Case Study - Financial Statements in Power BI

Overview:

Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. 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. 

In this case study, you will 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 seminar is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI. 

Course Content:

•  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 

Learning Objectives:

 Upon completing this seminar, you will be able to:

• 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 

Who Will Benefit: 

 Anyone who would like to apply their Power BI and DAX skills in a real-world scenario.