Power BI for Finance
Design effective dashboards, models, and forecasts for finance teams
Created by Martin Kratky
Discover how to streamline financial reporting and planning by leveraging Power BI. You will learn to build effective data models, implement financial logic, and create dynamic dashboards tailored for finance teams. Gain practical skills to enhance budgeting, forecasting, and valuations using real-world scenarios.
Packt | Nov 2025 | 330 min
What You Will Learn
You will work through hands-on exercises that guide you in structuring financial data, applying calculation logic, and building interactive dashboards. Real-world examples and practical workflows help you master advanced topics like multi-currency handling, group consolidation, and planning models. Each step focuses on actionable skills for immediate use.
Key Features
- Build optimal star schema data models for financial analysis and planning
- Implement financial logic, including calendars and variance calculations, in Power BI
- Design dynamic, formatted reports for income statements, balance sheets, and cash flow
Target Audience
Ideal for finance professionals such as CFOs, FP&A managers, controllers, and accountants who already have some experience with Power BI and financial concepts. If you want to elevate your reporting, planning, and forecasting skills using modern BI tools, you will find these techniques directly applicable to your daily work.
