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Power BI - Profit and Loss Statement Analysis

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2:28:48

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  • 1 -Course Introduction.mp4
    01:35
  • 2 -Dashboard Overview.mp4
    03:02
  • 3 -Project Files.zip
  • 3 - Download Course Resources.html
  • 1 -Introduction.mp4
    01:05
  • 2 -Data & Layout.mp4
    02:24
  • 3 -Account Groupings.mp4
    07:29
  • 4 -Format Groupings.mp4
    04:50
  • 1 -Uploading Data.mp4
    06:19
  • 2 -Date Table.mp4
    13:59
  • 3 -Relationship.mp4
    05:56
  • 1 -Introduction.mp4
    02:34
  • 2 -P&L Measure.mp4
    28:11
  • 3 -Gross Profit.mp4
    01:57
  • 4 -Net Profit.mp4
    01:49
  • 1 -Introduction.mp4
    01:07
  • 2 -Slicer, Title Card and Icons.mp4
    09:25
  • 3 -Monthly Analysis.mp4
    17:09
  • 4 -Yearly Analysis.mp4
    03:04
  • 5 -Trend Analysis.mp4
    08:25
  • 1 -Introduction.mp4
    01:31
  • 2 -Selection and Bookmarks.mp4
    06:31
  • 3 -Icon Settings.mp4
    02:59
  • 1 -Customized Year.mp4
    02:43
  • 1 -Report Analysis.mp4
    04:38
  • 1 -Bonus Lecture.mp4
    10:06
  • Description


    Monthly Analysis, Yearly Analysis and Trend Analysis

    What You'll Learn?


    • Power BI Fundamentals: Covering data import, data modeling, analysis, and visualization techniques.
    • Financial Statement Preparation: Creating Profit & Loss Statements (Income Statements).
    • Monthly Profit & Loss Analysis: Conducting detailed monthly reviews of financial performance.
    • Yearly Profit & Loss Analysis: Performing comprehensive yearly evaluations of financial statements.
    • Trend Analysis: Developing charts to analyze trends in gross profit and net profit.
    • Matrix Table Formatting: Utilizing DAX formulas to format tables and perform calculations.
    • Comprehensive Profit Calculations: Displaying Gross Profit, Gross Profit %, EBITDA, EBIT, EBT, and Net Profit in a single table.
    • Dynamic Financial Dashboards: Designing visually appealing and interactive financial reporting and analytics dashboards.

    Who is this for?


  • This Project-Based Course is designed for Business Analysts, Account Professionals, and Power BI Developers who want to gain expertise in analyzing Profit and Loss/Income Statements. You'll develop your analytical skills through hands-on demonstrations and assignments.
  • What You Need to Know?


  • Understanding of Power BI
  • Basic knowledge of Income Statements
  • Familiarity with DAX (Data Analysis Expressions)
  • More details


    Description

    To prepare Financial Statements and Analyze Financial Data, Power BI is the top choice for professionals and organizations due to its robust business intelligence capabilities. However, the extensive features of Power BI can introduce complexities, making expert training essential for effectively creating financial reports and analytics.


    Our goal is to equip you with the skills necessary to build and enhance Income Statement analyses using Power BI. This course is designed to provide a comprehensive understanding of the entire analytical process, ensuring you feel confident and capable in your financial analysis.


    • Skill Development:

      • We aim to help you master the key components of Income Statement analysis, empowering you to derive valuable insights from financial data.

    • Data Setup:

      • You will learn how to effectively set up your data within Power BI, including importing data from various sources and organizing it for analysis.

    • Creating Accounting Groups:

      • We’ll guide you in creating relevant accounting groups, which are essential for categorizing financial data accurately and making your analyses more meaningful.

    • Detailed Calculations:

      • You will perform in-depth calculations using DAX (Data Analysis Expressions), enabling you to calculate key financial metrics like Gross Profit, EBITDA, and Net Profit with precision.

    • Visualization Techniques:

      • The course will cover effective visualization strategies to present your findings clearly and compellingly, ensuring that your analyses communicate insights to stakeholders effectively.

    • Hands-On Learning:

      • Through practical exercises and real-world scenarios, you will apply your knowledge, reinforcing your skills and boosting your confidence in using Power BI for financial analysis.

    • Outcome Focus:

      • By the end of the course, you will have a solid foundation in analyzing Income Statements and the ability to create impactful financial reports that drive informed decision-making.

    This comprehensive approach ensures you not only understand the theoretical aspects but also gain practical skills that can be applied in your professional role.

    Who this course is for:

    • This Project-Based Course is designed for Business Analysts, Account Professionals, and Power BI Developers who want to gain expertise in analyzing Profit and Loss/Income Statements. You'll develop your analytical skills through hands-on demonstrations and assignments.

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    Students take courses primarily to improve job-related skills.Some courses generate credit toward technical certification. Udemy has made a special effort to attract corporate trainers seeking to create coursework for employees of their company.
    • language english
    • Training sessions 24
    • duration 2:28:48
    • Release Date 2024/12/24