Sebastian Taylor & Joseph Yeates – CFI Education – Case Study – Financial Statements in Power BI

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Description

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Sebastian Taylor & Joseph Yeates – CFI Education – Case Study – Financial Statements in Power BI download, Sebastian Taylor & Joseph Yeates – CFI Education – Case Study – Financial Statements in Power BI review, Sebastian Taylor & Joseph Yeates – CFI Education – Case Study – Financial Statements in Power BI free

Sebastian Taylor & Joseph Yeates – CFI Education – Case Study – Financial Statements in Power BI

Power BI Financial Statements
Build a set of robust, customizable, and refreshable Financial Statements in Power BI and Excel using DAX and CUBE formulas.

  • Connect to an enterprise database to ensure one version of the truth
  • Control the display of your financial statements by creating a custom mapping table
  • Gain a deeper understanding of your data by building powerful DAX measures

Overview
Power BI Financial Statements Overview
Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll 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 course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.

Interactive Financial Statements in Power BI
Power BI offers a great way to visualize and interact with high-level financial data.

Power BI Financial Statements Learning Objectives
Upon completing this course, 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 should take this course?
This course is perfect for anyone who wants to apply their Power BI and DAX skills in a real-world scenario. 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.

What you’ll learn

  • Case Study Introduction
    Case Study Introduction
    Your Role as a Business Intelligence Developer
    Video Call with CFO
    Challenges to Consider in the Project
    Project Requirements Email
    Exercise 1 | Email Response to Mia Simpson
    Final Project Requirements and Approach
    Financial Statements Review
    Case Study Files Overview
    Case Study Student Files Download
  • Extract Data from the Database
    Chapter Introduction – Extract Data from the Database
    Download Azure Data Studio
    Student Task – Connect and Explore the Database
    Student Task Review – Connect and Explore the Database
    Entity Relationship Diagram
    Exercise 2 | ERD
    Plan the SQL Query
    Student Task – Write the SQL Query
    Student Task Review – SQL Query Part 1
    Student Task Review – SQL Query Part 2
    Create the SQL View
    Chapter Review
  • Create the Data Model in Power Query
    Chapter Introduction – Create the Data Model
    Create the Staging Query
    Create the Fact and Dimension Tables
    Create the Remaining Dimension Tables
    Student Task – Create the Data Model
    Student Task Review – Create the Data Model
    Create SumAmount Measure
    Chapter Review and Summary of Challenges
  • Income Statement in Power BI
    Chapter Introduction – Income Statement
    Financial Statements with Existing Data Model
    Create Headers Table in Excel
    Import Headers Table into Power BI
    Create I/S Amount Measure
    Create I/S Subtotal Measure
    DAX Functions
    Exercise 3 | DAX Functions
    Create Income Statement Measure with SWITCH()
    Create % of Revenue Measure
    Format % of Revenue Measure
    Finalize the Income Statement Measure
    Create Subcategory Display Filter
    Finalize the Income Statement
    Add Data Refresh Date
    Format the Power BI Report
    Create the Waterfall Chart Visual
    Chapter Exercise – Income Statement
    Chapter Exercise Hints – Income Statement
    Chapter Exercise Review – Income Statement
  • Balance Sheet in Power BI
    Chapter Introduction – Balance Sheet
    Update the Headers Table
    Create B/S Amount Measure
    Create Cumulative Amount Measure
    Create B/S Subtotal Measure
    Create Balance Sheet Measure with SWITCH()
    Create Opening Retained Earnings Measure
    Create Retained Earnings Measure
    Create Total Equity Measure
    Create Total Liabilities & Equity Measure
    Finalize the Balance Sheet
    Chapter Exercise – Balance Sheet
    Chapter Exercise Hints – Balance Sheet
    Chapter Exercise Review – Balance Sheet
    Add Detail and Create Additional Statements
    Check-In and Review with CFO
  • Analyze in Excel with Cube Formulas
    Chapter Introduction – Cube Formulas
    What are Cube Formulas?
    A Closer Look at Cube Formulas
    Exercise 4 | CUBE Formulas
    Use Slicers with Cube Formulas
    Define Reporting Year Context for the Income Statement
    Populate Basic Values of the Income Statement
    Student Task – Complete the Income Statement
    Student Task Review – Complete the Income Statement
    Student Task – Build the Balance Sheet
    Student Task Review – Build the Balance Sheet
    Cash Flow Statement Introduction
    Populate the Cash Flow Statement
    Cash Flow Statement Review
    Cube Formulas Review
  • Case Study Summary
    Project Wrap-Up with CFO
    Case Study Wrap-Up
  • Qualified Assessment
    Case Study – Financial Statement in Power BI Qualified Assessment

This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional specializations.

Financial Modeling & Valuation Analyst (FMVA)® 
Power BI Financial Statements is part of the Financial Modeling & Valuation Analyst (FMVA)®, which includes 41 courses.

  • Skills Learned
    Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep
    Investment banking and equity research, FP&A, corporate development

Business Intelligence & Data Analyst (BIDA)® 
Power BI Financial Statements is part of the Business Intelligence & Data Analyst (BIDA)®, which includes 33 courses.

  • Skills Learned
    Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep
    Business intelligence analyst, data scientist, data visualization specialist
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