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Financial Analysis in Power BI

Learn how to perform financial analysis in Power BI or apply any existing financial skills using Power BI data visualizations.

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6 Hours17 Videos50 Exercises
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Course Description

This course will teach you basic and intermediate finance skills and how to apply them in Power BI dashboards.

Learn the Fundamentals of Financial Analysis in Power BI

You’ll start by reviewing some basic financial terms and calculations, as well as exploring dashboarding. As you progress, you’ll learn how to use artificial intelligence to create insightful visualizations and financial forecasts.

You’ll also learn how to use what-if parameters in scenarios and sensitivity analysis with financial data. You will explore the concept of the time value of money and its importance in financial analysis, as well as capital budgeting tools to make investment decisions that you can take with you both in your personal and professional life.

Gain the Skills to Perform Your Own Financial Analyses

By the end of this course, you will be confident in your financial skills and especially in your ability to create meaningful financial analyses and visualizations within Power BI. You’ll have the skills to use Power BI to analyze your own data sets.
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  1. 1

    Financial Dashboards

    Free

    In this chapter, you will learn basic financial concepts and apply them to creating dashboards. You will also learn how to use artificial intelligence in Power BI.

    Play Chapter Now
    Financial Dashboards
    50 xp
    OKR you ready?
    50 xp
    KPIs in Power BI
    50 xp
    Net income and profit margin
    100 xp
    Gauging KPIs
    100 xp
    Painless analytics
    100 xp
    Artificial Intelligence
    50 xp
    The truth about artificial intelligence
    50 xp
    AI visualizations in Power BI
    50 xp
    Looking into a crystal ball
    100 xp
    Splitting decompositions trees
    100 xp
    Setting up Q&A
    100 xp
    Follow the key influencers
    100 xp
  2. 2

    What If

    Here, you’ll learn how to use "What If" parameters to create a scenario and use sensitivity analysis and forecasts.

    Play Chapter Now
    What if...?
    50 xp
    That doesn't seem right...
    50 xp
    Scenario forecasting in Power BI
    50 xp
    Calculating revenue growth rates
    100 xp
    Creating a straight line forecast for revenue
    100 xp
    Using what-if parameters in forecasting
    100 xp
    Sensitivity analysis
    50 xp
    Dependent versus independent variables
    100 xp
    Sensitivity analysis in Power BI
    50 xp
    Analyzing change in gross sales
    100 xp
    Analyzing change in discount/premium
    100 xp
    Creating a sensitivity table for revenue
    100 xp
  3. 3

    Time Value of Money

    In this chapter, you will learn how to analyze investments over time with future and present value.

    Play Chapter Now
    Future value
    50 xp
    Classify future value terms
    100 xp
    Future value in Power BI
    50 xp
    Practicing future value calculations
    100 xp
    Creating forecasts with FV
    100 xp
    Finding the future value of annuities
    100 xp
    Present value
    50 xp
    Deal or Deal?
    50 xp
    Present value in Power BI
    50 xp
    Practicing present value calculations
    100 xp
    Creating a savings plan with PV annuities
    100 xp
    Value an acquisition using PV
    100 xp
  4. 4

    Capital Budgeting

    In the final chapter, you’ll learn why capital budgeting is an important job for financial analysts. You will learn how to apply time value of money concepts to make business decisions, all while working to create a beautiful dashboard.

    Play Chapter Now
    Capital Budgeting
    50 xp
    Pick a project, any project...
    50 xp
    Net present value and profitability index
    50 xp
    The feeling is mutually exclusive
    100 xp
    The best index is a profitable one
    100 xp
    Creating a profile for NPV
    100 xp
    Internal rate of return and payback period
    50 xp
    Pay yourself back
    100 xp
    IRR and payback period in Power BI
    50 xp
    Evaluating IRResistible investments
    100 xp
    Jumping hurdles
    100 xp
    Finding the payback period on payback
    100 xp
    Congratulations!
    50 xp

In the following tracks

Financial Reporting in Power BI

Datasets

DataCamp vs. Local ExperienceExercises and Datasets

Collaborators

Collaborator's avatar
Iason Prassides
Collaborator's avatar
Carl Rosseel

Prerequisites

Intermediate DAX in Power BIData Modeling in Power BI
Nick Edwards HeadshotNick Edwards

Analyst for Mynd

Nick Edwards is an Analyst for Mynd, a fast-growing PropTech startup, where he uses data and BI tools to unlock the full strength of financial analysis. He graduated with honors in Economics and Business Analytics at the University of Colorado Boulder. He realized honing data science skills would greatly benefit his career and believes it will for you, too!
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