November 2025
Intermediate to advanced
330 pages
6h 44m
English
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: DRM-free PDF version + access to Packt's 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 Description
Martin 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.
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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 for
This 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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