Microsoft Fabric Training

Sign in to Power Platform Finance using one of the platforms below to access the first 5 topics of Power BI for Financial Data. We'll use your email for progress and occasional PPF updates (no spam, unsubscribe anytime). View the LDI Privacy Policy for details.

Continue with Google

Continue with Microsoft

Continue with LinkedIn

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

Overview

Power BI for Financial Data
Overview

Lesson Content

0% Complete 0/1 Steps

Power BI for Financial Data: Course Overview

Next PPF Accelerator Cohort starts on 7th November 2025 - claim your spot now!

Join

X

Come here from one of our friends? Unlock an exclusive 20% discount on our next PPF Accelerator Program!

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Community

Use Promo code at checkout: ICAEW20

Use Promo code at checkout: PLUM20

Use Promo code at checkout: FPAGUY-COHORT

Use Promo code at checkout: GROWCFOSIGNUP20

Use Promo code at checkout: SYSTEMACCOUNTANTS20

Use Promo code at checkout: EXCELOFFTHEGRID20