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Power BI Financial Statements 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.

Interactive Financial Statements in Power BI

Power BI offers a great way to visualize and interact with high-level financial data.

Power BI Financial Statements 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

Who should take this course?

This course is perfect for anyone who wants to apply their Power BI and DAX skills in a real-world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Power BI and related BI tools.

Power BI Financial Statements

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Level 4

Approx 7h to complete

100% online and self-paced

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What you'll learn


This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification
Power BI Financial Statements is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 51 courses.
  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development
Business Intelligence & Data Analyst (BIDA)® Certification
Power BI Financial Statements is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 25 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
Business Intelligence Analyst Specialization
  • Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
  • Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learner Reviews

Excellent work
excellent work, furthermore if we can add pop ap to the dashboard.

Salem Qasem Ahmed Al-Tashi

Nothing but perfect.
These courses are always really clear, engaging, and well presented. Would definitely recommend studying with CFI.

Aaron Burningham

Real-world challenges and application of BI skills
Wow, I was truly challenged by this module. As an accounting professional I found a lot value in being able to combine and practice SQL, Power Query and Power BI. Learning about Cube Formulas was an excellent cherry on top.

Lwazi Mace

Out of comfort zone!
Absolutely brilliant course! so don't miss out, or give up! If your familiar with using Power BI then your ahead of the game, and if your new to Power BI, I encourage you to take up this challenge and think long term. I thoroughly enjoyed gong through the process to achieve a positive result.

Mark Williams

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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