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Introduction to Financial Statements in Power BI

Discover how to use the income statement and balance sheet in Power BI

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4 Hours13 Videos38 Exercises

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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.
  1. 1

    The Evolution of the Financial Statement

    Free

    In this chapter, you'll learn the components the balance sheet and income statement and see how they are derived from the accounting equation. With this information, you will examine these financial statements using DAX and creating key measures.

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    The balance sheet
    50 xp
    Accounting equation classification
    100 xp
    Getting to know the balance sheet
    50 xp
    Balance Sheet model overview
    100 xp
    Getting ready for financial statements
    100 xp
    Detecting balance sheet trends
    100 xp
    The income statement
    50 xp
    Income Statement vs Balance Sheet
    100 xp
    Getting to know the income statement
    50 xp
    Income Statement model overview
    100 xp
    Examining EBITDA
    100 xp
    Profit analysis
    100 xp
  2. 2

    Budgetary Planning

    Budgetary and Forecast planning plays a key role in the financial well-being of a company. By calculating and visualizing the budget, forecast and variance, you will learn how to detect valuable business trends.

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  3. 3

    Company Performance and Financial Analysis

    Performance ratios are financial ratios and other information, that allows a company to determine how well they are doing. You will learn liquidity ratios and how they indicate a firms debt obligation and firm risk.

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In the following tracks

Financial Reporting in Power BI

Collaborators

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Carl Rosseel
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Jess Ahmet
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Iason Prassides
Nikisha Alcindor HeadshotNikisha Alcindor

Managing Partner of Stater AI Fund

Nikisha Alcindor is a Data scientist who specializes in Artificial Intelligence and has 20 years of investing experience. She is a Managing Director at Riverside Management Group, where she raises capital and advises clients on M&A transactions. Nikisha is pursuing her Ph.D. in Management at the Zicklin School of Business of Baruch College, Graduate Center of the City University of New York. Her research area is examining the success rates of M&A transactions by applying artificial intelligence. Nikisha holds a BA in Chemistry from Emory University and an MBA from Columbia Business School as a Leon Cooperman Scholar.
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