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Introduction to Financial Statements in Power BI

中级技能水平
更新时间 2024年10月
Discover how to use the income statement and balance sheet in Power BI
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Power BIApplied Finance
4小时
13 视频
38 道练习
3,000 XP
4,836
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课程描述

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.

先决条件

DAX Functions in Power BIData Modeling in Power BI
1

The Evolution of the Financial Statement

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.
开始章节
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.
开始章节
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.
开始章节
Introduction to Financial Statements in Power BI
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