Power BI Financial Statements

Name: Power BI Financial Statements
Availability: InStock
Rating: 4.90 (92 reviews)

A Scenario-Based Deep Dive into Power BI for Financial Statement Automation and Analysis

Master the integration of SQL, Power Query, Power BI, Excel, and DAX for comprehensive financial data analysis.
Develop the skills to build detailed Income Statements and Balance Sheets in Power BI with custom data modeling.
Learn to create dynamic financial statements in Excel using Cube Formulas, enhancing your reporting capabilities.

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Corporate Finance Institute

Power BI Financial Statements

Overview

Power BI Financial Statements Overview

Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You will be helping a retail company automate and visualize its most important financial statements. Creating Financial Statements in Power BI poses three significant challenges, which we will help you solve using a combination of BI tools.

Challenge 1: How to replicate financial statement layouts and formatting
Challenge 2: How to create account subtotals and other DAX summaries
Challenge 3: How to create the more complex cash flow statement

With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.

Interactive Financial Statements in Power BI

Power BI offers a great way to visualize and interact with high-level financial data.

Who should take this course?

This course is perfect for anyone who wants to apply their Power BI and DAX skills in a real-world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Power BI and related BI tools.

Power BI Financial Statements Learning Objectives

Understand how to define and propose an achievable project scope
Write an SQL query to source General Ledger Data from a database
Build a data model using a snowflake schema in Power BI
Build an Income Statement and Balance Sheet in Power BI
Create financial statements in Excel using Cube Formulas
Compare the benefits of Power BI vs. Excel for Financial Analysis

Prerequisite Courses

Recommended courses to complete before taking this course.

Intermediate DAX & Time Intelligence

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Business Essentials Certificate

Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learn More

Business Intelligence Analyst Specialization

Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learn More

What Our Members Say

Case Study - Financial Statements in Power BI Review Title

Insightful

Azeez Raimi

Excellent work

excellent work, furthermore if we can add pop ap to the dashboard.

Salem Qasem Ahmed Al-Tashi

Nothing but perfect.

These courses are always really clear, engaging, and well presented. Would definitely recommend studying with CFI.

Aaron Burningham

Real-world challenges and application of BI skills

Wow, I was truly challenged by this module. As an accounting professional I found a lot value in being able to combine and practice SQL, Power Query and Power BI. Learning about Cube Formulas was an excellent cherry on top.

Lwazi Mace

Out of comfort zone!

Absolutely brilliant course! so don't miss out, or give up! If your familiar with using Power BI then your ahead of the game, and if your new to Power BI, I encourage you to take up this challenge and think long term. I thoroughly enjoyed gong through the process to achieve a positive result.

Mark Williams

Informative

Informative and practical course

Mouneer Awad

Enlighten

Taking this course was detailed and amazingly exciting!

Othello Calbert

Good Course

Excellent teaching methodology

Bolaji Ahmed

Great start

It's a great course to practice the PowerBI & SQL, and Excel advance topics.

Firdaus Jahan

Brilliant

Even if you may be slow in assimilating the knowledge, make sure you assimilate all of it, if you can.

Patrick Ramano

Great course

Great course content

Evans Crentsil-Taylor

PBI case study

Hand on and straightforward to learn course

Rodrigo González Morales

Power BI real world example

Very informative, step-by-step process. In my case, can be instantly applied at work.

Artur Melnyk

The right course for a Business analyst you can't get else where.

The case study Power BI course is what you can't afford to miss. This course worth more than it value. I'm happy I offered the course.

Adeleye Olalekan

Tasking!

This was a really serious case study. Thank you CFI

Stephen Akinosi

good

bida is a great course

Ikedi Anonaba

great experience

keep doing hard things

Fashina Olugbenga

Top-notch!!!

Amazing course but tedious.

Raphael Oyelami

PowerBi and SQL

I can know automate different files using SQL and POWERBI

Lydia Angolo Endjala

Excellent

The instructor did a great job distilling complex concepts

Gloria Kasyoki

very helpful

very clean and neat!

George Kartsev

cube formula

effective and efficient.

Jose muriithii

Exciting

Content broken down into simple and easy to understand concepts

Oliver Wekesa Simiyu

Financial Statement in Power BI Assessment

William Ogolla

Financial statements in Power BI

This is a wonderful course indeed. I enjoyed it and recommend it for others also

Muideen Olalekan AGBOOLA

Frequently Asked Questions

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

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What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

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Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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Power BI Financial Statements

Power BI Financial Statements Overview

Interactive Financial Statements in Power BI

Who should take this course?

Power BI Financial Statements Learning Objectives

What You'll Learn

Case Study Introduction

Extract Data from the Database

Create the Data Model in Power Query

Income Statement in Power BI

Balance Sheet in Power BI

Analyze in Excel with Cube Formulas

Case Study Summary

Qualified Assessment

This Course is Part of the Following Programs

Business Essentials Certificate

Business Intelligence Analyst Specialization

What Our Members Say

Azeez Raimi

Salem Qasem Ahmed Al-Tashi

Aaron Burningham

Lwazi Mace

Mark Williams

Mouneer Awad

Othello Calbert

Bolaji Ahmed

Firdaus Jahan

Patrick Ramano

Evans Crentsil-Taylor

Rodrigo González Morales

Artur Melnyk

Adeleye Olalekan

Stephen Akinosi

Ikedi Anonaba

Fashina Olugbenga

Raphael Oyelami

Lydia Angolo Endjala

Gloria Kasyoki

George Kartsev

Jose muriithii

Oliver Wekesa Simiyu

William Ogolla

Muideen Olalekan AGBOOLA

Frequently Asked Questions