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.

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

This Case Study is perfect for anyone who would like 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.