Learn to build dynamic reports and dashboards that compare budgeted and actual performance. This hands-on course covers data modeling, variance calculations, and visual storytelling—perfect for finance teams and analysts who want clearer insights and faster reporting.
Send prefered dates and group size to hello@generalBI.com.
Prerequisites
Familiarity with Power BI Desktop or The Definitive Introduction to Power BI.
Audience
This course is designed for finance professionals, analysts, and operations managers who are responsible for budgeting, forecasting, and performance tracking. Ideal for those who work with financial data and want to streamline reporting, automate variance analysis, and create insightful dashboards to compare budgeted and actual figures using Power BI.
Course Content
- Comparing Actuals to Commitments by Fiscal Year, Month, Quarter and other dimensions
- Working with SAP extracts, Actuals, Commitments, Cost Center, Internal Order, Fund and General Ledger
- Identifying and correcting common data issues.
- Tabular and Cross Tabular information
- Time Intelligence concepts
- Unpivot vs. Pivot
- Merge vs. Append
- Government, NGO (Non Government Organization) fiscal years beginning April 1st and July 1st
- Surrogate Keys
- Kimbal methodology
- Star Schema, Transforming Data
- DAX (Data Analysis Expressions)
- Measures and organizing measures with Measures Tables and Display Folders.
- Easily refreshing and rebinding your work.
Course Setup Checklist
- Power BI Desktop:
- Work computers: Install via your software center or contact your help desk.
- Personal computers: A free download link will be provided upon registration.
- Computer with at least two monitors and a mouse.
- The course files (download link provided when you register).