Forecasting Business Intelligently

Financial Modelling in Power BI

by Liam Bastick and Jonathan Liau

About The Book

Why stop at spreadsheets when you can build your entire financial model directly in Power BI?

For years, finance professionals have relied on Excel for modelling and then imported the results into Power BI for visuals. This book flips the process on its head: forget the universal spreadsheet—create, calculate, and interpret everything inside Power BI itself.

Inside, you’ll discover how to:

✅ Build complete financial statements natively in Power BI

✅ Create calculations that drive reports by product, customer, or geography

✅ Use DAX measures, logic, and tools to structure robust financial models

✅ Unlock insights limited only by your data and your imagination

This is not theory—it’s a hands-on guide to pioneering a new approach in financial modelling that can give you a major advantage in the workplace.

Packed with practical steps (and plenty of bad jokes), this book will help you push Power BI further than you thought possible.

For anyone ready to go beyond Excel, this is the shovel you’ve been waiting for.

Holy Macro! Books

Books on Microsoft Excel, Power Query, Power BI, ChatGPT by Excel MVPs.

Holy Macro! Books is a niche publishing company dedicated to empowering Excel users worldwide with expert-level guides on Microsoft Excel, Power Query, Power BI, and more. Founded by Excel legend Bill Jelen, the company features books authored by Microsoft MVPs, former MVPs, and top industry experts who know their way around formulas, pivot tables, and data transformations. Whether you're a beginner or a power user, Holy Macro! delivers practical, straight-to-the-point content that turns spreadsheet struggles into spreadsheet superpowers.

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