Power BI for Financial Reporting is the definitive guide to designing high-performance, flexible, and insightful financial reports using Power BI. This book empowers finance and BI professionals to create everything from trial balances to enterprise-wide performance dashboards with ease and precision.
The book starts by helping you define your reporting goals and data sources, mapping these needs to Power BI’s capabilities. You’ll then build a core financial data model—covering ledger transactions, charts of accounts, and multi-company support. As you proceed, you’ll integrate complex DAX measures, handle foreign exchange and journal entries, and extend your model with budgeting and inventory data.
Each chapter builds toward a comprehensive suite of reports, complete with visual best practices and tested metrics. You’ll learn to streamline datasets using Power Query, test for data integrity, and generate printable reports via Power BI Paginated. The final chapters dive into using AI, predictive analytics, and Microsoft Fabric to future-proof your reporting.
Whether you're consolidating data across systems or evolving your reports for changing business needs, this hands-on guide ensures you’re prepared to meet the demands of modern finance.

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Spis treści

Financial Modeling and Reporting with Microsoft Power BI. Build models, KPIs, and modern finance reports in Power BI from scratch eBook -- spis treści

• 1. Understanding your needs and data sources
• 2. The Basic Model for Financial Reporting
• 3. Creating A Trial Balance and Income Statement
• 4. Common DAX Measures
• 5. Handling Journal Entries
• 6. Streamlining with Power Query
• 7. Incorporating Budgets
• 8. Managing Inventory Data
• 9. Creating a suite of financial reports
• 10. Testing and fine tuning your data
• 11. Printable Financial Statement with Power BI Tabular
• 12. Financial Reporting in an AI-driven world
• 13. Evolving and Maintaining your reports