Using Power BI to build Financial Dashboards by Avi Singh

If you work in Finance or with Financial data, it is likely that you have a love-hate relationship with Excel. The good news is, while you were not looking, Excel has been transformed. The modern Excel, teamed up with Power BI helps you quickly go from data to insights.

This means that financial analysts, rather than wrestling with data and queries, could instead, focus on serving their customer – the business – by providing smart analysis, insights and financial guidance.

In this webinar, we will cover a real case study for a Finance team and show you how you can leverage Excel and Power BI to

  • Combine Multiple Data Sources with Easy Refresh: Combine multiple official sources (e.g. General Ledger, Personnel) with your own custom datasets/mappings. All, while providing one-click or automated refresh.
  • Establish a Single Source of Truth: All reports (in Power BI or Excel) would connect to the Power BI Data Model as the verified source of the truth. This avoids any confusion around numbers not matching across various reports.
  • Analyze Your Data Easily: You can easily slice-and-dice your data using any Dimension or Lookup Table in the Data Model. E.g. by Product, Department, Geography.
  • Define Complex Calculations: Power BI offers a powerful formula language in DAX, which allows us to build sophisticated functionality in our reporting. Such as ability to easily select a time frame – Closed Month, Quarter-to-Date, Year-to-Date; select a specific comparison – Actuals against Budget/Forecast/Prior Year Actuals.
  • Personalized Dashboard using Row Level Security at SSAS Tabular. This shows each user a customized dashboard based on the Organization Group they belong to
  • Natural Language Q&A via Power BI or directly from desktop using Cortana

About Avi Singh

Avi Singh is a Power BI trainer and consultant based out of Seattle. He is a Microsoft MVP, co-author of the top-selling book “Power Pivot and Power BI: An Excel User’s Guide” and a regular speaker at conferences and user events.

Avi has personally experienced the transformation and empowerment that Power BI can bring, going from an Excel user to building large-scale Power BI solutions. His mission now is to share his knowledge about Power BI.

You can follow him on his blog at or video blog at

Avi Singh

Principal Consultant, PowerPivotPro