Learn to harness the power of Power BI Desktop for accounting in this comprehensive video tutorial. Master the process of cleaning and transforming data to create dynamic sales dashboards. Import and consolidate multiple text files into a single, easily updatable table for efficient reporting. Explore essential topics including data importation, cleaning techniques, relationship building, DAX functions for calendar tables and calculated columns, cross-tabulated reporting, and interactive dashboard creation. Gain practical skills in visualizing data with column and bar charts, implementing slicers, and updating dashboards with new data. Perfect for accountants looking to enhance their data analysis and visualization capabilities using Power BI Desktop.
Power BI for Accountants - Complete Introduction to Power BI Desktop to Build Reports & Dashboards
ExcelIsFun via YouTube
Overview
Syllabus
) Download Files.
) Video Introduction and review of Topics covered in video.
) Introduction to Power BI Desktop.
) Overview of process of using Power BI Desktop to build our specific Reports and Dashboards.
) Open and Save Power BI File.
) Import Excel dProduct Lookup Tables.
) Import and Append Multiple Text Files with Sales Data.
) Clean Data.
) Discussion of Relationships and why they are important.
) Create Calendar Table using DAX CALENDAR Table Function.
) Create Calculated Columns with DAX Functions: MONTH, FORMAT and YEAR.
) Create Relationships and discuss more about Relationships.
) Save As to save Power BI File.
) Create Cross Tabulated Power BI Report.
) Show Values As % of Column Total.
) Create Gross Profit Dash Board.
) DAX Measure for Gross Profit %.
) Column and Bar Chart as Slicer for Gross Profit Dashboard.
) Dashboard Interactivity.
) Add New Data And Watch Dashboard Update.
) Conclusion & Summary.
Taught by
ExcelIsFun
