Automation of Financial Statements in Power BI (Batch-14)
in Advanced Power BIWhat you will learn?
Automate financial statements such as Profit & Loss, Balance Sheet, and Cash Flow using Power BI
Design and model financial data structures suitable for real-time reporting
Use advanced DAX formulas for financial metrics and period-based calculations
Build interactive financial dashboards with slicers, KPIs, and dynamic visuals
Streamline month-end and year-end reporting through automation
Improve data accuracy, consistency, and transparency in financial reporting
Apply Power BI tools to real-world financial scenarios and business cases
Support strategic decision-making using financial insights from automated reports
About this course
The course emphasizes real-world application through project-based learning and case studies that reflect complex financial scenarios. You'll create detailed financial dashboards that provide valuable insights to stakeholders and help drive strategic business decisions. Every concept is reinforced through practical exercises designed to prepare you for real financial reporting challenges.
Course Benefits
This course offers a well-rounded learning experience, covering both foundational and advanced Power BI techniques tailored to financial reporting. You'll gain hands-on experience with real datasets and projects that mirror actual business cases. Learning from experienced industry professionals, you’ll acquire high-demand skills that enhance your value as a finance or analytics professional. The course also includes interactive live sessions and exercises to reinforce key concepts and promote active learning.
Certification
Upon successful completion of the course, you will receive a Certificate of Completion from Brain Analytics, recognized by finance and analytics professionals across the industry. This certification demonstrates your proficiency in automating financial statements and conducting advanced financial analysis using Power BI.
Requirements
Power BI Desktop installed (free from Microsoft)
Windows 10 or later operating system
Familiarity with Microsoft Excel is recommended
No prior Power BI experience required, but basic data handling skills help
FAQ
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This session provides a practical overview of financial reporting automation using Power BI and Excel. It covers key topics such as preparing financial statements, GL accounts, multi-branch reporting, and financial planning. Participants learn to build income statement templates, apply row indexing, and use DAX for calculations. The training also includes database modeling, Excel-based tools like auto calendars and date tables, and advanced techniques such as variable usage, budgeting, and profitability analysis—offering a solid foundation in automated financial reporting.
This session focuses on financial calculations, budgeting techniques, and integrating tools like Power BI, Excel, and InDesign for enhanced financial reporting. Key topics include database connections, cost and expense analysis, P&L calculations, and variance reporting. Participants learn to apply financial formulas, use variables in budgeting, validate data, and automate calculations across systems. The session also covers the creation of financial statement templates, graphs, KPIs, and revenue visuals, with practical demonstrations on Excel-Power BI integration and presentation tools like InDesign. It concludes with advanced techniques in variance analysis and financial visualization for effective storytelling.
This session provides an in-depth walkthrough of balance sheet creation, financial formula application, and analysis techniques using Power BI, Excel, and spreadsheet tools. It begins with core data calculation methods and progresses into building, modifying, and analyzing financial reports, including Profit & Loss, Balance Sheets, and Cash Flow Statements. Participants explore running total formulas, current ratio analysis, and troubleshooting financial logic. The session also covers database management, cash flow automation, and advanced formula adjustments for real-world financial scenarios. Practical demonstrations include managing directories, integrating Excel-based tools, and preparing date dipping tables for enhanced financial tracking and reporting.
This session focuses on cash flow planning, fixed asset management, and the creation of dynamic financial reports through data modeling and visualization. It begins with best practices for financial planning and identifying common asset management mistakes, followed by building relationships in financial tables and enhancing data visibility. Participants explore techniques for presenting data effectively, customizing graph cards, and developing interactive web-based financial dashboards. The session also covers budgeting, revenue calculation for decision-making, and the use of unique data tables to improve reporting structure. Emphasis is placed on creating meaningful relationships in data models for more accurate, dynamic, and scalable financial reporting.
Build a complete financial model with key statements and KPIs, and present it in one dashboard using the provided data.
Note: Assignment will be available after the live session ends. Pending upload from instructor.
