Financial Reporting with Power BI (in-person only)
You'll get the opportunity to understand the full end-to-end process involved in building a financial report – from requirements gathering, to build and then deployment.
[Note that this is an in-person training day, and cannot be attended virtually]
Learn how to build financial reports in Power BI (focused on Income Statement) with a complete end-to-end run through of designing a data model based on financial transactions, ingesting monthly system extracts (CSV), data modelling/DAX (including time intelligence) and data visualisation.
In this session you will learn how to:
- Capture report (and non-functional) requirements and design a corresponding data model to be built in Power BI
- Apply transformations to data in Power Query including how to automatically combine monthly CSV files, apply currency conversion and work with data at different grains/levels of detail (actual vs budget)
- Create basic calculations in DAX including key ratios such as Gross Profit % and Cost:Income Ratio
- Present data in the format of traditional financial statements in Power BI using the native matrix visual and custom visuals, including creating different views (e.g. monthly vs quarter/year to date) and with the ability to drill into individual transactions
- Perform variance analysis using waterfall charts, KPI cards and custom visuals which allow you to understand the drivers of financial performance
Available to in-person attendees only.
Wednesday 15 March, 2023 at 9:00 am (GMT)
Rishi Sapra
Theme:
Data Visualisation & Modelling
Session Level:
Intermediate
Required Experience:
A basic knowledge of how financial transactions are captures and building reports
Technologies covered:
Excel & Power BI
Restrictions:
In-person only.
Not available to virtual attendees