Power BI for FP&A and Financial Reporting

Descripción

Financial reporting is one of the most common use cases for Power BI. In this course, you'll learn how to build a professional financial reporting dashboard from scratch using Power BI and real-world FP&A (Financial Planning and Analysis) reporting concepts. Whether you're an FP&A professional, finance analyst, controller, accountant, or Power BI developer supporting finance teams, this course will teach you how to transform raw financial data into meaningful management reports that support better business decisions. Unlike many Power BI courses that focus primarily on visuals and technical features, this course combines Power BI development with the financial reporting concepts used by finance teams every day. Throughout the course, we'll build a complete P&L reporting dashboard that allows users to: • Analyze Actual, Budget, Forecast, and Last Year performance • Perform variance analysis across multiple scenarios • Drill from high-level P&L summaries into detailed reporting lines • Switch between reporting currencies dynamically • Explore financial results using interactive slicers and filters • Identify favorable and unfavorable variances quickly • Create executive-friendly management reports Along the way, you'll learn how to: • Connect and consolidate multiple financial files using Power Query • Transform and prepare financial data for reporting • Structure financial data models using best practices • Build P&L hierarchies and drill-down reporting structures • Create dynamic DAX measures for financial reporting • Implement scenario-based reporting logic • Design dashboards specifically for finance audiences • Apply visualization principles used in professional management reporting What You'll Build By the end of the course, you'll have built a complete financial reporting dashboard featuring: • Interactive P&L reporting • Budget vs Actual analysis • Forecast vs Actual analysis • Last Year comparisons • Variance reporting • Drill-down hierarchy navigation • Dynamic currency selection • Professional dashboard formatting More importantly, you'll understand not only how to build the dashboard, but also why finance teams structure reports the way they do. Who This Course Is For • FP&A professionals • Finance managers • Commercial finance analysts • Business controllers • Accountants • Power BI developers supporting finance teams • Students interested in financial reporting and analytics Prerequisites This is an intermediate-level Power BI course. Students should be familiar with basic Power BI concepts such as importing data, creating simple visualizations, and navigating the Power BI interface. Basic knowledge of financial statements is helpful, but no prior experience building financial reporting dashboards is required.

Lo que aprenderás

• Build a professional P&L reporting dashboard in Power BI from scratch using real-world financial reporting techniques
• Create interactive Actual vs Budget, Forecast, and Last Year variance analysis reports used by FP&A and finance teams
• Design drill-down P&L hierarchies that allow users to move from summary results to detailed financial drivers
• Prepare, transform, and model financial data using Power Query and Power BI data modeling best practices
• Develop DAX measures for financial reporting, scenario analysis, calculated P&L lines, and dynamic currency reporting
• Apply finance-focused dashboard design principles to create clear, executive-friendly management reports

Requisitos

• Basic familiarity with Power BI is recommended (loading data, creating simple visuals, and navigating the interface).
• Basic understanding of PNL such as Revenue, Costs, Gross Profit, and Net Profit will be helpful but not mandatory
• A Windows PC with Power BI Desktop installed (free download from Microsoft).