Register Power BI Bootcamp 2021

Tips and Tricks for working with Finance data in Power BI

Status: Accepted

Excel has always been the tool of choice for the finance team with the flexibility it provides for logic, formatting and presentation of numbers. But this flexibility has also caused Governance nightmares, performance issues and huge risks with manual processes. Is it possible to also achieve the desired outcomes and flexibility with Power BI whilst also having all the benefits of working in a more controlled, automated and feature-rich environment? Yes! In this session Rishi will show how you can have your finance cake and eat it, showing how to build dynamically formatted financial statements , waterfall charts and KPIs in Power BI to tell an engaging story with finance data. This will be based on the data and reports shown in the blog series at and the role play session at

Technical Level: 200

Presented By: Rishi Sapra ACA, MCT, Microsoft MVP

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