Power BI for Finance is a hands-on guide for finance professionals, from CFOs to accountant, who want to use Power BI to streamline and enhance financial processes. Starting with the foundation of every effective BI solution—a well-designed data model—the book shows how to structure star schemas and integrate common financial data sources such as ERP and accounting systems.
You’ll then dive into implementing key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports such as income statements, balance sheets, and cash flows, including formatting best practices and visual design tips.
With dedicated chapters on advanced workflows, you will learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as rolling forecasts, annual budgets, and S&OP. Real-world case studies cover company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The book also explores AI and Copilot to enhance financial analytics.

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Spis treści

Power BI for Finance. Designing Effective Dashboards, Models, and Forecasts for Finance Teams eBook -- spis treści

• 1. Introducing Power BI for Finance
• 2. The Optimal Data Model For Financial Requirements
• 3. Financial Logic Calculations
• 4. Variance Calculations
• 5. Information Design Principles - IBCS Success Rules
• 6. Financial Reports
• 7. Better Together: Power BI and Excel For Financial Requirements
• 8. Multi Currency
• 9. Group Reporting
• 10. Rolling Forecasts
• 11. Valuations / discounted cash flow
• 12. Write-back Options
• 13. Integrated Planning
• 14. Using Language Models and Copilot in Power BI to Improve Financial Analysis