Power BI for Finance

Power BI for Finance

2h 18mIntermediate2025-04-07

Authors

Helen Wall

Helen Wall

Data analytics and business analysis expert

Course details

Power BI is a powerful business intelligence tool for people across many industries and departments within organizations. Finance teams use models for much of their work, operating with the accounting and as well as financial planning and analysis groups. They can use the data they receive from internal sources and accounting platforms to create summaries, reports, and dashboards for their work. In this course, Helen Wall shows finance professionals how to unlock the power of Power BI in their financial workflows and models.

Learning objectives
User Power BI to connect to data sources.
Learn how to transform data.
Load data into Power BI and create summaries with it.
Create DAX calculations for common financial calculations.
Building visuals to communicate trends, key figures, and drill into data.
Learn how to share work with teams and refresh it on a schedule.

Skills covered

Power BIBusiness AnalysisCorporate FinanceBusiness AnalyticsBusiness IntelligenceFinance and AccountingProject ManagementData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

Introduction

  • The power of Power BI in finance
  • What you should know
  • Course project

Getting Data

  • Databases
  • CSV
  • Excel
  • Folder
  • SharePoint

Transforming Data

  • Data cleaning
  • Data integration
  • Data enrichment
  • Loading data

Creating Calculations

  • Creating tables
  • Building DAX measures
  • Utilizing DAX CALCULATE function
  • Calculating proportions
  • Using slicers and parameters
  • Converting currencies

Building Visuals

  • Line charts
  • Bar charts
  • Budget lines on charts
  • Waterfall charts

Creating Visuals and Reports

  • Calculating a percent of the total
  • Calculating running totals
  • Same period last year
  • Calculating previous period's total
  • Rolling averages

Reporting

  • Publishing and refreshing reports
  • Setting up paginated reports

Conclusion

  • Continuing on with Power BI
80,000 Toman