Bob Duffy: PBI Financial Modelling Masterclass - Part 1 PL/BS

Important Details
This event will be ONLINE using Teams. not in person!

Topic Summary
If you're tasked with building scalable P&L or Balance Sheet Statements, this session is tailor-made for you.

Join us as we guide you through transitioning from a traditional measure-based approach to a faster, more efficient, and scalable model-based solution. This methodology has been successfully implemented across industries—from small businesses to billion-euro multinationals—enabling the consolidation of multiple disparate ERPs into a single model for advanced analytics and reporting.

In this session, you'll learn key concepts such as:
• Modelling the Chart of Accounts
• Transitioning from Static to Dynamic and Metadata-Driven
• Handling Ragged Hierarchies in financial reports
• Using Calculated Groups to enhance flexibility
• Implementing Dynamic Formatting for cleaner, more readable reports
• Modelling Profit Variations, including metrics like EBITDA
• Injecting Running Sums and KPIs into your financial reports—all without using DAX
• Seamlessly generating multiple versions of a statement with different layouts.

This is the “secret sauce” to transforming your financial statements into lightning-fast, scalable, and extensible tools for decision-making.

As a bonus, you’ll receive a fully downloadable PBIX file, allowing you to reproduce and experiment with the concepts shared in this session.