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Power BI for Financial Reporting & Analysis

Learn Power BI and DAX to prepare financial statements and perform financial statements analysis.

Intermediate 5(2 Ratings)

0 Students completed this course

Created by MD. Morshedul Alam ACMA
Last updated Sun, 31-Mar-2024 Bangla
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Unlock the power of Financial Statements preparation and Financial Data Analysis with our comprehensive course. This course is your gateway to mastering Financial Statements preparation and Financial Data Analysis through the powerful Business Intelligence Software, Power BI.

 The course's primary objective is to equip individuals, even those with no prior Power BI background, with the skills required to proficiently utilize this powerful program for the preparation of various Financial Reports and Analytics.

 The goal of this course is to make you an expert in using advanced techniques and special formulas called DAX to solve financial challenges. You will learn creative ways to make financial data easier to understand and share with others. You will become skilled at creating different financial reports like income statements, balance sheets, cash flow statements, and trial balances. You can customize these reports to fit your team's specific needs.

 Throughout the course, you will acquire the following essential skills:

  • Foundational Competence: Commencing from square one, you will embark on a journey through the fundamentals of Power BI, including data import, data modeling, and data analysis techniques using DAX.
  • Financial Statement Preparation: Develop the skills to create indispensable Financial Statements, such as the Profit and Loss Statement (Income Statement), Balance Sheet, and Cash Flow Statement.
  • Financial Ratio Analysis: Learn to calculate and interpret vital Financial Ratios that offer insights into Profitability, Liquidity, Financial Risk, and Operational Business Efficiency.
  • Dynamic Financial Dashboards: Discover the art of crafting visually stunning and highly interactive Financial Dashboards for each component of financial statements along with GL and Trial Balance, enhancing the way data is presented and understood.

Power BI is the preferred tool for reporting and analysis in leading organizations, and acquiring this skill, particularly with a specialized focus on financial applications, can significantly elevate your professional profile.

Even if you possess only a basic understanding of Financial Statements, you are well-prepared to embark on this transformative learning journey. No prior knowledge of Power BI or technical expertise is required. However, it's important to note that Power BI Desktop is compatible exclusively with Windows operating systems.

Benefit from the expertise of an instructor who is a qualified Cost and Management Accountant (CMA) from ICMAB with 7+ years of extensive experience in Accounting, Reporting, and Business Intelligence systems.

What will i learn?

  • Learn basic features of Power BI
  • Learn how to design financial data for Power BI
  • Learn how to import and model data in Power BI
  • Learn basic visualization techniques
  • Calculate financial Ratios and analyze financial data to assess business performance
  • Prepare beautiful & dynamic financial reporting & analytics dashboards
  • Learn the use of DAX to prepare financial statements in Power BI
  • Learn and apply the concept of Drill-Through concept of Power BI
  • Learn the usage of advanced DAX functions for dates
  • Develop skill to produce automated financial reports, saving time and increasing productivity
  • Prepare Financial Statements: Profit & Loss Statement (Income Statement), Balance Sheet, Cash Flow Statement, & The Statement of Changes in Equity
Requirements
  • Basic Excel Knowledge
  • Basic Knowledge of Chart of Accounts
  • Basic Knowledge of Financial Statements
  • Willingness to learn essential DAX functions
  • Power BI software installed in the laptop / computer

MD. Morshedul Alam ACMA

Corporate professional with more than 7 years of experience in costing, cash flow planning, budgeting, financial reporting, internal auditing and business analytics. He is a qualified Cost and Management Accountant (CMA) from ICMAB. He has adequate knowledge of advance excel and Power BI to formulate complex financial models, dashboards and analytics. Also, he is founder and chief content creator of Analyst Skill.

4 Reviews | 5 Courses
IAS IFRS Financial Modeling Financial Reporting Costing Cost Control Budgeting Financial Analysis Excel Power BI Analytics
Founder, CEO and Lead Trainer of Analyst Skill.Professional Accountant - Qualified CMA from ICMABWorking as online trainer in costing, budgeting, financial reporting & analytics do...
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আপনার Power BI সম্পর্কে পূর্বে কোন ধারণা না থাকলেও আপনি এই কোর্সটি করতে পারবেন। এই কোর্সে Power BI তে ফাইনানশিয়াল স্টেটমেন্টস তৈরি করার কাজ একদম বেসিক থেকে দেখানো হবে।

কোর্সটিতে মোট ৬০ টিরও বেশি লেসন হয়েছে। কোর্সটি ৮ ঘণ্টার একটি প্রি-রেকর্ডেড কোর্স।

না, কোর্সটিতে কোন ডিস্কাউন্ট নেই। তবে কোন সময় ডিস্কাউন্ট দেয়া হলে তা জানিয়ে দেয়া হবে।

জ্বী, আপনি কোর্সটির সবগুলো লেসন সম্পূর্ণ করার পর Course Completion সার্টিফিকেট পেয়ে যাবেন।

জ্বী, অবশ্যই। যেহেতু আমাদের অ্যানালিস্ট স্কিল কর্পোরেট সেক্টরে একটি সুপরিচিত নাম এবং আমাদের ট্রেইনাররা ইন্ডাস্ট্রি এক্সপার্ট ট্রেইনার, আমাদের কোর্সের সার্টিফিকেটের মাধ্যমে আপনি আপনার স্কিল বিভিন্ন কোম্পানিতে প্রদর্শন করতে পারবেন। চাইলে লিংকডইনেও এটাচ করতে পারবেন কোর্স সার্টিফিকেটগুলো।


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Course Reviews & Ratings(5 Out of 5.00)


Md. Shahidul Islam
17/05/2024
its a great.
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Syed Shahriyar Hossain
24/11/2023
যথেষ্ট গুছিয়ে কোর্সটি ডিজাইন করা হয়েছে। এক্সেলে GL আর Charts of Accounts থেকে কিভাবে Power BI তে ফাইন্যান্সিয়াল স্টেট...
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