Financial Modelling with Power BI
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- Опубликовано: 15 июл 2024
- Bob will show the “secret sauce” to financial modelling for General Ledger (GL) structures such as Profit and Loss and Balance Sheet.
Speaker: Bob Duffy SQLbits.com/speakers/Bob_Duffy
Speaker Blog: prodata.ie/author/bob/
Speaker BIO: Bob Duffy is a SQL Server MVP, currently working as Database and Solution Architect in Dublin, Ireland. He has over 28 years experience in the database sector, with MCA, MCM and Maestro certification.
SQLbits.com/Sessions/Financial...
Tags: Developing,On-prem,Cloud,Power BI,Database engine,data modeling 
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Thanks Bob! Great video!
Thank you Bob - moving Financial Reporting to Power BI is the way to go. Keep up the good work
Much appreciated!
@@SQLBits Do you guys feel like power BI info could now suffice for a reporting SW, like QBs. I really dislike QBs and am a small contractor, looking for something new. Thoughts?
Thanks, bob, amazing work, where we can see the entire video of this model being built in Power BI.
Amazing!!!! Thanks a lot!!!!
subscribed. thanks for sharing
Thank you so much for your content
No worries!
Thank you Bob, would you please share the data set please by that we can practice here and can learn the skill
Nice Bob!. Thanks for sharing.-
Thanks for listening! :)
Hi can I have the data used to create this model P&L statement please?
Hi Bob, The approach to reduce multiple dax measures for every line in P&L report to single measure based on sum (for all the lines) is great. Thanks for the sharing. However, I can see that the sum-based measure you use in presentation (for example "GL amount") is something more complex that (calculate(sum(GL_Sum))). Is there any chance to discover dax part for formulas you use for the named measures? For examle how "operator" column in proforma report table is used in calculation... Could you give any advise on where i Could get more info on dax part of your presentation?
how u have populate DimFinancialReport and ReportAccountRules in sql and share its script
Hi Bro.. I'm not good in coding and maths but interested in stock markets leaved manual testing job due to my music can I take this as a switch and what's the path do we skip excel for financial modelling
No data set? :(
Hi Bob! I have just started to gather information about financial reports. May I ask for the original bi file for further inspection. It would be great. THanks
Yea, by scintific reasons I need it too
WITHOUT EXCEL FILE IT CANT BE UNDERSTOD.
Can I get files for this course
Hi Mohammed, you can get in touch with the speakers who taught this video via LinkedIn and Twitter if you have any questions!
Hi Bob, your variance analysis is wrong. Actual Expenses > Budget Expenses is negative variance instead of positive variance