Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: DRM-free PDF version + access to Packt's next-gen Reader Key Features Engineer optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Create dynamic, formatted reports for income statements, balance sheets, and cash flow Purchase of the print or Kindle book includes a free PDF eBook Book Description Martin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources like ERP and accounting systems. You’ll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows with visual design and formatting best practices. With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you’ll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics. Email sign-up and proof of purchase required What you will learn Apply multi-currency handling and group consolidation techniques in Power BI Model discounted cash flow and company valuation scenarios Design and manage write-back workflows with Dynamics BPP and Acterys Integrate Excel and Power BI using live connections and cube formulas Utilize AI, Copilot, and LLMs to enhance automation and insight generation Create complete finance-focused dashboards for sales and operations planning Who this book is for This book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide.

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As organizations aim to be more data-driven, integrated, scalable, and collaborative platforms are vital. Azure Databricks delivers unified data analytics for processing, AI, and real-time insights. Its full potential emerges within the integration with the Microsoft ecosystem. This session shows how Azure Databricks serves as the data and AI backbone while empowering users to leverage Microsoft solutions like Power BI, Power Apps and Microsoft Foundry for advanced, real-time decision-making.

Join this hands-on lab to design and deploy a modern, cloud-native analytics and AI solution using Azure Databricks, Microsoft Foundry, and Microsoft Copilot Studio. Work with the Zava-Litware scenario to perform data ingestion, orchestration with Lakeflow, AI-driven insights via Genie, mirrored catalog in Microsoft Fabric, Copilot Studio low-code automation, and advanced reporting in Power BI. Build a scalable, cost-efficient solution showcasing AI-powered analytics for business transformation.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

What if your data migration process could work smarter, not harder? Discover how we collaborated with this client to successfully migrate over 12TB of data while maintaining cost-efficiency and performance, enabling 300+ Power BI reports in real-time mode for instant, actionable insights, and integrate seamlessly with platforms like Workday. Gain insights on cost optimization, data consistency, and driving business agility, while unlocking the potential of your data for smarter decision-making.

Discover how to supercharge analytics and AI workflows using Azure Databricks and Microsoft Fabric. This hands-on lab explores native AI/BI features in Azure Databricks, including ML-powered insights and real-time analytics. Learn multiple ways to serve data to Power BI, with a deep dive into Direct Lake mode with Fabric. Ideal for developers, data scientists, data analysts, and engineers modernizing BI with lakehouse architecture in the AI era.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

Discover how to supercharge analytics and AI workflows using Azure Databricks and Microsoft Fabric. This hands-on lab explores native AI/BI features in Azure Databricks, including ML-powered insights and real-time analytics. Learn multiple ways to serve data to Power BI, with a deep dive into Direct Lake mode with Fabric. Ideal for developers, data scientists, data analysts, and engineers modernizing BI with lakehouse architecture in the AI era.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

In this fast-paced theater session, discover how Microsoft Fabric simplifies data unification with Mirroring and Shortcuts. Instantly connect to any data source—cloud, on-prem, structured or unstructured—without duplication or ETL. Learn how OneLake and its catalog turn connected data into actionable insights for BI and AI at scale.

AI is evolving fast - and the next big leap is Multimodal AI, where systems can see, hear, speak, and understand across text, images, and sound. It’s transforming how organizations innovate, automate, and make decisions. Join us for a 60-minute live session to explore how multimodal AI is reshaping industries, driving business intelligence, and creating new competitive advantages. What you’ll learn: How multimodal AI differs from traditional models; Real-world business use cases transforming operations; Strategies to prepare your organization for the multimodal future; Key tools and skills for leveraging AI innovation.

Discover how Microsoft Fabric empowers business teams by seamlessly connecting data across your organization to drive smarter decisions. In this session, we will cover how Power BI and data agents in Fabric can empower you to be an AI-first organization. Learn how Fabric helps you deliver trusted, AI-powered analytics at scale across the Microsoft ecosystem.

Discover how to supercharge analytics and AI workflows using Azure Databricks and Microsoft Fabric. This hands-on lab explores native AI/BI features in Azure Databricks, including ML-powered insights and real-time analytics. Learn multiple ways to serve data to Power BI, with a deep dive into Direct Lake mode with Fabric. Ideal for developers, data scientists, data analysts, and engineers modernizing BI with lakehouse architecture in the AI era.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

Join this hands-on lab to design and deploy a modern, cloud-native analytics and AI solution using Azure Databricks, Microsoft Foundry, and Microsoft Copilot Studio. Work with the Zava-Litware scenario to perform data ingestion, orchestration with Lakeflow, AI-driven insights via Genie, mirrored catalog in Microsoft Fabric, Copilot Studio low-code automation, and advanced reporting in Power BI. Build a scalable, cost-efficient solution showcasing AI-powered analytics for business transformation.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

Discover how Copilot is reshaping the data science experience in Microsoft Fabric and Power BI. From transforming raw data into actionable insights to generating stunning visualizations and reports, Copilot brings powerful new capabilities to your fingertips. You'll learn how to unlock Copilot in Fabric, explore what it can do, and ensure it's ready to elevate your analytics game. These tips and tricks will help you harness AI to work smarter, faster, and with more impact.

Join this hands-on lab to design and deploy a modern, cloud-native analytics and AI solution using Azure Databricks, Microsoft Foundry, and Microsoft Copilot Studio. Work with the Zava-Litware scenario to perform data ingestion, orchestration with Lakeflow, AI-driven insights via Genie, mirrored catalog in Microsoft Fabric, Copilot Studio low-code automation, and advanced reporting in Power BI. Build a scalable, cost-efficient solution showcasing AI-powered analytics for business transformation.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

In today’s AI-driven economy, data isn’t just an asset, it’s your differentiator. Join us for major announcements across Microsoft Fabric, Power BI, Azure SQL, and Azure PostgreSQL, and see how these innovations come together to deliver a unified, intelligent data foundation for AI. Experience customer success stories, live demos, and an inside look at the roadmap shaping the future of analytics, transactional workloads, and real-time insights all in one integrated experience.

Discover how to launch serverless workspaces in seconds, power Data & AI apps with Lakebase, and analyze unstructured data without coding using Agent Bricks. With AI/BI Genie + Copilot Studio, ask natural language questions directly in Microsoft Teams. Join this session to see how Azure Databricks makes AI simple, actionable, and enterprise-ready.

Discover how to supercharge analytics and AI workflows using Azure Databricks and Microsoft Fabric. This hands-on lab explores native AI/BI features in Azure Databricks, including ML-powered insights and real-time analytics. Learn multiple ways to serve data to Power BI, with a deep dive into Direct Lake mode with Fabric. Ideal for developers, data scientists, data analysts, and engineers modernizing BI with lakehouse architecture in the AI era.

Please RSVP and arrive at least 5 minutes before the start time, at which point remaining spaces are open to standby attendees.

SAP Databricks on Azure integrates Databricks Data Intelligence Platform with SAP Business Data Cloud, unifying SAP and external data for advanced analytics, AI, and ML. It enables building intelligent apps and actionable insights using trusted SAP and third-party business data. Available natively on Azure within SAP Business Data Cloud, it offers seamless access without data duplication via Delta Sharing. This session highlights automated forecasting, exploratory analysis, and BI use cases.