PBI Financial Modelling Masterclass - Part 1 PL/BS
Details
Note: This event is published on BOTH SQL Ireland and Fabric User Groups, but future events will just be published on the Fabric User Group. Make sure to join there to get notifications of evnts.
https://www.meetup.com/microsoft-fabric-dublin
Details
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.
