Power BI for Finance: Design effective dashboards, models, and forecasts for finance teams-电子书百科大全

Power BI for Finance: Design effective dashboards, models, and forecasts for finance teams book cover

Power BI for Finance: Design effective dashboards, models, and forecasts for finance teams

Author(s): Martin Kratky (Author)

Publisher: Packt Publishing
Publication Date: November 26, 2025
Language: English
Print length: 330 pages
ISBN-10: 1837635013
ISBN-13: 9781837635016

Book Description

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.

*Email sign-up and proof of purchase required

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.

Introducing Power BI for Finance
Financial Logic with Power BI
Business Information Design
How to Realize Financial Reporting in Power BI
Integrating Excel and Power BI for Financial Requirements
Handling Multi-Currency Requirements in Power BI
Management, Group, and Board Reporting
Rolling Reporting Forecasts
Discounted Cash Flow Public Company Valuation
Price Volume Mix Analysis
Write-Back Options in Power BI
Case Study – Planning Model
Advanced Analytics and Machine Learning
Using LLMs and Copilot in Power BI to Improve Financial Analysis

Editorial Reviews

About the Author

Martin has over 20 years' experience advising clients and implementing analytics and planning systems for some of the largest organisations in the world. He has worked with Power BI from the start, developing the initial, finance-related Power BI demo models. Martin has led more than 100 Power BI implementations and has 8 entries in the Power BI Partner Showcase. He is the co-founder of Managility, a specialized consulting company for analytics and planning implementations as well as the developer of Acterys, an integrated suite of applications and Power BI visuals for the Power BI ecosystem. Martin lives in Byron Bay, Australia and is an avid mountaineer, skier, and surfer.

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