Financial Statements in Power BI
Maestra la creación de estados financieros en Power BI: modelado de datos, medidas DAX, y reportes financieros.
Maestra la creación de estados financieros en Power BI: modelado de datos, medidas DAX, y reportes financieros.
This comprehensive course teaches you how to create professional financial statements in Power BI through a hands-on case study. Taking on the role of a Business Intelligence Developer, you'll help a retail company automate and visualize their financial reporting. The course addresses three key challenges: replicating financial statement layouts and formatting, creating account subtotals with DAX, and building complex statements like the cash flow report. You'll learn to extract data from SQL databases, create a snowflake schema data model, develop DAX measures for financial calculations, and integrate Excel with Power BI using cube formulas. By the end, you'll have practical experience creating complete income statements, balance sheets, and cash flow statements that can be refreshed automatically with new data.
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What you'll learn
Create SQL views to extract data from multiple tables for financial reporting
Build a snowflake schema data model in Power BI optimized for financial statements
Develop DAX measures for financial calculations including subtotals and percentages
Design custom header tables to template financial statements
Format professional-looking financial reports in Power BI
Create income statements with percentage of revenue calculations
Skills you'll gain
This course includes:
3.6 Hours PreRecorded video
7 assignments
Access on Mobile, Tablet, Desktop
FullTime access
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There are 10 modules in this course
The course provides a thorough introduction to creating financial statements in Power BI through a practical case study approach. Students learn to extract financial data from a database using SQL, create a well-designed data model in Power BI, and develop DAX measures for financial calculations. The curriculum covers the creation of three key financial statements: income statements, balance sheets, and cash flow statements. Students master specialized techniques like creating header tables, developing complex DAX measures for subtotals, and implementing percentage calculations. The course also teaches how to integrate Power BI with Excel using cube formulas for enhanced financial reporting. Each module builds upon previous knowledge, culminating in a complete financial reporting solution.
Case Study Introduction
Module 1 · 31 Minutes to complete
Extract Data from the Database
Module 2 · 33 Minutes to complete
Create the Data Model in Power Query
Module 3 · 25 Minutes to complete
Week 1 Challenge
Module 4 · 20 Minutes to complete
Week 2 Challenge
Module 6 · 25 Minutes to complete
Balance Sheet in Power BI
Module 7 · 51 Minutes to complete
Analyze in Excel with Cube Formulas
Module 8 · 48 Minutes to complete
Course Conclusion
Module 9 · 1 Minutes to complete
Week 3 Challenge
Module 10 · 30 Minutes to complete
Fee Structure
Instructor
Global Finance Education Leader CFI Transforms Professional Development Through Comprehensive Training
Corporate Finance Institute (CFI), headquartered in Vancouver, Canada, has established itself as a premier global provider of online financial education and certification programs, serving over 300,000 professionals worldwide. The institute offers comprehensive training through its flagship certifications including the Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets and Securities Analyst (CMSA), and Business Intelligence and Data Analyst (BIDA) programs. With endorsements from global leaders like Microsoft, Amazon, IBM, and major financial institutions including Citigroup and HSBC, CFI's curriculum bridges the gap between traditional business education and practical industry requirements. The institute's commitment to excellence is reflected in its NASBA-registered CPE programs, practical skill-focused training, and its successful 2021 acquisition of Macabacus, demonstrating its ongoing evolution in serving the global finance community with cutting-edge educational resources
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