Power BI – Profit and Loss Statement Analysis

Monthly Analysis, Yearly Analysis and Trend Analysis

Created by: Ramesh M
Power BI Developer

What Will I Learn?

• Power BI Fundamentals: Covering data import, data modeling, analysis, and visualization techniques.
• Financial Statement Preparation: Creating Profit & Loss Statements (Income Statements).
• Monthly Profit & Loss Analysis: Conducting detailed monthly reviews of financial performance.
• Yearly Profit & Loss Analysis: Performing comprehensive yearly evaluations of financial statements.
• Trend Analysis: Developing charts to analyze trends in gross profit and net profit.
• Matrix Table Formatting: Utilizing DAX formulas to format tables and perform calculations.
• Comprehensive Profit Calculations: Displaying Gross Profit, Gross Profit %, EBITDA, EBIT, EBT, and Net Profit in a single table.
• Dynamic Financial Dashboards: Designing visually appealing and interactive financial reporting and analytics dashboards.

Requirements

• Understanding of Power BI
• Basic knowledge of Income Statements
• Familiarity with DAX (Data Analysis Expressions)

Target audience

• This Project-Based Course is designed for Business Analysts, Account Professionals, and Power BI Developers who want to gain expertise in analyzing Profit and Loss/Income Statements. You'll develop your analytical skills through hands-on demonstrations and assignments.