What We Cover:
– Designing and building data models that align with stakeholder requirements
– Importing and transforming data from multiple sources into the right structure for analysis in Power BI
– Leveraging DAX (Data Analysis Expressions) to create financial metrics such as revenue, profit, and margin, as well as time-based calculations like YTD and MTD.
– Using Power BI’s visual and interactive capabilities to analyze and present variances between actuals, budgets, and prior year figures, helping stakeholders understand key financial drivers.
Learning Outcomes:
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.
Business Benefits:
Significant time savings by automating month-end reporting and enabling users to self-serve on financial data, reducing reliance on finance analysts to manually produce reports and analysis each month. This leads to more efficient processes and faster decision-making.