Course curriculum

  • 1

    Welcome to 'P&L in an hour'

    • A message from Frank

    • How to use this ' PnL in an hour' course

    • Schedule your welcome call (15 min)

    • Join the 'The Finance corner in the Power BI Community'

    • Support groupcall every two weeks

    • Downloads

    • Instruction to use this platform

    • Before we begin...
  • 2

    General

    • Some accounting basics

    • Tables for the Profit and Loss

    • Data model overview

    • Relationships between tables and explore dataset
  • 3

    Get started

    • Step 1 Get Data

    • Step 2 Get data Load Calendar

    • Step 3 Data model relationships

    • Step 4 till 6 Setup P&L matrix visual
  • 4

    Basic Profit and Loss Measure

    • Step 7 DAX measure Actuals

    • Step 8 First P&L measure with subtotal Gross Margin

    • Step 9 P&L Measure more subtotals

    • Share your Journey Progress 🎉
  • 5

    Presentation

    • Step 10 Clean-up a little bit

    • Step 10b Presentation negative numbers and in thousands

    • Step 11 Present costs as positive numbers

    • Share your Journey Progress 🎉
  • 6

    Analyze

    • Step 12 Compare with previous year

    • Step 12b Compare by Organizational unit

    • Step 13 Downdrill and Drill through

    • Step 13 Extra Drillthrough by button

    • Step 14 Suppress subtotal expand

    • Step 15 GrossMargin percentage

    • Step 16 Trend 13 months

    • Step 16 Trend last year and selected year

    • Step 17 Select Month or YTM

    • Share your Journey Progress 🎉
  • 7

    Layout

    • Step 18 A Background

    • Step 18 B Theme Colors and Titles

    • Step 18 C Some KPI's on top

    • Step 18 D Formatting visuals

    • Step 18 E Detail page(s)

    • Share your result 🎉💥
  • 8

    Next steps

    • More resources for you

    • Before you go...