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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.
  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.

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    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

In the following tracks

Financial Reporting in Power BI

Collaborators

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Iason Prassides
Collaborator's avatar
Carl Rosseel
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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