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Power BI is the most widely used Business Intelligence tool globally. Most organisations have Power BI included in their Office 365. Power BI is commonly used to build beautiful and insightful dashboards to help users make sense of their data, analyse their data and set up KPI reporting as required.

But Power BI can offer so much more; our workshop teaches you how to build and automate Tabular Reports require for you management accounts. You will build a P&L report/template with hierarchies that can be automatically populated each month. We will also show you examples of Balance Sheet, Cash Flow, Debtors/Creditors, Sales reports. We will even show you how to drill down to transactions for exception reporting.

The workshop is a 1.5hr session and covers:

  • How to create the appropriate model for financial reporting
    • Power Query
    • Relationships
  • What to do with Signage
  • Calculating Actual vs Budget in the model
  • DAX for Finance
    • YTD Measures
    • Calculating previous year total
    • Comparing to same period last year
  • Visualising the P&L
    • Formatting options with Matrices
    • Visuals for tracking against a target
    • Creating a drill through page for transactional data
    • Slicers
    • DAX for look and feel.

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Fully booked!