دانلود کتاب پاور بی آی (Power BI) برای امور مالی طراحی داشبوردها، مدل‌ها و پیش‌بینی‌های مؤثر برای تیم‌های مالی

Since its inception in 2015, Power BI has evolved into the market-leading solution for self-service analytics. Its unparalleled analytical capabilities, breadth, and flexibility offer significant advantages for financial professionals who have traditionally relied on spreadsheet-based solutions. Most existing literature on Power BI focuses on generic technical details. With this book, my aim is to provide practical guidance for finance practitioners on how to address a wide range of financial concepts and challenges effectively. I have drawn on lessons learned from working on projects since Power BI’s inception, including developing the initial demo samples as well as on more than twenty years of experience implementing management information and planning systems. Finance is undergoing a fundamental transformation. The role of finance professionals is evolving— from number crunchers to strategic advisors, from report generators to insight providers. Power BI is a key enabler of this transformation, and by mastering it, you’re positioning yourself at the forefront of this change. The journey from traditional financial reporting to modern analytics may not always be easy, but it’s immensely rewarding. The tools and concepts in this book are designed to help you build solutions that deliver real business value, empower decision-makers, and free you from repetitive tasks so you can focus on higher-value analysis. I hope this book serves as a practical and inspiring guide as you move forward in your Power BI and finance journey. Every expert was once a beginner. Keep learning, keep building, and keep pushing forward. This book is for financial practitioners looking to improve process efficiency and address a variety of common financial reporting and planning requirements using Microsoft Power BI. Chapter 1, Introducing Power BI For Finance, lays the groundwork for a robust Power BI environment tailored specifically to finance professionals. It focuses on two core pillars: building a clean, scalable data model and then applying the financial logic that turns raw numbers into actionable insights. Chapter 2, Financial Logic with Power BI, explains how to develop Power BI DAX calculations that enable financial calculation logic. Chapter 3, Business Information Design, introduces the principles of effective financial dashboard design and their practical implementation in Power BI Chapter 4, Financial Reporting, explains how to build comprehensive financial statements in Power BI, focusing on the Income Statement (Profit & Loss), Balance Sheet, and advanced reporting techniques. Chapter 5, Power BI & Excel, explains how Excel and Power BI can be used together to optimize financial tasks, highlighting the optimal separation of tasks in each solution. Chapter 6, Multi Currency Handling, explains how to handle multi-currency scenarios in Excel and Power BI, focusing on integrating currency rate data and performing currency conversions using both spot and historic rates as well as implementing live exchange rates via an API. Chapter 7, Group & Board Reporting, outlines the best practices for effective group reporting, covering progress against strategic objectives, key project and product development metrics, financial performance, and sales/customer KPIs. Chapter 8, Rolling Reporting Forecasts, explains how to implement rolling reporting and forecasting in Power BI, focusing on dynamically updating forecasts as new data becomes available. Chapter 9, Discounted Cash Flow Public Company Valuation, explains how to perform discounted cash flow (DCF) valuation for public companies using Power BI, including importing financial statement data, transforming and cleaning the data in Power BI, and then applying DAX calculations to project future free cash flows and discount them to present value. Chapter 10, Price Volume Mix Analysis, shows how Price Volume Mix (PVM) analysis helps organizations understand how changes in price, sales volume, and product mix affect overall revenue, especially for businesses offering diverse products or services. Chapter 11, Writeback & Planning in Power BI, explains how Power BI can be used for write-back and financial planning with Acterys and Microsoft Dynamics 365 Extensions. Chapter 12, Case Study Planning Model, outlines the process of building a complete planning model using Acterys/Dynamics BPP and integrating it with Power BI. Chapter 13, Advanced Analytics & Machine Learning, explores advanced analytics and machine learning techniques, focusing on extracting actionable insights, uncover patterns, and predict outcomes in financial contexts. Chapter 14, Using Language Models and Copilot in Power BI to Improve Financial Analysis, explains how LLMs and Microsoft Copilot are transforming financial analysis in Power BI by automating report creation, optimizing DAX calculations, and generating business insights through natural language interaction.