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Power BI for Finance and Accouting

Building Financial Statements

Unlock the potential of Power BI as a tool for Finance and Accounting professionals. In this course you will learn how you can develop income statements, balance sheets and cash flow statements with ease using Power BI.

Advanced        11 Lessons        180 Minutes        CPD Credits
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About This Course

Power BI, in the right hands, can significantly improve the efficiency and efficacy of your financial reporting. In this course you will explore the ideal layout for analyzing financial data in Power BI.

You will prepare your data for analysis using the Query Editor. You will then develop an Income Statement, Balance Sheet and Cash Flow Statement. You will finally explore the options for analyzing your data and calculating ratios and other metrics using DAX.

By the end of this course, you will be fully equipped to load transform and analyze real world financial data using Power BI.

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Learning Outcomes

  • Explain the ideal layout of financial data for analysis in Power BI
  • Transform financial data using the Query Editor
  • Develop an Income Statement, Balance Sheet, and Cash Flow Statement in Power BI
  • Analyze financial statements using visualizations
  • Calculate ratios and other metrics using DAX formulas
  • Improve the appearance of a large financial report
  • Evaluate different sources of financial data


1. Course Introduction
2. Exploring the Dataset
3. Transforming the Data
4. Building the Income Statement
5. Analyzing the Income Statement
6. Creating the Balance Sheet

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7. Analyzing the Balance Sheet
8. Creating the Cash Flow Statement
9. Analyzing the Cash Flow Statement
10. Optimizing the Report
11. Considering Ledger Data
Learning Certificates

Showcase Your Skills

Each time you complete a course exam, you earn a certificate that demonstrates your proficiency in that subject matter. We are proud to be able to say that Kubicle certificates are recognized by the most respected employers from around the world.

When you earn internationally-recognized certificates, you increase confidence. And when you enhance your ability, speed and accuracy, you increase your employability.

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