Xero Power BI 3-way modelling

You will be guided through a process to develop a Power BI data model with all three financial statements (Income Statement, Balance Sheet and Cash Flow) built using Power BI connected to the Excel model and Xero leveraging AI visuals.

We will also provide you with detailed training materials including slides, session recording and an instruction manual in the event you get lost along the way

What do you get?
We will give you access to the Xero demo company data set and set you up to learn how to build a Power BI data model using the Excel model built (note: you won’t build the Excel model it will be given to you). 

Check out the combo package or Modern Excel training if you want to learn how to build the financial model.

All data, working models and training materials will be provided, including the recording post.

Key topics include:

• Introduction to Power BI and the 4 core pillars.
  
• Understand structurally a best practice approach to design the financial data model schema in Power Query inside Power BI along with advanced editing of M Script.
  
• Introduction and basic understanding of Data Analysis Expression (DAX)
  
• Building best practice relationships within the financial data model whilst being able to separate the financial year from the calendar year where these are sometimes out of sync in the real world.
  
• Setting up a simple and easy-to-follow home page and navigation
  
• Connecting the data model and measures to the relevant visualisations and structural elements of the Power BI report.