Turn financial data into interactive reports and dashboards: connect data sources, build a data model, learn DAX basics and create live P&L and cash-flow reports.
Course Curriculum
| 1. Power BI Basics | |||
| 1.1 Power BI Desktop tour Details | 00:06:00 | ||
| 1.2 Connecting to Excel and accounting exports Details | 00:08:00 | ||
| 1.3 Cleaning data with Power Query Details | 00:09:00 | ||
| 2. Data Modeling for Finance | |||
| 2.1 Fact and dimension tables Details | 00:08:00 | ||
| 2.2 Chart of accounts hierarchy Details | 00:08:00 | ||
| 2.3 Date table and fiscal calendar Details | 00:07:00 | ||
| 3. DAX for Finance | |||
| 3.1 Calculated columns vs. measures Details | 00:07:00 | ||
| 3.2 CALCULATE and filter context Details | 00:09:00 | ||
| 3.3 Time intelligence: MTD, YTD, prior year Details | 00:09:00 | ||
| 3.4 Budget vs. actual measures Details | 00:08:00 | ||
| 4. Financial Reports | |||
| 4.1 Profit and loss report Details | 00:09:00 | ||
| 4.2 Balance sheet and cash flow visuals Details | 00:08:00 | ||
| 4.3 Sales and margin analysis Details | 00:07:00 | ||
| 4.4 Receivables aging dashboard Details | 00:07:00 | ||
| 5. Publishing | |||
| 5.1 Design, themes and storytelling Details | 00:07:00 | ||
| 5.2 Publishing and sharing securely Details | 00:06:00 | ||
| 5.3 Scheduled refresh Details | 00:05:00 | ||
| 5.4 Final project: CFO dashboard Details | 00:15:00 | ||
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