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Financial Reporting with Power BI

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Course Content

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Introduction 5 Topics Sample Lesson

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Lesson Content

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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 Sample Lesson

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Lesson Content

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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

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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

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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

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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

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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

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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

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Lesson Content

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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

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