
Module 2 Topic 8: Calculating Monthly Average Exchange Rates
Module 2 Topic 9: Calculating the Monthly Budget values in Reporting Currency
Module 2 Topic 10: Creating a Manual Budget table and finalising our queries
Module 3: Creating Time-aware Financial Metrics using DAX
8 Topics
Module 3 Topic 1: Create Relationships
Module 3 Topic 2: Adding a Calculated Column and Creating a Sorted Income Statement
Module 3 Topic 3: Creating our First Measure
Module 3 Topic 4: Creating Core Budget and Actual Measures
Module 3 Topic 5: Creating time based selection tables forslicers
Module 3 Topic 6: Creating MTD/QTD/YTD variants of measures
Module 3 Topic 7 : Updating Variances and creating prior period measures
Module 3 Topic 8: Using Calculation Groups as an alternative to the Junk Dimensions Table
Module 4: Variance Analysis with Power BI visualisation
3 Topics
Module 4 Topic 1: Creating a fixed format income statement
Module 4 Topic 2: Matrix Conditional Formatting
Module 4 Topic 3: Page Formatting and KPI cards
Module 5: Building Financial Ratios and Dynamic Income Statement Measures
3 Topics
Module 5 Topic 1: Creating a Dynamic Custom Calculation Measure
Module 5 Topic 2: Creating a Running Total and Actuals Income Statement Measure
Module 5 Topic 2: Formatting Measures based on Org Unit (Currency) and required number format.
Module 6: Enhancing the Income Statement with formatting, Report page tool tips and drill-through
2 Topics
Module 6 Topic 3: Toggling Visuals with Bookmarks
Module 6 Topic 2: Report Page tooltips and drill-through pages
Module 7: Building a custom waterfall chart and dynamic visuals based on Field Parameters
4 Topics
Module 7 Topic 1: Building the formula for the Waterfall Chart
Module 7 Topic 2: Building the waterfall chart
Module 7 Topic 3: Building an Income Statement with a Custom Visual (Zebra BI)
Module 7 Topic 4:Using Custom visuals (Zebra BI) to create dynamic KPI cards and waterfall chart
Module 8: Securing, Sharing and publishing reports in the Power BI service
Previous Topic
Next Topic

Module 1 Topic 9: Overview of Non Functional Requirements

Financial Reporting with Power BI Module 1: Design Your Stakeholder Semantic Model Module 1 Topic 9: Overview of Non Functional Requirements

Click on the button below to open the content and once you complete it please remember to click on “Mark Complete” to progress to the next topic.

Previous Topic
Back to Lesson
Next Topic