Build impactful data models and reports in Power BI for core financial processes like planning, budgeting, and valuations using real-world templates, logic patterns, and step-by-step solutionsKey Features Design optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Build dynamic, formatted reports for income statements, balance sheets, and cash flow Book DescriptionPower BI for Finance is a hands-on guide for finance professionals, from CFOs to accountant, who want to use Power BI to streamline and enhance financial processes. Starting with the foundation of every effective BI solution—a well-designed data model—the book shows how to structure star schemas and integrate common financial data sources such as ERP and accounting systems. You’ll then dive into implementing 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, including formatting best practices and visual design tips. With dedicated chapters on advanced workflows, you will learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as rolling forecasts, annual budgets, and S&OP. Real-world case studies cover company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The book also explores AI and Copilot to enhance financial analytics.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 & operations planning Who this book is forThis 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. A basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.