Financial Reporting with PowerBI

Unlock the financial power of the world’s most popular Business Intelligence tools, Power BI! Build upon your basic data preparation, data modeling and DAX skills. Learn intermediate finance skills and how to apply them in Power BI dashboards, and Review basic financial terms and calculations, as well as explore dashboarding, and much more.

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Financial Reporting with PowerBI

Unlock the financial power of one of the world’s most popular Business Intelligence tools, Power BI! You’ll build upon your basic data preparation, data modeling and DAX skills. Throughout this track, you will learn intermediate finance skills and how to apply them in Power BI dashboards. You’ll review basic financial terms and calculations, as well as explore dashboarding. You will explore terms such as the time value of money and net present value. You’ll discover time series and calculate key financial metrics such as year-over-year calculations and window calculations. Consecutively, you take your skills to the next level by using basic forecast methodologies. Finally, you’ll tie it all together by strengthening your grasp of financial statements by going deeper into cash flow and income statements. You’ll calculate key financial ratios to measure and evaluate the performance of a company.

Who this course is for:

Financial analysts seeking to leverage PowerBI for creating dynamic and detailed financial reports.
Data professionals looking to enhance their skill set with advanced PowerBI features and techniques.

Business intelligence enthusiasts interested in optimizing and modeling financial data within PowerBI.

Professionals in finance and accounting roles seeking to automate their reporting processes.
Anyone interested in exploring and visualizing financial data in a meaningful and impactful way using PowerBI.
Requirements:

Basic understanding of Power BI: As this course delves into advanced features and techniques of Power BI, students should have a basic understanding of how Power BI works and its main features.
Experience with financial data: Familiarity with financial statements and key financial metrics will help students better understand the course content and apply the techniques to real-world data.
Access to Power BI software: Students will need to have Power BI installed on their computers. The course will include practical exercises that require students to use Power BI.

What you will Learn:

Master the creation of comprehensive financial reports in Power BI, effectively representing key insights in a compelling and dynamic manner.
Acquire the ability to optimize and model financial reporting data for Power BI, enhancing its usability and interpretability.

Discover how to strategically combine the correct DAX functions in your reports for optimal data analysis.

Gain a deep understanding of the myriad visualization possibilities for financial metrics, opening doors to creative and impactful data presentations.
Understand and apply advanced DAX formula combinations to solve complex calculations, enhancing your problem-solving skills.

Develop the skill to produce detailed, fully automated financial reports, saving time and increasing productivity.
Learn how to manage data from multiple tables in one model and advanced DAX formula combinations for solving certain calculations.

Course Benefits & Key Features

Financial Reporting with PowerBI’s benefits and key features.

Modules

30+ Modules.

Lessons

80+ Lessons

Practical

40+ Hands-On Labs

Life Projects

5+ Projects

Resume

CV Preparations

Job

Jobs Reference

Recording

Session Recording

Interviews

Mock Interviews

Support

On Job Supports

Membership

Membership Access

Networks

Networking

Certification

Certificate of Completion

INSTRUCTOR-LED LIVE ONLINE CLASSES

Our learn-by-building-project method enables you to build

practical or coding experience that sticks. 95% of our

learners say they have confidence and remember more

when they learn by building real world projects which is

required to work in your real life.

Get step-by-step guidance to practice your skills without getting stuck
Validate your technical problem-solving skills in a real environment
Troubleshoot complex scenarios to practice what you learned
Develop production experience that translates into real-world

.

Why Financial Reporting with PowerBI?

Learn In-demand Skills

Those with careers in data analysis learn relevant in-demand skills that span industries and add value to every digital-enabled organization.

Earn a Higher Salary

Experienced data analysts can earn up to $112,000 per year and transition into higher-paying jobs as Senior Data Analysts, Data Scientists, or Analytics Managers.

Positive Job Outlook

The data analytics market is predicted to hit $132.90 Billion USD by 2026. COVID-19 pandemic accelerated the adoption of data analytics solutions and services.

Shape the Future

Data analysts transform organizations by capitalizing on data to improve their business decisions and solve critical real-world problems.

Become a Leader

Being a central part of an organization’s decision-making processes, analytics experts often pick up strong leadership skills as well.

Data Analysis are Constantly Evolving

Data analysis moves quickly, and data analysts are constantly learning and advancing in their careers.

GreaterHeight Certificates holders are prepared to work at companies like these.

