Financial modelling in Power BI

Explore Microsoft’s business intelligence and data visualisation tool – the way forward for financial modelling

Overview

Power BI – Microsoft’s self-service business intelligence and data visualisation tool – is becoming both more versatile and more popular.

Today’s analysts need to use the best, most powerful and flexible analytical software for their work. More and more finance professionals are using Power BI and seeing the benefit.

This pack looks at the way forward for financial modelling. Many working in banking and finance are creating their financial models in Excel and then importing them into Power BI for graphical interpretation and further analysis. This pack will give you the skills you need to bypass the Excel stage and build the model directly into Power BI.

Learning outcomes
Additional information

You will learn:

how Power BI’s powerful DAX language allows you to drill down on reporting detail
how best practice modelling techniques may be administered in Power BI
what order to build a financial statement in Power BI and why
how to build control accounts in DAX and Power BI visualisations to construct real-time three-way integrated financial statements in Power BI.

This pack contains a collection of interactive slides and videos for you to follow, and exercises for you to complete within Excel.
This pack requires you to download Power BI Desktop and register for the Power BI Service.
This pack requires you to use (for Windows) Excel 2016 (or newer), Excel for the web or Excel 365; (for Mac) Excel 2021.
The recommended operating systems for Windows are Windows 10 or 11; for MacOS is Big Sur 11 or later.
This pack requires you to have a basic understanding of Microsoft Excel.
CPD certificate is available upon successful completion of the pack.
12-month access.

Price

Price 400 GBP

Location

Global

Date & time

On demand

Book on ACCA Learning

Course providers