Overview:
This A-to-Z session focuses on building stronger financial reporting and analysis in Power BI.
Participants will examine the full workflow from source data and chart of accounts structure to financial statements, variance analysis, KPI reporting, and executive dashboards. The session emphasizes accuracy, reconciliation, usability, and storytelling for decision makers.
Why you should Attend:
Financial dashboards that do not reconcile to the source of truth can damage credibility faster than no dashboard at all.
Areas Covered in the Session:
- Financial data sources: general ledger, budgets, forecasts, operational systems, and Excel inputs
- Modeling finance data: accounts, cost centers, periods, scenarios, and reporting hierarchies
- Creating measures for revenue, expense, margin, variance, actuals, budget, and forecast
- Designing income statement, balance sheet, cash flow, and management reporting views
- Variance analysis by period, department, product, customer, or project
- Executive dashboard design for CFOs, controllers, and business leaders
- Controls, reconciliation, auditability, and refresh discipline for finance reports
Who Will Benefit:
- Finance Analysts
- Controllers
- FP&A Professionals
- CFO Teams
- Accounting Managers
- BI Analysts Supporting Finance