Some Alumni Testimonies

Investing in the course "Become a Data Analyst" with GreaterHeight Academy is great value for the money and I highly recommend. The trainer is very knowledgeable, very engaging, provided us with quality training sessions on all courses and was easily acessible for queries. We also had access to the course materials and also the timely availability of the recorded videos made it easy and aided the learning process..

QUEEN OBIWULU

Team Lead, Customer Success

The training was fantastic, the instructor is an awesome lecturer, relentless and not tired in his delivery. He obviously enjoys teaching, it comes natural to him. We got more than we expected. He extended my knowledge of Excel beyond what I knew, and the courses were brilliantly delivered. They reach out, follow up, ask questions, and in fact the support has been great. They are highly recommended and I would definitely subscribe to other training programs from them.

BISOLA OGUNRO

Fraud Analytics Risk Oversight Manager

It's one thing to look for just a Data Analysis training, and it's another to get the knowledge transferred through certified professional trainers. No matter your initial level of proficiency in any of the Data Analysis tools, GreaterHeight Academy would meet you there and take you up to a highly proficienct and confident level in a short time at a reasonable pace. I learnt a lot of Data Analysis tools and skills at GreaterHeight from patient and resourceful teachers.

TUNDE MEREDITH

Operation Director - Abbfem Technology

The Data Analysis training program was one of the best I have attended. The way GreaterHeight took off with Excel and concluded the four courses with Excel was a mind blowing - it was WOW!! I concluded that I'm on the right path with the right mentor to take me from a novice to professional. GreaterHeight is the best as far as impacting Data Analysis knowledge is concern. I would shout it at the rooftop to recommend GreaterHeight to any trainee that really wants to learn.

JOHN OSI PETER

Greaterheight

I wanted to take a moment to express my deepest gratitude for the opportunity to study data analytics at GreaterHeight Academy. I am truly impressed by the level of dedication and support that the sponsor and CEO have put into this program. GreaterHeight Academy is without a doubt the best tech institution out there, providing top-notch education and resources for its students. One of the advantages of studying at GreaterHeight Academy is the access to the best tools and technologies in the field.

AYODELE PAYNE

Sales/Data Analyst

It is an unforgettable experience that will surely stand the test of time learning to become a Data Analyst with GreaterHeights Academy. The Lecture delivery was so impactful and the Trainer is vast and well knowledgeable in using the applicable tools for the Sessions. Always ready to go extra mile with you. The supports you get during and after the lectures are top notch with materials and resources available to build your confidence on and off the job.

ADEBAYO OLADEJO

Customer Service Advisor (Special Operations)

Financial Reporting with PowerBI

Courses

Financial Analysis with PowerBI

This course will teach you basic and intermediate finance skills and how to apply them in Power BI dashboards.

Learn the Fundamentals of Financial Analysis in Power BI

You’ll start by reviewing some basic financial terms and calculations, as well as exploring dashboarding. As you progress, you’ll learn how to use artificial intelligence to create insightful visualizations and financial forecasts.

You’ll also learn how to use what-if parameters in scenarios and sensitivity analysis with financial data. You will explore the concept of the time value of money and its importance in financial analysis, as well as capital budgeting tools to make investment decisions that you can take with you both in your personal and professional life.

Gain the Skills to Perform Your Own Financial Analyses

By the end of this course, you will be confident in your financial skills and especially in your ability to create meaningful financial analyses and visualizations within Power BI. You’ll have the skills to use Power BI to analyze your own data sets.

4 Modules | 4+ Hours | 4+ Skills

Course Modules

In this module, you will learn basic financial concepts and apply them to creating dashboards. You will also learn how to use artificial intelligence in Power BI.

Financial Dashboards
OKR you ready?
KPIs in Power BI
Net income and profit margin
Gauging KPIs
Painless analytics
Artificial Intelligence
The truth about artificial intelligence
AI visualizations in Power BI
Looking into a crystal ball
Splitting decompositions trees
Setting up Q&A
Follow the key influencers

Here, you’ll learn how to use "What If" parameters to create a scenario and use sensitivity analysis and forecasts.

What if...?
That doesn't seem right...
Scenario forecasting in Power BI
Calculating revenue growth rates
Creating a straight line forecast for revenue
Using what-if parameters in forecasting
Sensitivity analysis
Dependent versus independent variables
Sensitivity analysis in Power BI
Analyzing change in gross sales
Analyzing change in discount/premium
Creating a sensitivity table for revenue

In this module, you will learn how to analyze investments over time with future and present value.

