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Financial Modeling and Reporting with Microsoft Power BI
book

Financial Modeling and Reporting with Microsoft Power BI

by Andy Clark, Tom Gough, Shailan Chudasama
May 2026
Beginner to intermediate
350 pages
8h 29m
English
Packt Publishing
Content preview from Financial Modeling and Reporting with Microsoft Power BI

3

Creating a Trial Balance and Income Statement

In Chapter 2, The Basic Model for Financial Reporting, we began work on our Power BI model by loading and relating the tables, starting the process of building a semantic model. This gave Power BI information on the context between the tables, providing the basis to relate the various elements of data. Good practices in data modeling are the foundation of Power BI. However, so far, we haven't visualized anything, and we're sure that many of you will be keen to see something tangible.

Before we can visualize our data, we need to do some further enrichment of our data model. Unless we do this, we'll be limited as to what we can do beyond simple aggregations, and since every balance will add up to ...

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Publisher Resources

ISBN: 9781835880265