Financial Modeling and Reporting with Microsoft Power BI
Build models, KPIs, and modern finance reports in Power BI from scratch
ACTGCreated by Shailan Chudasama, Andy Clark, Tom Gough
Discover how to use Microsoft Power BI to create robust financial models and dynamic reports that clarify your organization's financial data. You'll learn how to optimize calculations, build performance dashboards, and bring greater insight and control to your finance processes.
Packt | May 2026 | 350 min
What You Will Learn
You'll start by mapping your reporting needs to Power BI's features and building a core financial data model. As you progress, you'll integrate DAX calculations, handle complex data like foreign exchange and budgets, and apply visual best practices. Real-world scenarios and step-by-step guidance make each concept practical and actionable.
Key Features
- Build a flexible financial data model for ledgers, journals, and budgets
- Master DAX to create income statements, KPIs, and performance dashboards
- Produce printable and predictive reports using Power BI Paginated and AI tools
Target Audience
Ideal for finance professionals, analysts, accountants, and BI developers with some Power BI experience who want to automate and modernize their financial reporting. If you're looking to consolidate data, build advanced reports, or future-proof your finance analytics, you'll find practical skills and strategic insights here.
