Course Overview

This edition teaches you how to build a simple but functional Profit & Loss dashboard in Power BI, designed for small and medium-sized businesses. You’ll learn how to connect to financial data, clean and transform it, and design an easy-to-read report that summarizes revenue, expenses, and net profit at a glance.

Pre-requisites

• Basic familiarity with Excel (data entry, formulas, formatting).
• No prior Power BI knowledge required.
• Basic understanding of financial terms (Revenue, COGS, Expenses, Profit).

Who Is This Course For?

• Small business owners who want to monitor P&L without complicated tools.
• Finance team members who want to create interactive P&L reports.
• Beginner analysts looking to practice financial data visualization.

Tools Used

• Microsoft Power BI Desktop (main tool).
• Microsoft Excel (source data preparation).

Training Duration

6–8 hours (flexible delivery).

Key Learning Outcomes

By the end of the course, learners will be able to:

• Import semi-structured Excel data into Power BI.
• Perform data cleaning and transformation for financial reports.
• Create key financial KPIs like Gross Profit, Net Profit, and Expense Ratios.
• Build a clean and professional P&L dashboard with interactivity.
• Apply design techniques (filters, slicers, background images, and layouts).

Part of the Dashboard Mastery Series

Other editions in the series:

1. HR Training KPI Dashboard (Edition 1)
2. Basic Profit & Loss Dashboard (Edition 2)
3. Cost Analysis Dashboard (Edition 3)
4. Marketing KPI Scorecard – Logistics Company (Edition 4)
5. Sales & Representatives Performance Dashboard (Edition 5)