Power BI for Accountant 1: Engaging Custom Financial Statements

Author

Jianyuan(Andy) Hu

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

12 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

    1. are tasked/interested in building custom financial reports with Power BI and have access to ledger-level details as a data source,

    2. want to advance skills in developing Power BI report products, or

    3. want to improve effectiveness of data visualization and dashboard desgins;

  • Managers, especially who

    1. seek inspirations to improve team’s financial reporting productivity with Power BI,

    2. lead financial reporting modernization projects,

    3. want to understand common best practices contribute to effective data visualization, or

    4. want to stay relevant with staff and colleagues about Power BI and effective data visualization techniques

Prerequisite(s)

To fully enjoy the hands-on experience, prospective auidence should have

  • Introductory understanding Microsoft Power BI (Power Query, DAX, Relational Database Modelling) is required.
  • Ideally with hands-on expereinces of building solutions with Microsoft Power BI.

To fully engage in this course, please ensure you have access to a personal computer (Windows or macOS) and are prepared to install the necessary tools prior to the seminar. This will allow you to follow along with the hands-on exercises and make the most of the learning experience.