Power BI for Finance
2h 18mIntermediate2025-04-07
Authors
Helen Wall
Data analytics and business analysis expert
Course details
Power BI is a powerful business intelligence tool for people across many industries and departments within organizations. Finance teams use models for much of their work, operating with the accounting and as well as financial planning and analysis groups. They can use the data they receive from internal sources and accounting platforms to create summaries, reports, and dashboards for their work. In this course, Helen Wall shows finance professionals how to unlock the power of Power BI in their financial workflows and models.
Learning objectives
User Power BI to connect to data sources.
Learn how to transform data.
Load data into Power BI and create summaries with it.
Create DAX calculations for common financial calculations.
Building visuals to communicate trends, key figures, and drill into data.
Learn how to share work with teams and refresh it on a schedule.
Learning objectives
User Power BI to connect to data sources.
Learn how to transform data.
Load data into Power BI and create summaries with it.
Create DAX calculations for common financial calculations.
Building visuals to communicate trends, key figures, and drill into data.
Learn how to share work with teams and refresh it on a schedule.
Skills covered
Power BIBusiness AnalysisCorporate FinanceBusiness AnalyticsBusiness IntelligenceFinance and AccountingData AnalysisProject ManagementData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
0. Introduction
- 01 - The power of Power BI in finance
- 02 - What you should know
- 03 - Course project
1. Getting Data
- 04 - Databases
- 05 - CSV
- 06 - Excel
- 07 - Folder
- 08 - SharePoint
2. Transforming Data
- 09 - Data cleaning
- 10 - Data integration
- 11 - Data enrichment
- 12 - Loading data
3. Creating Calculations
- 13 - Creating tables
- 14 - Building DAX measures
- 15 - Utilizing DAX CALCULATE function
- 16 - Calculating proportions
- 17 - Using slicers and parameters
- 18 - Converting currencies
4. Building Visuals
- 19 - Line charts
- 20 - Bar charts
- 21 - Budget lines on charts
- 22 - Waterfall charts
5. Creating Visuals and Reports
- 23 - Calculating a percent of the total
- 24 - Calculating running totals
- 25 - Same period last year
- 26 - Calculating previous period's total
- 27 - Rolling averages
6. Reporting
- 28 - Publishing and refreshing reports
- 29 - Setting up paginated reports
Conclusion
- 30 - Continuing on with Power BI
Related courses
- Using Power BI to be a Strategic Financial Partner
- Advanced Power BI: DAX Language, Formulas, and Calculations (2022)
- Copilot for Project Management: Build an AI-Powered Budget Tracker and Forecaster (No Code Required)
- Power BI for Marketers
- Complete Guide to Power BI for Data Analysts by Microsoft Press
- Microsoft Power Platform Fundamentals (PL-900) Cert Prep: 1 The Business Value of Power Platform
- Complete Guide to Power BI for Data Analysts by Microsoft Press (2024)
- Data Dashboards in Power BI (2019)
Related learn paths
- Advance Your Business Analytics Skills
- Become a Business Intelligence Specialist
- Explore a Career as a Power BI Specialist
- Get Ahead in Business Analytics and Analysis
- Explore a Career as a Financial Analyst
- Become a Data Analytics Specialist
- Prepare for the Power Platform Fundamentals (PL-900) Certification from Microsoft Press
- Master Microsoft Power BI