Income Statement Analysis with Power BI
Learn how to use this powerful analytic tool Microsoft Power BI to perform income statement analysis, predictive analytics and advanced-level dashboard designs. To achieve this we shall use a Publicly Listed Company’s Income Statement as a Case Study.
This course includes:
- 10+hours on-demand video
- 9 downloadable resources
- Full lifetime access
- Certificate of completion
This course is a beginner to intermediate-level course on Mastering Power BI and how to analyze and present Income Statements to your audience.
What you will learn:
- What the 3 core financial statements are and how they are related
- Understand Power BI Thinking: What data models and relationships are, and how they work
- Introduce a real-life case study to analyze financial performance using Power BI
- Learn how to extract, transform and load Income Statement data from a company’s published financial reports (Power BI’s ETL process)
- Create a custom data model and schema for the case study company
- Use Basic Data Analysis Expressions (DAX) to prepare the Income Statement.
- Dive deep into the Income Statement and learn how to do Margin Analysis (Common Size Analysis) and Variance Analysis using DAX
- Move a notch higher to perform complex calculations with DAX functions such as CALCULATE to identify the key levers of performance.
- Learn how to do Predictive Analysis through Scenario Analysis (What IF) in Power BI
- Completed Case Study PBIX file (Power BI file)
- Case Study Source files
Course Content
01. Introduction
02. Understanding Financial Statements
03. Power BI Fundamentals
04. ETL+Modelling
05. Creating the Executive Summary (Page 1)
06. Creating the Detailed P&L Page (Page 2)
07. Creating the Decomposition Trees (Page 3)
08. Understanding the Performance Drivers (Page 4-8)
09. Predictive Analytics with Scenario Analysis (Last Page)