Creating Financial Statements in Excel With PowerPivot (Live Webinar)
Overview
Working through the webinar one module at a time, you will receive instructions from the instructor, be asked to watch the video, complete a practice session and then return to the Zoom meeting for Q&A with the instructor and to review the module. The instructor will be available in the Zoom meeting for the duration of the day to answer questions.
Advisory: Videos are hosted on the video-sharing platform Vimeo - please ensure your computer, internet and browser settings allow you to access and watch videos hosted on Vimeo as this will be an integral part of the course.
Course Description
Let’s face it, generating your current month’s sales may be easy, but how do you display that next to year to date, or same period prior year? Then comes the balance sheet. While calculating a year-to-date balance for assets and liabilities is not super difficult, what about current earnings? How about retained earnings to the end of the prior period?
Next up comes everyone’s most dreaded statement: the Statement of Cash Flows. Many users find this hard enough to work out with a regular Excel spreadsheet, but how about using DAX Measures?
Finally, we’ll explore the Forecasted Actual statement, which allows you to dynamically pull from historical actual values – where they exist – and report budget (or forecast) for the months that haven’t happened yet.
Applicable for
This is an advanced course which targets users with PowerPivot experience who are struggling with building complex DAX formulas, especially related to financial statements.
Please see the pre-requisite section to ensure that you have the background knowledge required before attending.
Learning Objectives
By the end of this course, participants will be able to set up their Power Pivot model and create the required DAX formula to build the following financial statements:
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Forecasted Actuals
Content
- Correctly laying out the chart of accounts for financial statement reporting
- Building P&L measures which display Revenues and Expenses as positive values, subtotal correctly and include comparative period columns
- Creating Balance Sheet measures which display as positive values, subtotal correctly, and calculate current earnings and retained earnings
- Generating measures to correctly display the Statement of Cash Flows metrics, grouping them appropriately into their cash, non-cash and financing sub-groups
- Architecting a forecasted actual statement that switches to display actual vs forecasted values
Course Dates & Registration
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KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Creating Financial Statements in Excel With PowerPivot (Live Webinar)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Working through the webinar one module at a time, you will receive instructions from the instructor, be asked to watch the video, complete a practice session and then return to the Zoom meeting for Q&A with the instructor and to review the module. The instructor will be available in the Zoom meeting for the duration of the day to answer questions.
Advisory: Videos are hosted on the video-sharing platform Vimeo - please ensure your computer, internet and browser settings allow you to access and watch videos hosted on Vimeo as this will be an integral part of the course.
Course Description
Let’s face it, generating your current month’s sales may be easy, but how do you display that next to year to date, or same period prior year? Then comes the balance sheet. While calculating a year-to-date balance for assets and liabilities is not super difficult, what about current earnings? How about retained earnings to the end of the prior period?
Next up comes everyone’s most dreaded statement: the Statement of Cash Flows. Many users find this hard enough to work out with a regular Excel spreadsheet, but how about using DAX Measures?
Finally, we’ll explore the Forecasted Actual statement, which allows you to dynamically pull from historical actual values – where they exist – and report budget (or forecast) for the months that haven’t happened yet.
Applicable for
This is an advanced course which targets users with PowerPivot experience who are struggling with building complex DAX formulas, especially related to financial statements.
Please see the pre-requisite section to ensure that you have the background knowledge required before attending.
Learning Objectives
By the end of this course, participants will be able to set up their Power Pivot model and create the required DAX formula to build the following financial statements:
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Forecasted Actuals
Content
- Correctly laying out the chart of accounts for financial statement reporting
- Building P&L measures which display Revenues and Expenses as positive values, subtotal correctly and include comparative period columns
- Creating Balance Sheet measures which display as positive values, subtotal correctly, and calculate current earnings and retained earnings
- Generating measures to correctly display the Statement of Cash Flows metrics, grouping them appropriately into their cash, non-cash and financing sub-groups
- Architecting a forecasted actual statement that switches to display actual vs forecasted values
Course Dates & Registration
KEN PULS, FCPA, FCMA, is a world respected speaker, trainer, author, software developer and community leader when it comes to self-service business intelligence using Microsoft tools. With over 30 years of accounting and IT experience behind him, Ken is the founder of Excelguru Consulting Inc (www.excelguru.ca) and Skillwave.Training (https://skillwave.training) whose goals are to help users get the most out of Microsoft Excel and Power BI. An expert in his field, Ken has received many accolades including the prestigious Microsoft MVP award, which he has been re-awarded each year since 2006Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.