Leveraging SWITCHTRUE Logic for Template Design
Course Content
0 / 55 completedPlanning your data model (1) (1)
Data Model Planning
Importing Data into Your Model
Best Practices for Structuring Financial Reporting Data
Constructing an Effective Data Model & Establishing Correct Relationships
Effective Organization of Your Data Model
Mastering the Integration of Multiple Tables
Transforming Data with the Query Editor
Constructing Your Model's First DAX Formulas
Introduction
Power BI model and raw data review
Exploring Initial DAX Calculations
Dealing with +ve-ve numbers
Creating rollup subtotals calculations
Incorporating Financial Template Design into Report Pages
Overlaying Main DAX Formula Combinations onto Template Designs
Exploring Options for Template Designs and Visuals
Performing Time Comparison Calculations
Other template calculation possibilities
Managing Data at Various Granularities
Handling Unique Table Designs and Summary Calculations
Computing Subtotal Amounts
Leveraging SWITCHTRUE Logic for Template Design
Building a Summary Table of Key Financial Ratios
Calculating Accurate Summary Totals
Initiating DAX Functions for Report Breakdown
Applying SWITCHTRUE Formula Techniques
Breaking Down Key Summary Lines into New Tables
Creating visuals when dealing with -ve numbers
Considerations for Modelling
Reviewing Receivables Reconciliation
Advanced Dynamic Grouping Modeling and Formula Techniques
Exploring Visualization Options
Setting Up Initial DAX Formula Requirements
Harnessing Dynamic Visualization Techniques
Implementing DAX Formulas
Bringing It All Together Showcasing Key Revenue Insights
Experimenting with Unique DAX Formula Combinations
Mastering Ranking Formula Techniques
Essential Visualization Tips
Creating a Captivating Color Palette Best Practice Visualization Techniques
Creating a User-Friendly Report Navigation Using Unique Icons and Bookmarks
Course Wrap-Up Final Tips and Techniques
Deep Dive into Bank Financial Statements and Scenario Modelling
Introduction to Financial Statement Modelling for Banks
Data Ingestion and Structuring for Bank Financial Modelling
Scripting and Visualizing Financial Measures in Power BI
Advanced Measure Creation using Tabular Editor in Power BI
Creating Financial Ratios and Benchmarking in Power BI
Conclusion Comprehensive Financial Modeling Recap
Scenario Modeling with What-If Parameters in Power BI
Templating and Recognizing Values
Data Aggregation and Organization
Working with the Expense Table
Financial Reporting Tips and Techniques