Financial Modelling in Power BI Master Subtotals, Functions, and Advanced Excel Tricks in Minutes!

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Financial Modelling in Power BI
by Liam Bastick
English | 2024 | ISBN: 9781837020614 | 355 pages | True PDF EPUB | 62.35 MB

Explore Power BI for financial modeling. This book enables you to learn data preparation, DAX optimization, and creating advanced visualizations and reports. You will also be equipped to automate workflows and create dynamic models. Key Features: * A clear explanation of financial modeling concepts and methodologies * Coverage of financial modeling concepts and Power BI tools * A clear breakdown of DAX functions for precise financial analysis Book Description: This book introduces readers to the fundamentals of financial modeling using Power BI, starting with an overview of the tool and best practices for creating robust, transparent, and flexible models. Early chapters lay the groundwork by explaining financial statement theory and control accounts, essential concepts for any financial analyst. Readers are guided step-by-step through creating parameters and calculating sales, ensuring a solid foundation in Power BI's core functionalities. As the book progresses, readers delve into more advanced topics such as inventory calculations, operating and capital expenditures, and tax computations. Practical examples and hands-on exercises make complex concepts like DAX functions, FIFO inventory modeling, and control account measures accessible to users of all experience levels. Detailed sections on cash flow statements, income statements, and balance sheets tie the lessons together, showing how these elements integrate into a comprehensive financial model. The final chapters explore advanced features like interest and debt modeling, recursion aversion, and equity calculations, culminating in the creation of fully dynamic and optimized models. Readers also learn to design compelling visualizations to present financial insights effectively. By the end of the journey, users will have the tools and confidence to apply their knowledge to real-world scenarios, mastering financial modeling with Power BI. What you will learn: * Understand how to format data for subtotals * Learn to sort and organize complex data sets * Apply advanced subtotal tricks and techniques * Use VBA to automate subtotal calculations * Create custom subtotal reports with formatting * Leverage Power Query to replace subtotals Who this book is for: This book is ideal for finance professionals, analysts, and business intelligence enthusiasts who want to leverage Power BI for financial modeling. Readers should have basic familiarity with Power BI and Excel. The content is suited for intermediate to advanced users who aim to build dynamic, scalable financial models.


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