Power BI: Create a Power BI Finance Dashboard with Tutorials

Course details

Power BI Finance Dashboard Course - Including Other Video Tutorials.

Power BI Finance Dashboard Course

Microsoft Power Bi Training Tutorials and Videos

Learn how to make less use of Excel, and how to use Power BI to analyse data.

Power BI is the Free Business Intelligence software from Microsoft.

Microsoft Power BI is a suite of business analytics tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device.

In this course, you will learn how to:

The Power BI Finance Dashboard

• Create a Financial Dashboard in Power BI Desktop.
  • Power BI Desktop: Data cleaning and structure
  • Create a Table for the Current Accounts
  • Add Profitability Ratio's.
  • Income and Expense Statement
  • Gross Profit % Graphs (Compare to previous year and target)
  • Create a Sales Revenue Graph (Compare to target)
  • Earnings Before Interest and Tax Graphs (Compare to previous year and target)
  • Liquidity Ratio's: Add Current Ratio's and Quick Ratio's to the Power BI Dashboard
  • Activity Ratio's:  Add the Inventory Turnover and Average Collection Period to the Power BI Dashboard.
  • Activity Ratio's: Add the Average Payment Period and Total Asset Turnover
  • Add Debt Ratio's to the dashboard.
  • Publish and Share your dashboard in the Power BI Service.

Power BI Other Tutorials

• Microsoft Power BI Desktop: Create Dynamic Date Tables which will add days to the table automatically, daily.
• Create Dynamic Custom Date Tables: If the financial year do not start on the 1st of January.
• compare data between custom quarter periods
• Year to Date, Month to Date and Week to Date formulas in the Query Editor and in DAX
• Create IF Functions - use multiple conditions
• Use OneDrive for business to sync and refresh files automatically
• Create a Custom Theme in Power BI
• Set up Alerts and email alerts automatically with Microsoft Flow.
• Post Power BI alert notifications to your teams with Microsoft Flow and Slack.

The Power BI Service:

• Use Content Packs to share your dashboards to the entire organisation.
• Learn how to create and publish an APP in the Power BI Service: Apps are replacing Content Packs- Share your dashboards and reports.

Power BI Financial Dashboard: Overview of Curriculum:

Section 1:   Power BI: Introduction and Preview of the Course

Welcome to this Power BI course on how to use the Query Editor and Power BI with OneDrive and Flow.

Lecture 1:   Introduction and preview of the course. (Preview enabled)

Section 2:   Download the Excel file to work

Lecture 2:   Download the Excel file to work with

Section 3:   Power BI Financial Dashboard

Lecture 3:   Power BI Finance Dashboard: Add Current Accounts, Income / Expense, Etc.

Lecture 4:   Activity: Data Structure and Profitability Ratio's

Lecture 5:   Power BI Finance Dashboards: Add Liquidity Ratios to Power BI Finance Dashboard

Lecture 6:   Activity: Add Liquidity Ratio's to the Finance Dashboard

Lecture 7:   Power BI Finance Dashboard: Add Activity Ratios to Power BI Finance Dashboard

Lecture 8:   Activity: Add Activity Ratio's to your Finance Dashboard

Lecture 9:   Power BI Finance Dashboard: Debt Ratio's

Lecture 10:   Activity: Add Debt Ratio's to your Power BI Desktop.

Lecture 11:   List of Financial Ratio's

Lecture 12:   Publish your dashboard to the Power BI Service and Share with your teams.  (Preview enabled)

Lecture 13:   Activity: Publish and share your Power BI Report

Power BI - Other tutorials included in this course:

Section 4:   How to Create a Color Theme in Power

Lecture 14:   How to Create a Custom Color Theme in Power BI

Lecture 15:   Activity: Download the list of colors

Power BI - Date Table Tutorials

Section 5:   Power BI: Create a dynamic Date Table

Lecture 16:   Power BI: Create a dynamic Date Table: Preview (Preview enabled)

Section 6:   Power BI: Create a Dynamic Date Table in the Query Editor

Lecture 17:   Power BI: Create a Date Table in the Query Editor

Section 7:   Power BI: Create a Custom Date Table

Lecture 18:   Power BI: How to Create a Custom Date Table.

Section 8:   Power BI: Create Year to Date, Month to Date and Week to Date Functions

Lecture 19:   Power BI: Create Year to Date, Month to Date and Week to Date Functions

Section 9:   Power BI: Compare Data between Custom Quarter Periods Lecture20:   Power BI: Compare Data between Custom Quarter Periods

Power BI - What IF Function

Section 10:   Power BI: IF Function with Two or More Conditions

Lecture 21:   Power BI: IF Function with Two or More Conditions

Power BI - Sync and Refresh Files Automatically with One Drive for Business

Section 11:   Power BI: Find the OneDrive for Business URL and Sync Files

Lecture 22:   Power BI: Find the OneDrive for Business URL and Sync Files (Preview enabled)

Section 12:   Power BI: Use OneDrive for Business to Auto Refresh Data - Power BI Service

Lecture 23:   Power BI: Use OneDrive for Business to Auto Refresh Data - Power BI Service

Power BI - Create Alerts - Automated Notifications

Section 13:   Power BI: Create Alerts and Email Alerts with Microsoft Flow

Lecture 24:   Power BI: Create Alerts and Email Alerts with Microsoft Flow

Lecture 25:   Further Reading: Microsoft Power BI and Microsoft Flow

Section 14:   Power BI: Send Power BI Alerts with Microsoft Flow and Slack: Preview

Lecture 26:   Power BI: Send Power BI Alerts with Microsoft Flow and Slack: Preview (Preview enabled)

Section 15:   Power BI: Send Alert notifications with Microsoft Flow and Microsoft Slack

Lecture 27:   Power BI: Send Alert notifications with Microsoft Flow and Microsoft Slack

Power BI - Service (Cloud)

Section 16:   More about the Power BI Service

Lecture 28:   Power BI: Use Organisational Content Packs to share your dashboards.

Lecture 29:   Power BI: Create and Share Power BI APPS

Power BI - On Premises Data Gateway

Section 17:   Power BI Service (Cloud): The On-Premises Data Gateway 

Lecture 30:   Power BI Service (Cloud): The On-Premises Data Gateway

Lecture 31:   Further Reading: The On- Premises Data Gateway

Section 18:   An Introduction to DAX: Reading Material and Web Resources Lecture32:   About the following lectures:

Lecture 33:   Start Learning DAX - Basics

Lecture 34:   Start Learning DAX 1 - Online Resources

Lecture 35:   Start learning DAX 2 - Online Resources

Lecture 36:   Start Learning DAX 3 - Table Relationships and DAX

Lecture 37:   Start Learning DAX 4 - DAX Tables and Filtering