Financial Statements in Power BI

This module introduces the case study where learners take on the role of a Business Intelligence Developer helping a retail company automate and visualize financial statements. It covers the project scope, challenges, requirements, and provides an overview of financial statements and case study files.

This module covers how to extract the necessary data from a database to create financial statements in Power BI. It includes connecting to the database, exploring database structure, understanding entity relationships, planning and writing SQL queries, and creating a SQL view.

This module focuses on using Power Query to create a data model from the extracted database information. It covers creating staging queries, fact and dimension tables, and implementing the SumAmount measure to prepare for financial statement creation.

This module consists of a practical challenge that tests learners' understanding of the concepts covered in the first week, including data extraction from databases and creating data models in Power BI.

This module teaches how to create an income statement in Power BI. It covers creating and importing header tables from Excel, implementing various DAX measures for calculations, formatting the statement, creating visualization charts, and finalizing the income statement report.

This module consists of a practical challenge that tests learners' understanding of the concepts covered in the second week, particularly focusing on creating and formatting an income statement in Power BI using DAX functions.

This module teaches how to create a balance sheet in Power BI. It covers updating header tables, creating various DAX measures specific to balance sheet calculations (cumulative amounts, subtotals, retained earnings), finalizing the balance sheet visualization, and introducing the concept of sharing data models for use in Excel with cube formulas.

This module focuses on using Excel with Power BI data models through cube formulas. It covers what cube formulas are, how to use them with slicers, defining reporting contexts, and building financial statements (income statement, balance sheet, and cash flow statement) in Excel using the Power BI data model.

This module provides a summary and wrap-up of the entire case study, reviewing the key learnings and accomplishments throughout the course.

This module consists of a final practical challenge that tests learners' understanding of all concepts covered in the course, with a particular focus on Excel integration with Power BI using cube formulas and creating comprehensive financial statements.