Learn how to make financial reporting and scenario-based forecasting thru Power BI. Know how to work with features like bookmarks, tool-tips, What-if parameters and interactions to enhance your business reporting in Power BI.
Aimed at: Beginner to Intermediate level users
Software used: Power BI Desktop
Type of class: Lab + hands-on. Delegates are expected to bring their computers and follow along.
Material: Soft copies of workbooks, datasets and supporting PDFs will be provided after the masterclass
Preparation materials: Free 2-hour video crash course will be provided to beginner level users. They need to complete this before attending the masterclass.
In this one-day masterclass, learn how to make Power BI based financial dashboards, scenario-based forecasts and tell compelling stories. This will be our brief agenda for the day.
A quick introduction to Power BI
Case study 1: ACME Inc. Annual Budget Story
Overview of the case data
Exploring various visuals to tell the 2019 budget story, comparison with 2018 & 2017 actual values
Making simple DAX measures
Adding tool-tips to enhance the reports
Case study 2: Planning your retirement – Savings projection thru Power BI