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The course contains a number of real-world tips and techniques for financial reporting development work using Power BI. By using the unique ideas and concepts reviewed in detail throughout this course you will be able to produce high-quality reports that showcase financial information in a compelling way. Throughout all the modules you will walk through a detailed example, covering reporting elements such as income statements, balance sheets, cash flow statements, aged trial balances and more. Covered are many formula techniques, modelling concepts and dynamic visualization ideas that when combined can impress any consumer of financial information in your teams or organizations.

Participants of this module should have an ample knowledge and skills in using Power BI as a reporting and analytical tool. This is a learner who is able to find solutions to data queries using the different functionalities of Power BI. No other advance preparation needed to take this course.

What you get with the course

  • More than 4 hours of course videos
  • 1x demo data sets to practice DAX formula development
  • 1x demo model download showing specific analytical techniques


Here are the specifics for the course

Learn how to;

  • Use advanced modelling and formula techniques
  • Use unique ideas to visualize financial reporting information
  • Solve for any financial metric you may need in your reports
  • Develop a comprehensive financial reporting tool for your team
  • Visualize historic results in a dynamic way
  • Dynamically drill into key areas of insights for better decision making
  • Design a dynamic navigation page for your reporting app
  • Layer many DAX techniques, discovering the key financial insights your require
  • Develop end to end ‘analytical solutions’ that wow data consumers



“Normally, I am not very enthusiastic about online tutorials/learning. However, I was surprised that I went through the course in one sitting and was quite excited to move from module to module. Each session sparked my interest since I could visualize how the content relates to my working environment and how I could utilize what I will continue to learn through my membership to improve our financial outputs.” – Shane Barnes


“If you are interested in learning to apply Financial Statements in your reports, this is the best course to do it. The walk-through of the course allows you to clearly understand the functionality and logic of each formula.” – Roberto Ramirez


“I cannot thank Sam and his team enough for all the wonderful and thorough videos. They were immensely helpful in taking my basic Power BI understanding to the next level. His videos on financial analysis/ segmentation/ forecasting were simply superb. Look forward to all his many more Power BI videos. Thanks again Sam!” – Pavan S

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