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Build an Income Statement Dashboard in Power BI

Abhishek Jha

In this 1.5 hours long project, we will be creating an income statement dashboard filled with relevant charts and data. Power BI dashboards are an amazing way to visualize data and make them interactive. We will begin this guided project by importing the data and transforming it in the Power Query editor. We will then visualize the Income Statement using a table, visualize total revenue, operating income and net income using cards and in the final task visualize the year on year growth using clustered column charts. This project is for anyone who is interested in Power BI and data visualization and specially for those who work in accounts and finance departments. By the end of this course, you will be confident in creating financial statement dashboards with many different kinds of visualizations.

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What's inside

Syllabus

Project Overview
In this 1.5 hour long project, we will be creating an income statement dashboard filled with relevant charts and data. We will begin by importing the data into Power BI. We will then transform the data in the power query editor to make it usable. We will then create different kinds of visualizations like tables, cards and charts. By the end of this course, you will be confident in creating financial statement dashboards with many different kinds of visualizations.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops core skills in relevant data visualization and financial analysis
Builds a strong foundation in financial statement dashboard creation, making it appropriate for beginners
Taught by Abhishek Jha, who is yet to build a strong reputation in the field

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Build an Income Statement Dashboard in Power BI with these activities:
Attend a Power BI Meetup or conference
Connect with other professionals in the field and gain insights into industry best practices.
Browse courses on Power BI
Show steps
  • Find a Power BI Meetup or conference in your area
  • Register for the event
  • Attend the event and network with other attendees
Join a study group or online forum for Power BI users
Gain perspectives from others and collaborate to reinforce your understanding of course concepts.
Browse courses on Power BI
Show steps
  • Find a study group or online forum for Power BI users
  • Join the study group or online forum
  • Participate in discussions and ask questions
Practice writing Power BI DAX queries
Develop fluency with DAX to support your work creating these dashboards.
Browse courses on DAX
Show steps
  • Review the Microsoft DAX documentation
  • Complete the DAX tutorial on the Microsoft website
  • Find a dataset to practice with and write DAX queries to extract insights
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a Power BI dashboard from scratch
Reinforce your learning by creating your dashboard from the ground up.
Browse courses on Power BI
Show steps
  • Watch a tutorial on YouTube or Coursera on how to create a Power BI dashboard
  • Follow the steps in the tutorial to create your own Power BI dashboard
  • Publish your dashboard to the Power BI service
Write a blog post about how to create a Power BI dashboard
Share your knowledge and insights with others to enhance your understanding.
Browse courses on Power BI
Show steps
  • Choose a topic for your blog post
  • Write a blog post about how to create a Power BI dashboard
  • Publish your blog post on your website or blog
Contribute to the Power BI open-source community
Deepen your understanding of Power BI and contribute to the broader community.
Browse courses on Power BI
Show steps
  • Find an open-source Power BI project on GitHub
  • Contribute to the project by fixing bugs or adding new features
  • Submit a pull request to the project
Design a financial dashboard for a real-world company
Apply your skills to a real-world situation to further develop your expertise.
Browse courses on Data Visualization
Show steps
  • Choose a company that you are interested in
  • Gather financial data for the company
  • Design a financial dashboard using Power BI
  • Present your dashboard to a group of peers or colleagues

Career center

Learners who complete Build an Income Statement Dashboard in Power BI will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts work with complex data, often financial in nature. This course can help build a foundation for working with financial data by teaching ways to visualize it. This is an especially useful course for those who wish to become Financial Analysts as it can enhance their abilities to communicate and present data in a way that is easy to understand.
See salaries and explore the career path for Financial Analyst
Management Consultant
Management Consultants advise organizations on how to improve their operations and performance. This course can be useful for Management Consultants as it focuses on visualizing data to help identify trends and patterns, which can lead to better decision-making.
See salaries and explore the career path for Management Consultant
Financial Manager
Financial Managers oversee the financial health of organizations and make decisions on how to allocate resources. This course can help develop skills in visualizing financial data, which can be particularly useful when communicating complex information to stakeholders.
See salaries and explore the career path for Financial Manager
Business Analyst
Business Analysts help organizations to make informed decisions by analyzing data and providing insights. This course helps build skills in financial data visualization, which is particularly important in the analysis of financial statements.
See salaries and explore the career path for Business Analyst
Data Analyst
Data Analysts collect, process, and analyze data to extract meaningful insights. This course can enhance a Data Analyst's ability to visualize data, which can make data more understandable and actionable.
See salaries and explore the career path for Data Analyst
Auditor
Auditors evaluate the financial records of organizations to ensure accuracy and compliance. This course may be helpful as it provides foundational skills for understanding and visualizing financial data.
See salaries and explore the career path for Auditor
Financial Planner
Financial Planners help individuals and families manage their finances and plan for the future. This course can enhance skills in visualizing financial data, which is crucial when presenting financial information to clients.
See salaries and explore the career path for Financial Planner
Accountant
Accountants prepare and maintain financial records, and advise organizations on financial matters. This course can help build skills in visualizing financial data, which is especially useful for Accountants as it enhances the analysis and communication of financial information.
See salaries and explore the career path for Accountant
Tax Accountant
Tax Accountants prepare and file tax returns, and advise clients on tax matters. This course can enhance skills in visualizing financial data, which is particularly useful in the analysis of financial information for tax purposes.
See salaries and explore the career path for Tax Accountant
Controller
Controllers oversee the financial operations of organizations. This course can provide a better understanding of financial data visualization, particularly in the context of financial reporting and analysis.
See salaries and explore the career path for Controller
Budget Analyst
Budget Analysts help organizations to plan and manage their finances. This course can enhance skills in visualizing financial data, particularly in the context of budgeting.
See salaries and explore the career path for Budget Analyst
Financial Advisor
Financial Advisors provide financial guidance and advice to clients. This course can enhance skills in visualizing financial data, which is particularly useful when presenting financial information to clients.
See salaries and explore the career path for Financial Advisor
Investment Analyst
Investment Analysts evaluate and make recommendations on investments. This course can help build a foundation in financial data visualization, providing a better understanding of financial data and how to make informed decisions.
See salaries and explore the career path for Investment Analyst
Risk Analyst
Risk Analysts identify and assess risks to organizations. This course can help build skills in visualizing financial data, which can improve the identification and communication of risks.
See salaries and explore the career path for Risk Analyst
Actuary
Actuaries use mathematical and statistical methods to assess risk and uncertainty. This course can provide a foundation in visualizing financial data, which is useful for analyzing and presenting risk-related information.
See salaries and explore the career path for Actuary

