Connect, Share, Learn

In this two-days hands-on introduction to Power BI, you will build an interactive Profit & Loss report using typical “raw” SME accounting data.  Through doing this, you will learn about:

• Power BI Desktop
• Tables & Relationships
• Essential data for SME financial analysis
• Importing data into Power BI
• Drag & drop to create a simple report
• Some of the more popular visualisation options
• Calculated Columns and Measures in Power BI
• Why and how to add a Dates table
• Adding analysis periods to the Dates table
• Handling your financial year vs calendar year
• Date-based analysis like YTD, YoY, Period-on-Period
• Mapping your transactions table to your P&L
• Building a powerful, interactive one-page P&L Report