Power BI for Financial Reporting and Analysis
Data Savvy CPA
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Power BI for Financial Reporting and Analysis
1 412 просмотров · 1 г. назад
Data Savvy CPA
196 подписчиков
1 412 просмотров · 1 г. назад
In this detailed session, I walk you through the complete FP&A model I built in Power BI. This model consolidates data from the P&L, balance sheet, cash flow, equity, and journal entries into one interactive reporting solution.
🔎 What you’ll see in this video:
Executive dashboard with revenue, net income, margins & balance sheet snapshot
Interactive drill-downs by country (Japan, UK, USA) and by time (monthly, quarterly, annual)
Profit & loss analysis with ratios, horizontal & vertical trends
Balance sheet insights with liquidity ratios, receivables/payables days
Cash flow analysis showing how profit translates to real cash
Equity statement with stock issuance & retained earnings breakdown
Budget vs. actual variance analysis with dynamic visuals
FX reporting: local currency vs. USD consolidation
Drill-through to journal entries & trial balance for transaction-level transparency
How this model ties into the Microsoft Power Platform (Power Apps + Power Automate) for automation
This walkthrough shows how Power BI can take you from high-level KPIs down to individual journal entries in seconds—helping finance teams move beyond Excel and unlock smarter, faster decision-making.
👉 If you prefer a shorter version, I also have a 2-minute high-level overview here:
• Power BI for Financial Reporting and Analy...