Reading list

We've selected ten books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Build an Income Statement Dashboard in Power BI.
Cover image
Financial Statement Analysis Workbook
Save
Provides a comprehensive overview of financial statement analysis, and explains how to interpret financial statements to make informed investment decisions.
Financial Statement Analysis Workbook
Paperback
Check
Financial Statement Analysis Workbook
Kindle Edition
Check
Cover image
The Intelligent Investor, 3rd Ed.
Save
This classic book on investing provides a wealth of wisdom and insights on how to make sound investment decisions.
The Intelligent Investor, 3rd Ed.: The Definitive...
Hardcover
$$
Cover image
Security Analysis, Sixth Edition, Part I - Survey...
Save
Is considered to be the bible of security analysis, and provides a comprehensive overview of the fundamental principles of investing.
Security Analysis, Sixth Edition, Part I - Survey...
Paperback
Check
Security Analysis, Sixth Edition, Part I - Survey...
Kindle Edition
Check
Fit and Fashionable Practice Set
Save
This textbook provides a comprehensive overview of financial accounting principles and practices.
Fit and Fashionable Practice Set
Paperback
Check
Fit and Fashionable Practice Set
Kindle Edition
Check
Cover image
Accounting Principles
Save
This textbook provides a clear and concise overview of accounting principles and practices.
Accounting Principles
Paperback
Check
Accounting Principles
Kindle Edition
Check
Financial Reporting and Analysis
Save
This textbook provides a comprehensive overview of financial reporting and analysis.
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
By Charles H. Gibson - Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$$
By Charles H. Gibson Financial Reporting and...
Hardcover
$$$$
Financial Reporting and Analysis: Using Financial...
Paperback
$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$
Financial Reporting and Analysis: Using Financial...
Hardcover
$$$
Financial Reporting and Analysis
Kindle Edition
$$$
Cover image
Introduction to Management Accounting
Save
This textbook provides a comprehensive overview of cost accounting.
Introduction to Management Accounting
Kindle Edition
$$$
Introduction to Management Accounting with...
Paperback
$$
Introduction to Managerial Accounting
Save
This textbook provides a clear and concise overview of managerial accounting.
Introduction to Managerial Accounting
Paperback
Check
Introduction to Managerial Accounting
Kindle Edition
Check
Cover image
Accounting and Auditing Research
Save
Provides a comprehensive overview of financial accounting standards.
Accounting and Auditing Research: Tools and...
Paperback
$$$$
Accounting & Auditing Research: Tools & Strategies
Paperback
$$
Accounting and Auditing Research and Databases:...
Hardcover
$$$
Accounting and Auditing Research: Tools and...
Unknown Binding
$$$$
Accounting and Auditing Research: Tools and...
Kindle Edition
$$$$
Cover image
Auditing
Save
This textbook provides a comprehensive overview of auditing.
Auditing: The Art and Science of Assurance...
Hardcover
$$$
Auditing: The Art and Science of Assurance...
Hardcover
$$$

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Course image
Effort
1.5 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Abhishek Jha
Language
English
Good to know
Develops core skills in relevant data visualization and financial analysis
Builds a strong foundation in financial statement dashboard creation, making it appropriate for beginners
Taught by Abhishek Jha, who is yet to build a strong reputation in the field
Share and help others discover this course.
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