SIngle Course

Financial Reporting With Microsoft Power BI


This course will teach you how to build a complete set of Financial Statements including Profit and loss statement, Balance sheet and Cashflow statements using Microsoft Power BI reporting tool just from a trial balance and fully automate your month end reporting process. Also, we will teach you how to connect to your own accounting system, do some advanced analysis, create dynamic AR statement, Insights of your revenue and more Financials details and get actionable insights from your company financials and operational data. We will be using the unique ideas and concepts reviewed in detail throughout this course you will be able to produce high-quality reports that display financial information of your company in dynamic and remarkable way which will impress any consumer of financial information in your teams or organizations.


This is a 2-part course and if you do not have prior knowledge about Microsoft Power BI please take part 1 of the course below.

         Part 1 – Analyzing Data with Microsoft Power BI
         Part 2 – Financial Reporting with Power BI

In this course we will teach you how to build,

  • How to transform and model your data for Financial Reporting.

  • How to build dynamic Income Statement using Power BI

  • How to build dynamic Balance Sheet using Power BI

  • How to build Cashflow Statement using Power BI

  • How to create AR ageing report using Power BI

  • How to build insight from your income and Expenses using Power BI




  • Finance Professional who want to build Dynamic Financials and automate their month end reporting process.

  • Anyone who want to learn skills in Digital Finance transformation and be the initiative in your organization

  • Finance professionals looking to master the #1 business intelligence tool on the market

  • Anyone who is looking for an engaging, hands-on, and highly interactive approach to training


Transform and Model Data

  • How to Load data to Power BI

  • Transform your data and clean the data using Power Query

  • Best practices in transforming and cleaning data

  • Model your Financial data

Building Dynamic Income Statement

  • How to calculate Income and Expenses in using Power BI

  • How to build Dynamic Income statement using Power BI

  • How to calculate Gross Profit, Net Profit and Subtotals

  • How to calculate Previous year Income Statement Values

  • How to put everything together and finalize Income Statement

Building Dynamic Balance Sheet

  • How to calculate Assets and Liabilities Separately

  • How to calculate Total Assets and Liabilities

  • Calculating subtotal amounts

  • Creating summary table of key financial ratios

  • Putting all together and Build dynamic Balance Sheet

Building Dynamic Cash Flow Statement

  • Creating Investing, Operating and Finance Cash Values

  • Calculate Opening and Closing Cash balances

  • Create additional subtotals

  • Build complete Cash Flow Statement using Power BI

Building Aged Trial Balance for Receivables

  • Calculate dynamic account receivables aging report

  • Create Dynamic receivable calculations

  • Create summary table of receivable details

Build Financials Insights and Complete the Project

  • Create additional revenue and Expense Insights of the Organizations

  • Putting everything together and Building Complete set of Financials

  • Formatting Options and Visualizations tips

  • Finalize Financials with Navigation controls.


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