Workshop: Building Financial Ratios and Dynamic Income Statement Measures

Taking the solution from the course “The Foundations of Power BI Analytics” as a starting point, here we will build financial ratios (e.g. Cost:Income ratio) and the measures we need for an Income Statement in Power BI using the default matrix visual. This will leverage our Income Statement Rows “helper” table to define the layout, and a dynamic calculation in DAX to calculate either total Actuals/Budget (based on our relationships via the Chart of Accounts), Subtotals (E.g. Gross/Net Profit) or custom calculations (e.g. Margins). We will also look at dynamically formatting the calculations – e.g. depending on whether it is a percentage or currency value, and whether the Income Statement is showing consolidated values across multiple organisation units (in which case it will show values in reporting currency) or a single organisational unit (with values formatted according to the local currency e.g. £ or €).

After this module you will know how to use a helper table to define the layout(s) required for the Income Statement, build a chain of measures to dynamically show the right totals/subtotals/calculations and format the measures with a dynamic format string.

📅 Tuesday, 10 June 2025

⏰ 4:00 pm – 6:00 pm BST (11:00 am – 1:00 pm EST)

Field of Study: Finance (2 CPE Credits) 2 CPD Hours

Workshop: Enhancing the Income Statement with formatting, Report page tool tips and drill-through

Building Interactivity into a Power BI report is what really allows your stakeholders to “self-serve” on the data – e.g. honing in on areas of interest by drilling through from a line on the Income Statement to the underlying journals/transactions that make it up, or being able to hover over a point on the Income statement to see the breakdown throughout the month using report page tooltips.

After this module the Income Statement matrix will be in a fixed format with the right hierarchy, and will leverage some of the Power BI interactivity features to allow for exploratory analysis.

📅 Tuesday, 17 June 2025

⏰ 4:00 pm – 6:00 pm BST (11:00 am – 1:00 pm EST)

Field of Study: Finance (2 CPE Credits) 2 CPD Hours

Workshop: Building a custom waterfall chart and dynamic visuals based on Field Parameters

The default visualisations built in the first course are a good starting point, but for financial analytics we may need to customise these, consider other visual types or use custom visuals from AppSource in order to highlight what we want. For example, if we want our waterfall chart to just show the difference between two points (e.g. current/prior month values) broken down by an attribute, in our case we will have to use a specific DAX measure and disconnected table to enable this. We will also look at the decomposition tree visual (with a dynamic measure selected using field parameters) and Zebra BI custom visuals which is excellent at highlighting variances.

After this course you will learn some advanced visualisation techniques to enhance the storytelling capabilities of your Power BI report.

📅 Tuesday, 24 June 2025

⏰ 4:00 pm – 6:00 pm BST (11:00 am – 1:00 pm EST)

Field of Study: Finance (2 CPE Credits) 2 CPD Hours

Workshop: Securing, Sharing and publishing reports in the Power BI service

Now that you’ve built your report, it’s time to share it with others in a secure and governed manner! We start with setting up the row level security logic in Power BI desktop – determining what subsets of data each group of individuals can see. We then publish the report (and model) to a workspace in the Power BI service where we can share it with others through an app, build new reports (including “paginated” tabular reports) based off the semantic model, connect to the model from Excel and query the model/report using Power BI Copilot!

After this course you will have a high-level understanding of the security, sharing and distribution mechanisms in Power BI so that you share different versions of the report with different audiences without having to create multiple copies/cuts of it! You will also get an overview of some of the consumption capabilities including building Excel and tabular reports (suited for printing/archiving) based on the data and logic we set up in the semantic model.

📅 Tuesday, 1 July 2025

⏰ 4:00 pm – 6:00 pm BST (11:00 am – 1:00 pm EST)

Field of Study: Finance (2 CPE Credits) 2 CPD Hours

What we Cover:

• Building dynamic financial ratios and income statements using DAX and Power BI’s matrix visual.
• Enhancing interactivity through drill-throughs, tooltips, and custom visualizations like waterfall charts and decomposition trees.
• Advanced visualization techniques using custom visuals (e.g., Zebra BI) to highlight key financial insights and variances.
• Securing and sharing reports using Power BI service features such as row-level security, apps, and report distribution.

The challenges:

• Creating flexible financial reports that stakeholders can easily interact with and self-serve.
• Presenting complex financial data in visually engaging and insightful ways that drive decision-making.
• Ensuring data security and governance across different report audiences without duplicating work.

The Barriers:

• Building reports that cater to varying levels of financial knowledge across different departments.
• Implementing advanced visualizations and interactive features to make data more engaging.
• Navigating the complexities of securing, sharing, and publishing financial reports.

Learning Outcomes:

Participants will master creating interactive and dynamic financial reports, enabling stakeholders to self-serve on data insights. They will also gain skills in enhancing visual storytelling and securing reports for different audiences.

Business Benefits:

Automating the production of complex financial reports and empowering stakeholders to self-serve on data insights. This reduces the need for finance analysts to manually generate and distribute monthly reports, leading to significant time savings and faster decision-making.

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Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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