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Module 1: Understanding the P&L Use Case
Why P&L reporting matters for business decision-making.
Overview of basic P&L structure (Revenue → COGS → Expenses → Net Profit).
Video-lecture(01)
Video-lecture(02)
Module 2: Importing Financial Data
Connecting Excel-based financial data to Power BI.
Handling semi-structured financial data sources.
Video-lecture(03)
Video-lecture(04)
Module 3: Data Transformation in Power Query
Cleaning up revenue and expense categories.
Changing data types and adding calculated columns.
Preparing a clean P&L-friendly dataset.
Video-lecture(05)
Module 4: KPI & Measure Creation
Total Revenue, Total Expenses, Net Profit.
Profit Margin percentage.
Monthly/Quarterly profit trends.
Video-lecture(06)
Module 5: Dashboard Design
Designing a clear P&L visual layout.
Using bar/column charts for trends, cards for KPIs.
Adding category filters and period slicers.
Video-lecture(07)
Module 6: Final Touches & Publishing
Formatting for clarity (currency, percentage, decimals).
Sharing the dashboard with stakeholders.