- Home Page /
- Books /
- Computers & Technology /
- Databases & Big Data /
- Data Modeling & Design /
- Power BI for Finance: Design effective dashbo...
Item #:
209840543
Power BI for Finance: Design effective dashboards, models, and forecasts for finance teams
Item #:
209840543
NAD 855
Price Details
Excluding Shipping & Custom charges ( Shipping and custom charges will be calculated on checkout )
*All items will import from US
In stock
Imported from USA store
QTY:
Order now and get it around Thursday, June 25
Secured transaction
Ubuy works hard to protect your security and privacy. Our advanced payment security system ensures confidentiality by encrypting your information during transmission using AES (Advanced Encryption Standards) and SSL (Secure Socket Layer) protocols. Your payment details are 100% secure as we do not share your payment details with third party sellers.
Our Top Logistics Partners
Empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes.
Fast
Shipping
Free
Return*
Secure Packaging
100% Original Products
PCI DSS Compliance
ISO 27001 Certified
Note: Step Down Voltage Transformer required for using electronics products of US store (110-120). Recommended power converters Buy Now.
What Stands Out
Intuitive Dashboards
Create customizable and visually appealing dashboards that provide finance teams with essential insights at a glance, enhancing decision-making and improving overall financial performance.
Advanced Forecasting
Leverage predictive analytics tools to generate accurate forecasts, allowing finance professionals to strategize effectively and stay ahead of market trends, ensuring data-driven financial planning.
Seamless Integration
Easily connect Power BI with existing financial systems and databases, minimizing data silos and maximizing the utility of financial data for comprehensive analysis and reporting.
Product Details
- 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: DRM-free PDF version + access to Packt's next-gen Reader*Key FeaturesEngineer optimal star schema data models for financial planning and analysisImplement common financial logic, calendars, and variance calculationsCreate dynamic, formatted reports for income statements, balance sheets, and cash flowPurchase of the print or Kindle book includes a free PDF eBookBook 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 like 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 with visual design and formatting best practices.With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like 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.*Email sign-up and proof of purchase requiredWhat you will learnApply multi-currency handling and group consolidation techniques in Power BIModel discounted cash flow and company valuation scenariosDesign and manage write-back workflows with Dynamics BPP and ActerysIntegrate Excel and Power BI using live connections and cube formulasUtilize AI, Copilot, and LLMs to enhance automation and insight generationCreate complete finance-focused dashboards for sales and operations planningWho 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.Table of ContentsIntroducing Power BI for FinanceFinancial Logic with Power BIBusiness Information DesignHow to Realize Financial Reporting in Power BIIntegrating Excel and Power BI for Financial RequirementsHandling Multi-Currency Requirements in Power BIManagement, Group, and Board ReportingRolling Reporting ForecastsDiscounted Cash Flow Public Company ValuationPrice Volume Mix AnalysisWrite-Back Options in Power BICase Study – Planning ModelAdvanced Analytics and Machine LearningUsing LLMs and Copilot in Power BI to Improve Financial Analysis
| Publisher | Packt Publishing |
| Publication date | November 26, 2025 |
| Language | English |
| Print length | 330 pages |
| ISBN-10 | 1837635013 |
| ISBN-13 | 978-1837635016 |
| Item Weight | 1.25 pounds (570 grams) |
| Dimensions | 7.5 x 0.75 x 9.25 inches (19.1 x 1.9 x 23.5 cm) |
Who Should Buy?
-
Finance Analysts
Ideal for finance analysts needing to create insightful visualizations and dashboards to drive data-informed decision-making.
-
Budget Managers
Helps budget managers develop effective forecasting models that align budgeting strategies with organizational financial goals.
-
Data-Driven Executives
Perfect for executives requiring clear, concise, and visually appealing dashboards to track financial performance metrics.
-
Non-Financial Users
Not suitable for users outside finance who may struggle with finance concepts and complex dashboard functionalities.
-
Beginners
Inexperienced users might find the sophisticated features overwhelming without prior knowledge of Power BI or financial analytics.
-
Small Businesses
Small businesses with limited financial data may not fully benefit from the comprehensive functionalities provided by this product.
