Session
Enhancing Power BI Design for Financial Professionals
This session is tailored for financial professionals who want to elevate their Power BI reporting skills for financial data. It focuses on empowering learners with the tools and techniques needed to effectively visualize and present financial information in Power BI. The session will focus on visualization for Financial Data.
Part 1 will look to understand financial-focused visual options and standards and using DAX features to create financial focused visualizations.
Part 2 will explore advanced visualization options like custom visuals, IBCS standards, and visual-level calculations, to enhance your financial reporting capabilities above built in visuals. This will enable scenarios for forecasting, data entry, write-back, and export/scheduled reports for comprehensive financial data management.
Audience:
Financial data analysts or financial BI professionals looking to upgrade reports and analytics.
Prerequisites:
Participants should have a basic understanding of Power BI, including data connection and report creation. Familiarity with Power Query, custom visuals, and DAX measures is required.
Learning Goals:
1. Explore advanced visualization techniques and understand financial-focused visual options and standards.
2. Enhance report design through advanced formatting and utilize DAX features to elevate financial reporting capabilities.
3. Explore write back techniques and options.
Reid Havens
Founder - Analytic Endeavors | Havens Consulting
Kirkland, Washington, United States
Links
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