Future value
Classify future value terms
Future value in Power BI
Practicing future value calculations
Creating forecasts with FV
Finding the future value of annuities
Present value
Deal or Deal?
Present value in Power BI
Practicing present value calculations
Creating a savings plan with PV annuities
Value an acquisition using PV

In the final module, you’ll learn why capital budgeting is an important job for financial analysts. You will learn how to apply time value of money concepts to make business decisions, all while working to create a beautiful dashboard.

Capital Budgeting
Pick a project, any project...
Net present value and profitability index
The feeling is mutually exclusive
The best index is a profitable one
Creating a profile for NPV
Internal rate of return and payback period
Pay yourself back
IRR and payback period in Power BI
Evaluating IRResistible investments
Jumping hurdles
Finding the payback period on payback
Recap!

Time Series Analysis with PowerBI

Analyze Time-Series Data With Power BI

You've taken datasets and analyzed them from every possible angle, but did you know that there is one dimension that every analysis shares in common? That's right; it's time! Have you ever thought about how your data varies over time as well?

Practice Common Analysis Techniques

In this Time Series Analysis in Power BI course, you will work with two different datasets and practice common techniques to analyze data over time. You will start by analyzing Superstoredata for Point of Sale (PoS) data across various locations and times, where you will calculate changes with different kinds of window, period-to-date, and period-over-period functions.

Use Built-In and DAX Algorithms

Then, you will dive into financial data from Microsoft (NASDAQ: MSFT) and see how we can forecast data into the future, using both built-in and DAX algorithms to do so.

Following the course, you will have a well-rounded toolkit to tackle time series data and master the fourth dimension.

3 Modules | 4+ Hours | 3+ Skills

Course Modules

An introduction to time series data. Learn to identify common patterns and formats of time data, and transform them to meet your needs.

Fundamentals of time series data
Identifying time series analysis types
Time series variation
Analyzing birth rates
Analyzing influenza
Basics of time series data transformation
Order of operations
Transforming dates
Calculating shipping delays
Calculating receivables delay
Analyzing promotion effectiveness

Learn about and create window functions within Power BI to analyze data over a set period of time.

Window functions in Power BI
Identifying window functions
Average population
Segment performance
Rolling average sales
Rolling total quantity
Applications of window functions
Steps to calculate year over year change
Analyzing five star reviews
Historical segment performance
Discount rate distribution
Customer ranking

Learn the basics of forecasting and how to predict values in the future using different methods in Power BI.

Forecasting in Power BI
Forecasting order of operations
Forecasting types of energy consumption
Setting forecast expectations
Forecasting MSFT close price
Hindcasting MSFT close price
Forecasting in Power BI: DAX
When to use CAGR
Forecasting types of energy consumption - DAX
Creating forecasting variables
Forecasting with CAGR
Forecasting with CMGR
Course wrap-up

Introduction to Financial Statements with PowerBI

Analyzing financial statements is an important part of understanding the firm's financial health.

Examine financial statements

In this course, we will examine the financial statements of a fictitious automotive company, Larry's Automotive.

Analyze Income Statements and Balance Sheets

We will focus our analysis on the income statement and balance sheet. You will use data visualization to create custom dashboards for the firm's financial information, which will help you identify trends, KPIs, and errors.

Calculate KPIs

In addition to calculating key performance measures, such as COGs and EBITDA, we will spend time determining key profitability ratios, like profit margin. These skills will put you on a good path to becoming a financial analyst.

3 Modules | 4+ Hours | 3+ Skills

Course Modules

In this module, you'll learn the components the balance sheet and income statement and see how they are derived from the accounting equation. With this information, you will examine these financial statements using DAX and creating key measures.

The balance sheet
Accounting equation classification
Getting to know the balance sheet
Balance Sheet model overview
Getting ready for financial statements
Detecting balance sheet trends
The income statement
Income Statement vs Balance Sheet
Getting to know the income statement
Income Statement model overview
Examining EBITDA
Profit analysis

Budgetary and Forecast planning plays a key role in the financial well-being of a company. By calculating and visualizing the budget, forecast and variance, you will learn how to detect valuable business trends.

Budgetary planning
The benefits of budgeting
Budget analysis in Power BI
Variance
Finding trends
Closer look
Forecast trend analysis
Budgeted and forecasted income statement
The importance of COGS
Income statement budgeting and forecasting
Gross profit
Geographic analysis
Profit forecasting

Performance ratios are financial ratios and other information, that allows a company to determine how well they are doing. You will learn liquidity ratios and how they indicate a firms debt obligation and firm risk.

