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Learner Reviews & Feedback for Financial Statements in Power BI by Corporate Finance Institute

4.7
stars
26 ratings

About the Course

Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You will be helping a retail company automate and visualize their most important financial statements. Creating Financial Statements in Power BI poses three significant challenges which we will help you solve, using a combination of BI tools. Challenge 1: How to replicate financial statement layouts and formatting Challenge 2: How to create account subtotals and other DAX summaries Challenge 3: How to create the more complex cash flow statement By the end of the course, you should be able to: Create a SQL View containing data from multiple tables Import the SQL View into Power BI and create a snowflake schema Data Model Enhance the Data Model with a custom Headers Table to provide the template for building Financial Statements Create staging DAX measures to populate the line items of the Financial Statement templates Create a DAX measure that combines the staging DAX measures to populate the body of the Financial Statements Create three Financial Statements in Excel using Cube Formulas that reference the Data Model This case study is perfect for anyone who would like to apply their Power BI and DAX skills in a real world scenario. There is no better way to kick-start a career in data analysis, quantitative analysis, business intelligence, or other areas of finance with applied, practical knowledge of Power BI and related BI tools....

Top reviews

VF

Apr 27, 2025

The step-by-step videos and explanation of DAX measures was explained clearly without using much jargon, which facilitated learning the concepts and formulas.

WW

Apr 16, 2025

I am Waleed Abdullah (CA Finalist) I found this course very helpful as a financial analyst.

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1 - 7 of 7 Reviews for Financial Statements in Power BI

By Syed G

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Feb 23, 2025

this course is irrlevant for Power BI,best apps for these analysis are Sage,Quickbook,Xero and other accounting apps with loads other automated features and invoices and payments.

By Minh V D

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Apr 13, 2025

The DAX formulas were too ridiculously complicated. Why would anyone spend hours on Power BI when most of this could be done in Excel in a few minutes? When we have created something, we want to be able to troubleshoot it easily or allow other users to review it, just in case there were errors. I gave up after Module 5. I would not recommend the practice in this course in the real world.

By Vanessa F

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Apr 28, 2025

The step-by-step videos and explanation of DAX measures was explained clearly without using much jargon, which facilitated learning the concepts and formulas.

By Waleed

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Apr 17, 2025

I am Waleed Abdullah (CA Finalist) I found this course very helpful as a financial analyst.

By Adnan A K N

•

Oct 21, 2024

Extra-Ordinary Course Content!

By Olena M

•

Sep 11, 2025

Unfortunately, one of the modules is impossible to complete in practice. The Excel files provided are corrupted or contain broken Data Models, which prevent any access to Power Pivot, Power Query, or PivotTables. Attempting to open the Data Model immediately triggers MDX errors and “Data Model is damaged” messages. As a result: - Practical exercises relying on the Data Model cannot be executed. - There is no way to work around the issue within Excel. - The lack of support or any method to obtain a working file makes completing the course tasks technically unfeasible. Additionally, the speaker uses the outdated version of PowerBi, so be ready to google solutions rather than take the course directly.