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Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way

What you will learn

Create comprehensive financial reports in Power BI that represent key insights in a compelling and dynamic way.

Learn how to optimize & model financial reporting data for Power BI

Understand the visualization possibilities for financial metrics

Implement a unique table template technique for financial reports

Learn how to combine the correct DAX functions in your reports

Learn dynamic visualization techniques within your reports

Learn some advanced DAX formula combinations for solving certain calculations

Understand how to use the right relationships in your models

Produce detailed financial reports that are completely automated

Learn how to manage data from multiple tables in one model

Build a robust data model and report that showcases compelling insights


The course contains a number of real-world tips and techniques for financial reporting development work using Power BI. By using the unique ideas and concepts reviewed in detail throughout this course you will be able to produce high-quality reports that showcase financial information in a compelling way. Throughout all the modules you will walk through a detailed example, covering reporting elements such as income statements, balance sheets, cash flow statements, aged trial balances and more. Covered are many formula techniques, modelling concepts and dynamic visualization ideas that when combined can impress any consumer of financial information in your teams or organizations.

Participants of this module should have an ample knowledge and skills in using Power BI as a reporting and analytical tool. This is a learner who is able to find solutions to data queries using the different functionalities of Power BI. No other advance preparation needed to take this course.

What you get with the course

  • More than 4 hours of course videos
  • 1x demo data sets to practice DAX formula development
  • 1x demo model download showing specific analytical techniques

Here are the specifics for the course

Learn how to;

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  • Use advanced modelling and formula techniques
  • Use unique ideas to visualize financial reporting information
  • Solve for any financial metric you may need in your reports
  • Develop a comprehensive financial reporting tool for your team
  • Visualize historic results in a dynamic way
  • Dynamically drill into key areas of insights for better decision making
  • Design a dynamic navigation page for your reporting app
  • Layer many DAX techniques, discovering the key financial insights your require
  • Develop end to end ‘analytical solutions’ that wow data consumers


“Normally, I am not very enthusiastic about online tutorials/learning. However, I was surprised that I went through the course in one sitting and was quite excited to move from module to module. Each session sparked my interest since I could visualize how the content relates to my working environment and how I could utilize what I will continue to learn through my membership to improve our financial outputs.” – Shane Barnes

“If you are interested in learning to apply Financial Statements in your reports, this is the best course to do it. The walk-through of the course allows you to clearly understand the functionality and logic of each formula.” – Roberto Ramirez

“I cannot thank Sam and his team enough for all the wonderful and thorough videos. They were immensely helpful in taking my basic Power BI understanding to the next level. His videos on financial analysis/ segmentation/ forecasting were simply superb. Look forward to all his many more Power BI videos. Thanks again Sam!” – Pavan S



Data Model and Review
Resource Pack
Power BI model and raw data review
Financial reporting data setup and modelling
Planning your Data Model
Bringing Data in Your Model
Query editor clean ups and transformations
Financial reporting data structure tips
Developing your data model & creating the right relationships
Integrating tables together
Organizing your model well
Creating the first DAX formulas for your model
Income Statements
Initial DAX calculations
Dealing with +ve/-ve numbers
Creating rollup subtotals calculations
Embedding financial template design into report page
Overlay main DAX formula combination to template design
Options for template designs and visuals
Time comparison calculations
Other template calculation possibilities
Balance Sheets
Managing data at different granularities
Calculating subtotal amounts
Using SWITCH/TRUE logic for template design
Dealing with unique table designs and summary calculations
Creating summary table of key financial ratios
Cash Flow Statement
Creating initial DAX functions for report breakdown
Calculating the correct summary totals
Utilizing SWITCH/TRUE formula techniques
Breaking out key summary lines into new tables
Creating visuals when dealing with -ve numbers
Aged Trial Balance
Reviewing receivable reconciliations
Modelling considerations
Initial DAX formula requirements
Advanced dynamic grouping modelling and formula techniques
Visualization options
Financial Details
Dynamic visualization techniques
DAX formula implementation
Revenue Insights
Bring it all together showcasing key revenue insights
Unique DAX formula combinations
Ranking formula techniques
Simple visualization tips
Report Design and App Navigation
Colour palette & best practice visualization techniques
Creating a report navigation using unique icons and bookmarks
Course wrap up and last tips