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Financial Statements Financial Analysis in Power BI   4-page PDF document
$60.00

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Financial Statements Financial Analysis in Power BI (PDF)

File Type: 4-page PDF document
Secondary File: PDF (PDF)

Top 1,000 Best Practice $60.00
Created by a certified Financial Modeler with 10 years+ of experience, including work with KPMG, McKinsey, and Deloitte, and managing $250MM+ in corporate finances. My goal is to provide institutional quality templates and analysis.
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BENEFITS OF DOCUMENT

  1. Transforming accounting data in Power Bi Reports

DESCRIPTION

This product (Financial Statements Financial Analysis in Power BI) is a 4-page PDF document with a supplemental PDF document, which you can download immediately upon purchase.

The Integrated Financial Statements, Financial analysis is a comprehensive solution that transforms raw accounting data into three financial statements and provides insightful financial analysis through ratios.

This Power BI model leverages your raw accounting data, including transactional balance accounts and the chart of accounts, to generate three key financial statements: the income statement, balance sheet, and cash flow statement.

The model goes beyond traditional financial statements by providing dynamic and insightful financial analysis through ratios. You'll better understand your organization's financial health and performance by utilizing a wide range of predefined and customizable ratios. From liquidity to profitability ratios, our Power BI model empowers you to make data-driven decisions and quickly uncover valuable insights.

Key Features:

Data Integration: Import and transform your raw accounting data, including transactional balance accounts and the chart of accounts, into a unified and structured format within Power BI.

Automated Financial Statements: Instantly generate accurate and up-to-date income statements, balance sheets, and cash flow statements with a single click, saving you hours of manual work.

Customizable Ratios: Explore a wide range of predefined financial ratios or easily create your own ratios tailored to your organization's specific needs. Dive deep into liquidity, solvency, efficiency, and profitability metrics to gain valuable financial insights.

Interactive Visualizations: Experience visually appealing and interactive dashboards that allow you to drill down into financial details, compare periods, and identify trends effortlessly.

Budget Integration: The model allows for the incorporation of budget data. Users have the option to input budget figures, which are seamlessly integrated with actual data for forecasting and performance comparison.

The model presents an innovative and comprehensive solution that addresses the challenges and complexities of modeling financial statements in Power BI. This streamlined approach simplifies the complexities of creating financial reports as much as possible by using defined templates, optimizing data transformations, and implementing DAX measures.

The model is a valuable guide for implementing financial analysis in Power BI within your organization. While the model is designed to be utilized as is, due to the unique nature of each organization's requirements, it is more suited to serve as a guide on how to model financial data with Power BI. In this context, It provides a solid foundation and framework that can be adapted and customized to suit your needs.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Financial Analysis PDF: Financial Statements Financial Analysis in Power BI PDF (PDF) Document, Jair Almeida


$60.00
Created by a certified Financial Modeler with 10 years+ of experience, including work with KPMG, McKinsey, and Deloitte, and managing $250MM+ in corporate finances. My goal is to provide institutional quality templates and analysis.
Add to Cart
  

OVERVIEW

File Type: PDF pdf (PDF)
Secondary File: PDF pdf (PDF)
File Size: 392.3 KB
Number of Pages: 4


ABOUT THE AUTHOR

Author: Jair Almeida
Additional documents from author: 41

Working as a business controller, I am used to producing reports for management, analyzing performance indicators, and developing comparative analyses in terms of pricing and commercial offers. I'm always looking for creative ways to exceed expectations and deliver top-quality management information in order to identify what drives businesses.

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