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Power BI Financial Statements – What, How and Why?

Excited to share the stage with Rishi Sapra ACA, MCT, Microsoft MVP and Chris Barber for the in-person presentation in South Coast Summit 2021.

This presentation was a 20-minute session packed with hugely informative insights on how to build Financial Statements using MS Power BI. It covers the benefit of using MS Power BI for financial users.
The following sections are covered –

  1. A top-down approach for metadata driven data modelling
  2. Visualization to come up with well formatted Financial Statements like Income Statement
    etc.
  3. Custom Visuals used with Power BI shared dataset
  4. Excel Integration with Power BI shared dataset supporting Self-serve and flexibility