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Financial Analysis in Power BI

Intermediate
4.8+
80 reviews
Updated 05/2025
Learn how to perform financial analysis in Power BI or apply any existing financial skills using Power BI data visualizations.
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Power BIApplied Finance6 hours17 videos50 Exercises3,900 XP8,809Statement of Accomplishment

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Course Description

This course will teach you basic and intermediate finance skills and how to apply them in Power BI dashboards.

Learn the Fundamentals of Financial Analysis in Power BI

You’ll start by reviewing some basic financial terms and calculations, as well as exploring dashboarding. As you progress, you’ll learn how to use artificial intelligence to create insightful visualizations and financial forecasts.

You’ll also learn how to use what-if parameters in scenarios and sensitivity analysis with financial data. You will explore the concept of the time value of money and its importance in financial analysis, as well as capital budgeting tools to make investment decisions that you can take with you both in your personal and professional life.

Gain the Skills to Perform Your Own Financial Analyses

By the end of this course, you will be confident in your financial skills and especially in your ability to create meaningful financial analyses and visualizations within Power BI. You’ll have the skills to use Power BI to analyze your own data sets.

Prerequisites

Intermediate DAX in Power BIData Modeling in Power BI
1

Financial Dashboards

Start Chapter
2

What If

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3

Time Value of Money

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4

Capital Budgeting

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Financial Analysis in Power BI
Course
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Don’t just take our word for it

*4.8
from 80 reviews
84%
13%
4%
0%
0%
  • Shahid
    about 22 hours

    Awesome

  • José Jairo
    1 day

  • Justin
    5 days

    The final chapter had a few glitches. In one place it asked to create a table rather than a parameter. It was confusing until I used the hint. There was also some issues in the final lesson where the filters did not work unless I used years rather than dates to allow for discrete variables to get an accurate running total

  • Kirill
    8 days

  • Kevin
    9 days

  • Michael
    6 days

"Awesome"

Shahid

José Jairo

"The final chapter had a few glitches. In one place it asked to create a table rather than a parameter. It was confusing until I used the hint. There was also some issues in the final lesson where the filters did not work unless I used years rather than dates to allow for discrete variables to get an accurate running total"

Justin

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