Financial modelling in Power BI

Financial modelling in Power BI

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This course can only be purchased via the learning platform.

What you will learn

 
  • how Power BI’s powerful DAX language allows you to drill down on reporting detail
  • how Best Practice modelling techniques may be administered in Power BI
  • what order to build financial statement in Power BI and why
  • how to build control accounts in DAX and Power BI visualisations to construct real-time three-way integrated financial statements in Power BI.

 

About this pack

Power BI – Microsoft’s self-service business intelligence and data visualisation tool – is becoming both more versatile and more popular each month.  Today’s analysts need to use the best, most powerful and flexible analytical software for their work.  More and more of us are realising Power BI fits the bill.  We’d be foolish to stand still.

This pack addresses the way forward for financial modelling.  Many working in banking and finance are creating their financial models in Excel and then importing them into Power BI for graphical interpretation and further analysis.  But not here.  No, we’re going to build the model in Power BI.

Key information

  • This pack contains a collection of interactive slides and videos for you to follow, and exercises for you to complete within Excel.
  • This pack requires you to download Power BI Desktop and register for the Power BI Service.
  • This pack requires you to use (for Windows) Excel 2016 (or newer), Excel for the web or Excel 365; (for Mac) Excel 2021 (Excel 2019 for MAC support will end in October 2023).
  • The recommended operating systems for Windows are Windows 10 or 11; for MacOS is Big Sur 11 or later.
  • This pack requires you to have a basic understanding of Microsoft Excel.
  • CPD certificate is available upon successful completion of the pack.


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