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
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Introduction

Financial Reporting with Power BI Introduction

In the Introduction module we will look at the current situation (building Financial Statements with Excel), the Actuals/Budget dataset and the example solution we will end up with at the end of the course.

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