Power BI Financial Statements (On-Demand - CFI)
Former Title: Case Study - Financial Statements in Power BI
Overview
Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You will be helping a retail company automate and visualize its most important financial statements.
Creating Financial Statements in Power BI poses three significant challenges, which we will help you solve using a combination of BI tools.
- Challenge 1: How to replicate financial statement layouts and formatting
- Challenge 2: How to create account subtotals and other DAX summaries
- Challenge 3: How to create the more complex cash flow statement
With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.
Access expires 180 days from purchase date |
Course Description
You will be helping a retail company automate and visualize its most important financial statements.Creating Financial Statements in Power BI poses three significant challenges which we will help you solve, using a combination of BI tools.
- Challenge 1: How to replicate financial statement layouts and formatting
- Challenge 2: How to create account subtotals and other DAX summaries
- Challenge 3: How to create the more complex cash flow statement
With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.
Applicable for
Learning Objectives
Upon completing this course, you will be able to:
- understand how to define and propose an achievable project scope
- write an SQL query to source General Ledger Data from a database
- build a data model using a snowflake schema in Power BI
- build an Income Statement and Balance Sheet in Power BI
- create financial statements in Excel using Cube Formulas
- compare the benefits of Power BI vs. Excel for Financial Analysis
Content
Course Content Created: July 2021
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 8
- 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.
Power BI Financial Statements (On-Demand - CFI)
Former Title: Case Study - Financial Statements in Power BI
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 8
- Credits
Overview
Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You will be helping a retail company automate and visualize its most important financial statements.
Creating Financial Statements in Power BI poses three significant challenges, which we will help you solve using a combination of BI tools.
- Challenge 1: How to replicate financial statement layouts and formatting
- Challenge 2: How to create account subtotals and other DAX summaries
- Challenge 3: How to create the more complex cash flow statement
With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.
Access expires 180 days from purchase date |
Course Description
You will be helping a retail company automate and visualize its most important financial statements.Creating Financial Statements in Power BI poses three significant challenges which we will help you solve, using a combination of BI tools.
- Challenge 1: How to replicate financial statement layouts and formatting
- Challenge 2: How to create account subtotals and other DAX summaries
- Challenge 3: How to create the more complex cash flow statement
With plenty of extended student challenges and interactive exercises, this course is the perfect scenario-based case study to reinforce your fundamental knowledge of Power BI.
Applicable for
Learning Objectives
Upon completing this course, you will be able to:
- understand how to define and propose an achievable project scope
- write an SQL query to source General Ledger Data from a database
- build a data model using a snowflake schema in Power BI
- build an Income Statement and Balance Sheet in Power BI
- create financial statements in Excel using Cube Formulas
- compare the benefits of Power BI vs. Excel for Financial Analysis
Content
Course Content Created: July 2021
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
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.