Product Description
Have any Query? Chat with us
Customer Questions & Answers
-
Question:
Who is this book for?
Answer: This book is designed for finance professionals, including CFOs, FP&A managers, controllers, and certified accountants. -
Question:
What tools will I learn to use?
Answer: You will learn to use Power BI, Excel, DAX, and M for financial analysis and reporting. -
Question:
What kind of reports can I create with this guide?
Answer: You can create comprehensive financial reports such as income statements, balance sheets, and cash flow reports.
Data Modeling & Design Editorial Review
**Editorial Review** "Power BI for Finance" is a significant addition to the literature aimed at finance professionals looking to harness the power of Power BI to enhance their reporting and analysis practices. The author, Martin Kratky, skillfully navigates the complexities of financial modeling, demonstrating a deep understanding of the unique challenges faced by financial teams. With topics ranging from multi-currency Consolidations to variance analysis and advanced forecasting, this book covers essential aspects that are often overlooked in general Power BI literature, making it a valuable resource for CFOs, FP&A managers, and financial analysts. The book strikes a balance between foundational principles and advanced functionalities. Beginners with basic Power BI knowledge can find the content manageable, while seasoned professionals will appreciate the detailed discussions on star schema design, DAX patterns for financial KPIs, and practical reporting techniques. Readers are engaged with real-world examples that facilitate hands-on learning, ensuring they can apply the concepts directly to their workflows. Importantly, the integration of AI and Power BI is explored, highlighting the future of financial analysis and how professionals can leverage tools like Copilot to streamline their reporting processes. The inclusion of Excel integration and live data connection workflows further enhances the book’s practicality, making it a comprehensive guide for teams that need to integrate traditional spreadsheet workflows with modern BI tools. Despite some criticisms regarding its assumption of prior knowledge in Power Query and DAX, the overall Consensus is that "Power BI for Finance" successfully caters to its intended audience, ultimately making it an indispensable tool for any finance professional looking to elevate their data analysis skills. **
Customer Reviews & Ratings
12 customers ratings
-
5 Star
54%
-
4 Star
18%
-
3 Star
14%
-
2 Star
0%
-
1 Star
14%
Review this product
Share your thoughts with other customers
Pros
- Comprehensive coverage of finance-specific Power BI applications.
- Detailed explanations and hands-on examples from real-world scenarios.
- Accessible for finance practitioners with basic Power BI knowledge while offering advanced insights.
- Strong focus on practical implementation, including multi-currency handling and forecasting.
- Integration of AI techniques for enhanced financial analysis.
Cons
- Assumes prior knowledge of Power Query and DAX, which may limit accessibility for some users.
Product Price History
Important information
- Limitations : For products shipped internationally, please note that any manufacturer warranty may not be valid; manufacturer service options may not be available; product manuals, instructions, and safety warnings may not be in destination country languages; the products (and accompanying materials) may not be designed in accordance with destination country standards, specifications, and labeling requirements; and the products may not conform to destination country voltage and other electrical standards (requiring use of an adapter or converter if appropriate). The recipient is responsible for assuring that the product can be lawfully imported to the destination country. When ordering from Ubuy or its affiliates, the recipient is the importer of record and must comply with all laws and regulations of the destination country.
- Not all the products listed on Ubuy are for sale, as Ubuy is a global search engine. Products are subject to export/trade regulations.
NAD 855
Order now and get it around Thursday, June 25
This item is not restrict in my country.(Please click on above link if this item is not restrict in your country, So our team will review and allow.)
QTY:
Secured transaction
Ubuy works hard to protect your security and privacy. Our advanced payment security system ensures confidentiality by encrypting your information during transmission using AES (Advanced Encryption Standards) and SSL (Secure Socket Layer) protocols. Your payment details are 100% secure as we do not share your payment details with third party sellers.
Our Top Logistics Partners
Fastest cross-border delivery
Features & Benefits
- Build effective data models for financial planning and budgeting.
- Learn to implement financial logic with DAX and M for accurate analysis.
- Create dynamic reports for income statements, balance sheets, and cash flows.
- Handle multi-currency setups and perform group consolidations efficiently.
- Integrate Excel and Power BI for enhanced data management.
- Utilize AI tools to automate and improve financial analytics.