Liquidity ratios
Ratio analysis
Liquidity dashboard
Liquidity analysis
Ratio visualization
The bigger picture
Profitability analysis
Liquidity vs Profitability
Profit dashboard
Generation of sales
Return on assets
Connecting the dots
Recap!

Case Study: Mortgage Trading Analysis with PowerBI

Explore the Financial System with Power BI

In this Power BI case study, you will play the part of a newly hired junior trader on a trading desk for a mortgage originator. Enjoy this fast-paced and challenging case study as you learn the ins and outs of the financial system.

Play the Role of a Junior Trader

The flow of money through our economy happens on your desk as it trickles down from big investment banks to your lending firm to individual borrowers – and you’re the one making it happen.

Use Your Power BI Skills to Gain Insights

You will identify a population of mortgages to trade, evaluate each mortgage and each bid received from prospective buyers, and finally execute a trade. By the end of this case study, you will have sharpened your data modeling, DAX, and financial analysis skills, and you will have experienced a unique perspective on the banking industry.

3 Modules | 4+ Hours | 3 Skills

Course Modules

In this module, you will focus on getting our data ready for trading. You’ll clean up mortgage data, create loan statuses, and amortize loan balances.

Introduction to the Financial System
Roles in the financial system
Cleaning up the data
What is a mortgage?
Risky ratios
Post-close process
Ready yet?
Paying principal
Scheduled balances

Bids are in on the loans, so now it's time for you to analyze the bids and determine the winners.

Trading mortgages in the capital markets
Bids received
Compiling market data
Benchmarking
Trade premium
Weight in gold
Strike!

Now that you've struck our trades, it's time to analyze the outcomes and Sooper Mortgage's business strategy.

Pricing in profit
Full circle
Show me the money
Target profit
Story telling
Make a pricing recommendation
Congratulations!

FINANCIAL REPORTING WITH POWERBI COST

United States

$349.99

United Kingdom

£299.99

Career and Certifications

GreaterHeight Academy's Certificate Holders also prepared work at companies like:

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FAQs

Financial Reporting with PowerBI

Power BI is a powerful tool that allows your team to visualize and analyze financial and operational data swiftly and efficiently.
Power BI for finance reporting greatly reduces the manual efforts typically associated with consolidating and reporting financial data from disparate sources such as accounting systems, CRMs, and CMSs. It automates the process of data consolidation, report creation, and dashboard generation adding advance analytics and business intelligence features.

Power BI, a dynamic business analytics tool by Microsoft, empowers you to visualize data and share insights in engaging ways. You can connect to various data sources, simplify data prep, and drive ad hoc analysis. With Power BI, you can create interactive, visually appealing dashboards and reports, transforming raw data into meaningful insights for informed decision-making. It's an invaluable tool for you to bring your data to life, aiding in effective business strategies and understanding complex data easily.

GreaterHeight Academy's Power BI course introduces you to Power BI Desktop and how it is used with Power Pivot for Data Modelling. This course enables you to learn about Data Analysis Expressions (DAX) and Data Visualization with Power BI Desktop, Power View, and Power Map. This Power BI Certification course will also introduce you to Power BI Q &A, which enables you to discover, explore, and visualize enterprise data using Natural Language.

There is no prior technical knowledge required for this Power BI Training Course. However, a fundamental understanding of Microsoft Excel, Python Scripts will be an advantage. To help you brush up concepts of Python Scripts, we will provide self-paced videos absolutely free in your LMS.

Power BI is a business analytics service provided by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves without having to depend on any information technology staff or database administrator.
Power BI certification course shares knowledge on how it provides cloud-based BI services - known as Power BI Services, along with a desktop-based interface called Power BI Desktop.
It offers Data modeling capabilities including data preparation, data discovery, and interactive dashboards.

The Microsoft Power BI Training at Greaterheight Academy is for all the professionals who are passionate about business intelligence, data visualization, and data analytics. It is best suited for:

Entry-level Professionals
Business Analysts
Business Intelligence Manager
Statisticians and Analysts
Data Scientists
Project Managers

Our Power BI course is relevant for people who want to learn how to create customized visual reports and use the Power BI tools. You will get hands-on experience on real-time projects and assignments that have high relevance in the corporate world, and industry experts design the Power BI course curriculum.

