Overview

Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: PDF edition, AI assistant, and next-gen reader. Key Features Engineer optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Create dynamic, formatted reports for income statements, balance sheets, and cash flow Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionMartin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources, such as ERP and accounting systems. You’ll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows, including formatting best practices and visual design tips. With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you’ll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics.What you will learn Apply multi-currency handling and group consolidation techniques in Power BI Model discounted cash flow and company valuation scenarios Design and manage write-back workflows with Dynamics BPP and Acterys Integrate Excel and Power BI using live connections and cube formulas Utilize AI, Copilot, and LLMs to enhance automation and insight generation Create complete finance-focused dashboards for sales and operations planning Who this book is forThis book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.

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9781837635016

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Martin has over 20 years' experience advising clients and implementing analytics and planning systems for some of the largest organisations in the world. He has worked with Power BI from the start, developing the initial, finance-related Power BI demo models. Martin has led more than 100 Power BI implementations and has 8 entries in the Power BI Partner Showcase. He is the co-founder of Managility, a specialized consulting company for analytics and planning implementations as well as the developer of Acterys, an integrated suite of applications and Power BI visuals for the Power BI ecosystem. Martin lives in Byron Bay, Australia and is an avid mountaineer, skier, and surfer.

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