SQL + Power BI Financial Analysis Project (Full Course, Database to Dashboard) | Part 3

A complete, real-world financial analysis project: build a SQL Server database, clean and prepare the data with SQL, then connect Power BI and design a 3-page financial dashboard (Executive P&L, Budget vs Actual, Cash & Receivables). (54 minutes) You will learn: • SQL Server & SSMS: CREATE DATABASE, tables with primary & foreign keys, BULK INSERT • SQL for analysts: SELECT, WHERE, JOIN, GROUP BY, HAVING, CTEs, ROW_NUMBER, window functions, LAG, DENSE_RANK, stored procedures, indexes • Data quality: fixing NULLs, removing duplicates safely, finding orphan records • SQL views as a reporting layer (AR aging with CASE + DATEDIFF) • Power BI + SQL Server: Import vs DirectQuery, query folding, star schema, inactive relationships • 29 DAX measures: P&L, margins, YoY, budget variance, DSO, overdue AR, USERELATIONSHIP • A premium yellow / cyan / green dashboard, drill-through, publishing and gateway refresh ⏱ Chapters 0:00 Introduction, the 3-page dashboard & the dataset 3:24 SQL Server setup & creating the database and tables 7:42 Loading data with BULK INSERT 10:41 Exploring & cleaning data with SQL 15:55 SQL views for Power BI (AR aging with CASE & DATEDIFF) 19:42 Bonus: advanced SQL (LAG, DENSE_RANK, stored procedure, index) 23:02 Connecting Power BI to SQL Server (Import vs DirectQuery) 26:22 Data model, date table & relationships 29:46 29 DAX measures: P&L, time intelligence, budget, receivables 35:07 Page 1: Executive P&L overview 39:44 Page 2: Budget vs Actual by department 43:11 Page 3: Cash & Receivables 46:43 Bonus: customer drill-through page 49:22 Interactivity, publishing, gateway refresh & recap ✅ Check your numbers (FY 2025): Revenue $23.77M • Net profit $2.27M (9.6%) • OpEx 2.6% over budget • Open AR $5.33M • DSO 82 days 🎓 Courses & 1:1 training: www.alidataanalytics.com 📸 Instagram: @dataanalytics00 • Facebook: @alitheanalyst 💼 LinkedIn: linkedin.com/in/ali-ahmad-133315249 #sql #sqlserver #powerbi #financialanalysis #dataanalytics #dax #powerbidashboard #financedashboard #alidataanalytics