{ Liam Bastick }
Australia

10 x Microsoft MVP
FCA, FCMA, CGMA
My Data Summit
  • About The Speaker

    Managing Director of SumProduct, Liam is a consultant / trainer in all things Excel, financial modelling and Power BI. Awarded the Microsoft Most Valuable Professional (MVP) award more than 10 times, Liam writes for many accounting publications and has authored several books on mathematics, Financial Modelling and Power BI, including "An Introduction to Financial Modelling" and "Financial Modelling in Power BI". In 2021, Liam was awarded the inaugural Lifetime Achievement Award by the Financial Modeling Institute. WARNING: He has a terrible sense of humour.

  • Summit Session

    Financial Modelling In Power BI
    05th September 2022 | 10:05 to 11:00 hrs – Azerbaijan Time (GMT +4)

    Power BI – Microsoft’s self-service business intelligence and data visualisation tool – is becoming both more versatile and more popular each month. Today’s analysts need to use the best, most powerful and flexible analytical software for their work. More and more of us are realising Power BI fits the bill. We’d be foolish to stand still. This brief overview addresses the way forward for financial modelling. Many working in banking and finance are creating their financial models in Excel and then importing them into Power BI for graphical interpretation and further analysis. I am not going to do that. I’m going to consider building models in Power BI.

    If you build the calculations for financial statements in Power BI, you can produce statements by product, by customer, by geography, by … Get the picture? The limitation will be restricted to the granularity of the underlying data. If you build the statements elsewhere and import them in, how do you propose drilling down to that level of detail? You can’t.

    Take a peek at the next step in financial modelling. Start the revolution of evolution. In just a few short years, Power BI has come from nowhere to become the business intelligence software of choice. Want to push it to its limits?