Adventureworks is so yesterday! Learning how to build one of the reports you come across In training exercises is relatively simple but there’s still a huge gap in trying to apply to a complex business domain such as Finance. Trying to create linked financial statements (e.g. P&L and Balance Sheet) in Power BI, where dynamic calculations need to flow across the strictly formatted visuals, is challenging to say the least! Add building a financial model into the mix, where you want to see the effect of tweaking certain (economic) variables to see the impact on profitability/liquidity, and you require some serious DAX mastery!

In this session you will learn how to:

• Take industry Income Statement/Balance Sheet data for 4 Banks (Barclays, Citi, HSBC, Lloyds) and turn it into a financial reporting solution in Power BI
• Create an interactive benchmarking report comparing the financial performance of the Banks on key metrics such as Income Growth, Cost:Income Ratio and Current Ratio
• Create a simple Income Statement and Balance Sheet for each bank
• Link the Income Statement and Balance sheet together through Retained Earnings
• Introduce what-if scenario modelling for key variables such as headcount growth and annual change in loans/deposits

Attending this session will allow you to understand how Power BI can be applied to a complex real-life scenario and show how to use Tabular Editor 3 to script and organise measures so that you can adjust and apply them to any similar models with the click of a button!