Power BI Tips & Techniques For Accounting & Finance

Power BI Tips & Techniques For Accounting & Finance


When completing financial reporting analysis in Power BI, it is highly likely that you will need to integrate data from many different tables into a format or data structure that works well within the Power BI data model setup.

Getting your data model right is essential. To get your data model right for financial reporting in Power BI, you need to do a lot of the hard work inside of the query editor.

In this particular tutorial, I’ll show you some raw data and how it needs to be manipulated inside the query editor to get tables that are optimized before being placed into a data model. Ultimately, you must have these tables set up correctly so the right relationships can be made between them.

You can complete some incredible financial reporting inside of Power BI. You can create dynamic visualizations and tables which highlight all of your key financial metrics. It also enables you to analyze backward- or forward-looking data in a very seamless way.

I hope to give you many ideas with this tutorial. I’m looking to show you what is possible and also, enable you to see what you need to get right in behind your report pages to showcase your analysis and visualisations effectively.

For more advanced data transformation and modelling examples you can use within Power BI, certainly also check out this module at Enterprise DNA Online – Advanced Data Transformation & Modelling


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