In this chapter, you'll learn the components the balance sheet and income statement and see how they are derived from the accounting equation.  With this information, you will examine these financial statements using DAX and creating key measures.

The balance sheet

Accounting equation classification

Getting to know the balance sheet

Balance Sheet model overview

Getting ready for financial statements

Detecting balance sheet trends

The income statement

Income Statement vs Balance Sheet

Getting to know the income statement

Income Statement model overview

Examining EBITDA

Profit analysis

The Evolution of the Financial Statement 

Budgetary and Forecast planning plays a key role in the financial well-being of a company. By calculating and visualizing the budget, forecast and variance, you will learn how to detect valuable business trends.

Budgetary planning

The benefits of budgeting

Budget analysis in Power BI

Variance

Finding trends

Closer look

Forecast trend analysis

Budgeted and forecasted income statement

The importance of COGS

Income statement budgeting and forecasting

Gross profit

Geographic analysis

Profit forecasting

Budgetary Planning

Performance ratios are financial ratios and other information, that allows a company to determine how well they are doing. You will learn liquidity ratios and how they indicate a firms debt obligation and firm risk.

Liquidity ratios

Ratio analysis

Liquidity dashboard

Liquidity analysis

Ratio visualization

The bigger picture

Profitability analysis

Liquidity vs Profitability

Profit dashboard

Generation of sales

Return on assets

Connecting the dots

Congratulations!

Company Performance  and Financial Analysis

DataCamp vs. Local Experience

Exercises and Datasets

Analyzing financial statements is an important part of understanding the firm's financial health. In this course, we will examine the financial statements of a fictitious automotive company, Larry's Automotive.

We will focus our analysis on the income statement and balance sheet. You will use data visualization to create custom dashboards for the firm's financial information, which will help you identify trends, KPIs, and errors.

In addition to calculating key performance measures, such as COGs and EBITDA, we will spend time determining key profitability ratios, like profit margin. These skills will put you on a good path to becoming a financial analyst.

Analyzing financial statements is an important part of understanding the firm's financial health. 
<br><br>
<h2> Examine financial statements </h2> 
In this course, we will examine the financial statements of a fictitious automotive company, Larry's Automotive. 
<br><br>
<h2> Analyze Income Statements and Balance Sheets </h2> 
We will focus our analysis on the income statement and balance sheet. You will use data visualization to create custom dashboards for the firm's financial information, which will help you identify trends, KPIs, and errors. 
<br><br>
<h2> Calculate KPIs </h2>
In addition to calculating key performance measures, such as COGs and EBITDA, we will spend time determining key profitability ratios, like profit margin. These skills will put you on a good path to becoming a financial analyst.


Variance

Introduction to Financial Statements in Power BI

Exercice interactif pratique