Financial Modeling and Reporting with Microsoft Power BI is the definitive guide to designing high-performance, flexible, and insightful financial reports using Power BI. This Power BI book empowers finance and BI professionals to create everything from trial balances to enterprise-wide performance dashboards with ease and precision.

The book starts by helping you define your reporting goals and data sources, mapping these needs to Power BI’s capabilities. You’ll then build a core financial data model—covering ledger transactions, charts of accounts, and multi-company support. As you proceed, you’ll integrate complex DAX measures, handle foreign exchange and journal entries, and extend your model with budgeting and inventory data.

Each chapter builds toward a comprehensive suite of reports, complete with visual best practices and tested metrics. You’ll learn to streamline datasets using Power Query, test for data integrity, and generate printable reports via Power BI Paginated. The final chapters dive into using AI, predictive analytics, and Microsoft Fabric to future-proof your reporting.

Whether you're consolidating data across systems or evolving your reports for changing business needs, this hands-on guide ensures you’re prepared to meet the demands of modern finance.

What you will learn

Build core financial models from ledgers and accounts
Create Trial Balance and Income Statements using DAX
Optimize Power BI with Power Query and data transformation
Add budgets, targets, and KPIs to performance dashboards
Integrate inventory data for nuanced stock reporting
Produce printable reports using Power BI Paginated
Apply AI for report generation and predictive analytics
Test, tune, and evolve reports for secure, scalable use

Who this book is for

This book is for finance professionals, accountants, financial analysts, and BI developers who want to leverage Power BI to improve, automate, and future-proof their financial reporting. Whether consolidating data from ERPs, building reports across entities, or exploring advanced Power BI features, this book equips readers with practical skills and strategic insight.

Identifying Your Reporting Needs and Data Sources
The Basic Model for Financial Reporting
Creating a Trial Balance and Income Statement
Common DAX Measures
Handling Manual Journal Entries
Streamlining with Power Query
Incorporating Budgets and Targets
Managing Inventory Data
Creating a Suite of Financial Reports
Testing and Fine-Tuning Your Data
Printable Financial Statements with Power BI Paginated
Financial Reporting in an AI-Driven World
Evolving and Maintaining Your Reports

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Financial Modeling and Reporting with Microsoft Power BI

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