Power BI for Accountant 1: Engaging Custom Financial Statements
Description
This session is to equip accountants with strong foundations to create custom financial statements, without relying on additional paid add-ons. We will build a financial reporting package with hands-on project connecting a simulated general ledger database. We will also cover best practices for data visualizations and dashboard design to enhance communication effectiveness, which can be easily overlooked. This session is a specialty Power BI lab that focuses on techniques beyong introductory level, so it is recommended for audience already understand the basics of Power BI.
Length
8 hours.
Key Takeaways
Upon completion of this course, you will understand:
- How to create and customize financial statements with Power BI
- How to work with databases as a data source with Power BI
- Basics about relational database and why it matters to your Power BI projects
- How to choose the proper chart types to communicate different types of financial information
- Best practices in data visualizations and dashboard design
- Analytics engineering mindset and product management mindset and why they matter deeply to your Power BI projects
Target Audience
This seminar appeals to several demographics:
Analysts/staff accountants, especially who
are tasked/interested in building custom financial reports with Power BI and have access to ledger-level details as a data source,
want to advance skills in developing Power BI report products, or
want to improve effectiveness of data visualization and dashboard desgins;
Managers, especially who
seek inspirations to improve team’s financial reporting productivity with Power BI,
lead financial reporting modernization projects,
want to understand common best practices contribute to effective data visualization, or
want to stay relevant with staff and colleagues about Power BI and effective data visualization techniques
Prerequisite(s)
Basic understanding and hands-on expereinces of Microsoft Power BI is required.