Tips and Tricks for working with Finance Data in Power BI

Course length


Rishi Sapra

About the course

This session on tips and tricks for finance reporting, presented by Rishi Sapra ,is broken down into a series of bite-size videos covering:

Tip #1: Use an Account Hierarchy
Tip #2: Build up Measure Chains and Format them
Tip #3: Show Periods (MTD/QTD/YTD) dynamically
Tip #4: Have a table with all your FS lines (including totals)
Tip #5: Tell a story with the visuals
Tip #6: Finance Custom Visuals/Add-ins go a long way

These tips are based on the same Income statement example below (also available at