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Introduction to Financial Statements in Power BI

IntermediateSkill Level
4.7+
53 reviews
Updated 05/2025
Discover how to use the income statement and balance sheet in Power BI
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Power BIApplied Finance4 hours13 videos38 Exercises3,000 XP2,930Statement of Accomplishment

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Course Description

Analyzing financial statements is an important part of understanding the firm's financial health.

Examine financial statements

In this course, we will examine the financial statements of a fictitious automotive company, Larry's Automotive.

Analyze Income Statements and Balance Sheets

We will focus our analysis on the income statement and balance sheet. You will use data visualization to create custom dashboards for the firm's financial information, which will help you identify trends, KPIs, and errors.

Calculate KPIs

In addition to calculating key performance measures, such as COGs and EBITDA, we will spend time determining key profitability ratios, like profit margin. These skills will put you on a good path to becoming a financial analyst.

Prerequisites

DAX Functions in Power BIData Modeling in Power BI
1

The Evolution of the Financial Statement

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2

Budgetary Planning

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3

Company Performance and Financial Analysis

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Introduction to Financial Statements in Power BI
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*4.7
from 53 reviews
77%
23%
0%
0%
0%
  • Horas
    about 13 hours

  • Ripka
    about 14 hours

  • Irene
    4 days

  • Justin
    7 days

    A few bugs. The map did not work in ch 2. I tried checking the solution and it did not allow the map to work either. In addition, the profit ratios chart almost didn't work. I realized the ratios had ROA instead of ROAA used after I tried to create a new matrix. From there I was able to go back to the original matrix and get it to work with the right code.

  • Abu Bakarr
    10 days

  • Jaime
    12 days

Horas

Ripka

Irene

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