Power BI for Financial Reporting and Analysis

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...  

How to Create an Income Statement, Balance Sheet & Cash Flow Statement in Power BI
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How to Create an Income Statement, Balance Sheet & Cash Flow Statement in Power BI

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How to Read & Analyze the Balance Sheet Like a CFO | The Complete Guide to Balance Sheet Analysis

How to Build a Financial Report in Power BI
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How to Build a Financial Report in Power BI

Build a 3-Statement Financial Model [Free Course]
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Build a 3-Statement Financial Model [Free Course]

Power BI Financial Statements: Automate P&L, Balance Sheet, Cash Flow
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Power BI Financial Statements: Automate P&L, Balance Sheet, Cash Flow

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Bookings Are Up… So Why Is Your Hotel Forecast Still Wrong?

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OneStream Demo Budgeting, Planning and Forecasting

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AARO IntroductionTraining 20260415 110444 Meeting Recording

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Financial Modelling with Power BI

Build a 3 Statement Financial Model (FULL Tutorial + Free Template)
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Build a 3 Statement Financial Model (FULL Tutorial + Free Template)

Build a Cash Flow Statement From Scratch Using a Balance Sheet and Income Statement
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Build a Cash Flow Statement From Scratch Using a Balance Sheet and Income Statement

How to Create an Automated P&L in Power BI
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How to Create an Automated P&L in Power BI

Use Excel Like a PRO | Learn Power Query, Power Pivot & DAX in 15 MINUTES (project files included!)
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Use Excel Like a PRO | Learn Power Query, Power Pivot & DAX in 15 MINUTES (project files included!)

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10 Images | Coastal Citrus Floral Summer Paintings Screensaver l Frame TV ART |

How to Build a 3-Statement Financial Model From Scratch (Expert Guide + Free Template)
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How to Build a 3-Statement Financial Model From Scratch (Expert Guide + Free Template)

Power BI Data Modeling Crash Course Learn Fast and Build Smarter Models! Full Course
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Power BI Data Modeling Crash Course Learn Fast and Build Smarter Models! Full Course

Create an Income Statement Dashboard in Power BI to compare two years of Financials
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Create an Income Statement Dashboard in Power BI to compare two years of Financials

Profit and Loss Statement in Power BI - P&L - Financial Reporting
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Profit and Loss Statement in Power BI - P&L - Financial Reporting

How to use Microsoft Power BI - Tutorial for Beginners
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How to use Microsoft Power BI - Tutorial for Beginners