Power BI for Finance

Build impactful data models and reports in Power BI for core financial processes like planning, budgeting, and valuations using real-world templates, logic patterns, and step-by-step solutions

Key Features

Design optimal star schema data models for financial planning and analysis
Implement common financial logic, calendars, and variance calculations
Build dynamic, formatted reports for income statements, balance sheets, and cash flow

Book DescriptionPower BI for Finance is a hands-on guide for finance professionals, from CFOs to accountant, who want to use Power BI to streamline and enhance financial processes. Starting with the foundation of every effective BI solution-a well-designed data model-the book shows how to structure star schemas and integrate common financial data sources such as ERP and accounting systems.
You'll then dive into implementing key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports such as income statements, balance sheets, and cash flows, including formatting best practices and visual design tips.
With dedicated chapters on advanced workflows, you will learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as rolling forecasts, annual budgets, and S&OP. Real-world case studies cover company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The book also explores AI and Copilot to enhance financial analytics.What you will learn

Apply multi-currency handling and group consolidation techniques in Power BI
Model discounted cash flow and company valuation scenarios
Design and manage write-back workflows with Dynamics BPP and Acterys
Integrate Excel and Power BI using live connections and cube formulas
Utilize AI, Copilot, and LLMs to enhance automation and insight generation
Create complete finance-focused dashboards for sales & operations planning

Who this book is forThis book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. A basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.