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Lecture 15 of 55

Incorporating Financial Template Design into Report Pages

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Course Content

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Section 1: Financial reporting data setup and modelling9 videos

Planning your data model (1) (1)

8m

Data Model Planning

44m

Importing Data into Your Model

20m

Best Practices for Structuring Financial Reporting Data

27m

Constructing an Effective Data Model & Establishing Correct Relationships

13m

Effective Organization of Your Data Model

21m

Mastering the Integration of Multiple Tables

42m

Transforming Data with the Query Editor

46m

Constructing Your Model's First DAX Formulas

50m
Section 2: Data Model and Review2 videos

Introduction

12m

Power BI model and raw data review

9m
Section 3: Income Statements8 videos

Exploring Initial DAX Calculations

12m

Dealing with +ve-ve numbers

8m

Creating rollup subtotals calculations

24m

Incorporating Financial Template Design into Report Pages

7mNow Playing

Overlaying Main DAX Formula Combinations onto Template Designs

13m

Exploring Options for Template Designs and Visuals

15m

Performing Time Comparison Calculations

14m

Other template calculation possibilities

26m
Section 4: Balance Sheets5 videos

Managing Data at Various Granularities

6m

Handling Unique Table Designs and Summary Calculations

7m

Computing Subtotal Amounts

17m

Leveraging SWITCHTRUE Logic for Template Design

20m

Building a Summary Table of Key Financial Ratios

12m
Section 5: Cash Flow Statement5 videos

Calculating Accurate Summary Totals

19m

Initiating DAX Functions for Report Breakdown

11m

Applying SWITCHTRUE Formula Techniques

20m

Breaking Down Key Summary Lines into New Tables

6m

Creating visuals when dealing with -ve numbers

13m
Section 6: Aged Trial Balance5 videos

Considerations for Modelling

7m

Reviewing Receivables Reconciliation

25m

Advanced Dynamic Grouping Modeling and Formula Techniques

20m

Exploring Visualization Options

18m

Setting Up Initial DAX Formula Requirements

35m
Section 7: Financial Details2 videos

Harnessing Dynamic Visualization Techniques

22m

Implementing DAX Formulas

17m
Section 8: Revenue Insights4 videos

Bringing It All Together Showcasing Key Revenue Insights

10m

Experimenting with Unique DAX Formula Combinations

18m

Mastering Ranking Formula Techniques

15m

Essential Visualization Tips

21m
Section 9: Report Design and App Navigation3 videos

Creating a Captivating Color Palette Best Practice Visualization Techniques

24m

Creating a User-Friendly Report Navigation Using Unique Icons and Bookmarks

18m

Course Wrap-Up Final Tips and Techniques

21m
Section 10: Financial Modelling In The Banking Industry8 videos

Deep Dive into Bank Financial Statements and Scenario Modelling

12m

Introduction to Financial Statement Modelling for Banks

39m

Data Ingestion and Structuring for Bank Financial Modelling

39m

Scripting and Visualizing Financial Measures in Power BI

22m

Advanced Measure Creation using Tabular Editor in Power BI

41m

Creating Financial Ratios and Benchmarking in Power BI

21m

Conclusion Comprehensive Financial Modeling Recap

5m

Scenario Modeling with What-If Parameters in Power BI

26m
Section 11: Financial Reporting Automation4 videos

Templating and Recognizing Values

11m

Data Aggregation and Organization

58m

Working with the Expense Table

1h 3m

Financial Reporting Tips and Techniques

39m