How to build a profit and loss statement in Power BI Desktop

How to build a profit and loss statement in Power BI Desktop, available at $54.99, has an average rating of 4.2, with 16 lectures, based on 31 reviews, and has 195 subscribers.

You will learn about You learn how to build a profit and loss statement in Power BI You learn Power BI Tips and Tricks You apply Power BI DAX You can transfer this knowledge to your own financial projects Discover new job opportunities in a data driven future job market This course is ideal for individuals who are Data Analysts or Financial Analysts or Consultants or Everyone working with data or strive for a data analytics career It is particularly useful for Data Analysts or Financial Analysts or Consultants or Everyone working with data or strive for a data analytics career.

Enroll now: How to build a profit and loss statement in Power BI Desktop

Summary

Title: How to build a profit and loss statement in Power BI Desktop

Price: $54.99

Average Rating: 4.2

Number of Lectures: 16

Number of Published Lectures: 16

Number of Curriculum Items: 16

Number of Published Curriculum Objects: 16

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will Learn

You learn how to build a profit and loss statement in Power BI
You learn Power BI Tips and Tricks
You apply Power BI DAX
You can transfer this knowledge to your own financial projects
Discover new job opportunities in a data driven future job market

Who Should Attend

Data Analysts
Financial Analysts
Consultants
Everyone working with data or strive for a data analytics career

Target Audiences

Data Analysts
Financial Analysts
Consultants
Everyone working with data or strive for a data analytics career

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster decisions. Therefore they rely heavily on data. Data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are constantly searching for skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. This will be the key advantage to succeed in business.

MS Power BI is an andvanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!

The strength in Power BI lies in visualizing data in beautiful interactive charts. The finance industry and related departments however love to see tables.

And profit and loss statements are one use case where a table structure is certainly more common then fancy charts (even though it is also possible to show it more visually 🙂 )

In this course we learn

How to build a P&L (Profit and Loss Statement) in Power BI

We apply a simple yet powerful and easy to follow step by step logic and you learn hands on how it is build.

This is done with the default tools we have without using any additional paid custom visuals!

Interested?

Then let’s get started right here right now!

Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!

1. Power BI Masterclass – beginners to advanced

2. Microsoft Power BI Masterclass – Expand Excellence

3.Power BI Masterclass – DAX, Excel And More

4. The Power BI Masterclass – Additional Tips and Tricks

5. Power BI Desktop – Data Prep Challenges

6. Power BI Masterclass – DAX, R and Gateways

7. Power BI Masterclass – Python Finance and Advanced DAX

8. Power BI Masterclass – the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop

Course Curriculum

Chapter 1: How to build a profit and loss statement in Power BI Desktop (P&L in Power BI)

Lecture 1: 1 How to build a simple Profit and Loss Statement in Power BI Desktop

Lecture 2: Download the course files here

Lecture 3: 3 Introducing our Template and Data

Lecture 4: 4 Datestable Datamodel and Formatting

Lecture 5: 5 Display the correct Profit and Loss Structure

Lecture 6: 6 Lets create our first Profit and Loss Measure in DAX

Lecture 7: 7 The SUPER DAX measure to map our Profit and Loss items

Lecture 8: 8 Practise mapping profit and loss items

Lecture 9: 9 Finishing mapping our profit and loss items correctly

Lecture 10: 10 Measure Formatting and other challenges and solutions

Lecture 11: 11 The profit and loss statement should look pretty

Lecture 12: 12 Profit and Loss prior period comparison made easy

Chapter 2: Bonus

Lecture 1: Trick Conditional Formating for Donut Chart in Power BI

Lecture 2: Power BI vs Tableau Comparison

Lecture 3: How to create report page tooltips on images and buttons

Chapter 3: More learning here

Lecture 1: Learn

Instructors

Dan We
Coach

Rating Distribution

1 stars: 0 votes
2 stars: 1 votes
3 stars: 3 votes
4 stars: 10 votes
5 stars: 17 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

Menu