Intro to Financial Reporting in Power BI

Service Description

Highlights Interactive virtual classroom environment limited to 8 participants for maximum user participation Led by Rishi Sapra - a Microsoft Most Valuable Professional (MVP) and Chartered Accountant (ICAEW) Run as 4 x 2-hour sessions during a week for maximum flexibility across time zones Who is this course for? This 8-hour course is aimed at experienced Excel users who have been using Power BI for at least 6-12 months and want an overview of how to work with financial (accounting) data in Power BI. Important: You must have the latest version of Power BI desktop installed on your machine in order to be able to use the functionality highlighted in the course Benefits At the end of this course you will have a greater understanding of the complexities of working with financial data in Power BI and some techniques you can apply on your own data! Course Syllabus Connecting to Data (folder containing CSVs on OneDrive/Teams) and importing into Power BI Creating base measures for e.g. Revenue, Gross/Net Margin and financial ratios. Creating Dynamic Measures for MTD/QTD/YTD Period selection Building an Income Statement using the Matrix visual Adding KPI cards, Waterfall Charts and other visuals for storytelling

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