PowerBI Certification Training Cost in USA, UK and NIGERIA is £300.

All online training classes are recorded. You will get the recorded sessions so that you can watch the online classes when you want. Also, you can join other class to do your missing classes.

Power BI Desktop can be downloaded for free, and a basic Power BI Service registration is also available at no charge with a business email. This offers a great start for individual report building. However, if you need to share and distribute reports within your organization, a Power BI Pro license becomes necessary.
Power BI licensing, including the Pro version, is managed via Office 365 administration. For specific details about Power BI pricing and cost, refer to the official Power BI pricing page: https://powerbi.microsoft.com/pricing/

After completing the PowerBI Course successfully, GreaterHeight Academy provides a course completion certificate for PowerBI, which is valid for a lifetime.

With your email address and mobile number, you can start enrolling in the Tableau Course through our website. You can utilize online payment options, such as Visa Credit or debit card, Master Card, American Express, etc. Before making the payment, verify the batch information.

All our mentors are highly qualified and experience professionals. All have at least 8-10 yrs. of development experience in various technologies and are trained by GreaterHeight Academy to deliver interactive training to the participants.

Yes, we do. As the technology upgrades, we do update our content and provide your training on latest version of that technology.

No. Any abuse of copyright is taken seriously. Thanks for your understanding on this one.

Yes, we would be providing you with the certificate of completion of the program once you have successfully submitted all the assessment and it has been verified by our subject matter experts.

Yes. But you can also raise a ticket with the dedicated support team at any time. If your query does not get resolved through email, we can also arrange one-on-one sessions with our support team. However, our support is provided for a period of Twelve Weeks from the start date of your course.

GreaterHeight is offering you the most updated, relevant, and high-value real-world projects as part of the training program. This way, you can implement the learning that you have acquired in real-world industry setup. All training comes with multiple projects that thoroughly test your skills, learning, and practical knowledge, making you completely industry ready.
You will work on highly exciting projects in the domains of high technology, ecommerce, marketing, sales, networking, banking, insurance, etc. After completing the projects successfully, your skills will be equal to 6 months of rigorous industry experience.

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Financial Reporting with PowerBI

Financial Reporting with PowerBI

Course Benefits & Key Features

Financial Reporting with PowerBI’s benefits and key features.

Modules

Lessons

Practical

Life Projects

Resume

Job

Recording

Interviews

Support

Membership

Networks

Certification

INSTRUCTOR-LED LIVE ONLINE CLASSES

Why Financial Reporting with PowerBI?

Learn In-demand Skills

Earn a Higher Salary

Positive Job Outlook

Shape the Future

Become a Leader

Data Analysis are Constantly Evolving

GreaterHeight Certificates holders are prepared to work at companies like these.

Some Alumni Testimonies

QUEEN OBIWULU

BISOLA OGUNRO

TUNDE MEREDITH

JOHN OSI PETER

AYODELE PAYNE

ADEBAYO OLADEJO

Financial Reporting with PowerBI

Courses

Module 1: Financial Dashboards

Module 2: What If

Module 3: Time Value of Money

Module 4: Capital Budgeting

Module 1: Introduction to Time Series Data

Module 2: Working with Window Functions

Module 3: Looking Ahead with Forecasting

Module 1: The Evolution of the Financial Statement

Module 2: Budgetary Planning

Module 3: Company Performance and Financial Analysis

Module 1: Mortgage Data

Module 2: Trade on

Module 3: Trade Profit Analysis

FINANCIAL REPORTING WITH POWERBI COST

United States

United Kingdom

Career and Certifications

Our Advisor is just a CALL away

+1 5169831065 +447474275645

Available 24x7 for your queries

Talk to our advisors

Financial Reporting with PowerBI

Why Power BI for Finance Reporting?

What is Power BI and what is it used for?

What is the Power BI Course?

What are the prerequisites for GreaterHeight Academy's Power BI Training Course?

Why learn Power BI?

Who should go for this Microsoft Power BI Training?

How much does the PowerBI Course Cost?

What If I miss my online training class?

Is Power BI free? How is Power BI Pricing Structured?

Who provides the PowerBI certification, and how long is it valid?

How do I enroll in this PowerBI Course?

Who are your mentors?

Do you provide training on latest technology version?

Can I share my course with someone else?

Do you offer certificate of completion?

Can I request for a support session if I need to better understand the topics?

What kind of projects are included as part of the training?

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