Product guide

Financial Modeling and Reporting with Microsoft Power BI

Financial Modeling and Reporting with Microsoft Power BI is a practical guide to creating finance-focused data models and reports. Its topics progress from ledger and account structures to DAX statements and KPIs, Power Query transformations, budgeting, inventory, paginated reporting, and AI-related reporting topics.

At a glance

Covers financial models built from ledgers, journals, charts of accounts, and budgets.
Includes DAX measures for trial balances, income statements, KPIs, and performance analysis.
Topics also include Power Query, inventory reporting, Power BI Paginated, and AI-related reporting.

Price

$39.99Save 20%

Reference price: ~~$49.99~~

Price checked: Nov 14, 2026

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Pros and cons

Pros

The subject matter is finance-specific, including multi-company reporting, foreign exchange, journal entries, budgeting, and inventory.
The contents span data preparation, model checks, report creation, printable statements, and maintaining reports.

Technical specifications

8 specifications

Publication details
Publisher	Packt Publishing
Publication date	May 15, 2026
Language	English
Print length	350 pages
ISBN-10	1835880266
ISBN-13	978-1835880265

Dimensions and installation
Weight listed	1.33 pounds
Dimensions	7.5 x 0.79 x 9.25 inches

Who is it for?

A good fit for

Finance professionals, accountants, financial analysts, and BI developers working on finance reporting in Power BI.
Readers looking to connect accounting data models with DAX measures, budgets, KPIs, and financial reports.

Less suited to

Readers seeking a general introduction to finance concepts rather than practical Power BI reporting guidance.
Readers who need customer-confirmed evaluations of the book before buying. The supplied information contains aggregate ratings but no customer commentary.

Customer reviews on Amazon

4.8 / 5 · 7 ratings

5 stars82%82%
4 stars18%18%
3 stars0%0%
2 stars0%0%
1 star0%0%

Aggregate ratings lean positive, with ratings in the four- and five-star categories. The sample is small and no customer comments are supplied, so it cannot show which parts readers valued or identify specific concerns. Consider the ratings only as limited context. The described coverage is most relevant to buyers focused on finance reporting with Power BI.

Frequently asked questions

What finance topics does the book cover?

The listing describes models based on ledgers, journals, accounts, and budgets, with DAX for trial balances, income statements, and KPIs. It also mentions inventory and multi-company reporting.

Does it cover tools beyond DAX?

Yes. Listed topics include Power Query, Power BI Paginated for printable reports, and AI and predictive analytics.

Who is the book aimed at?

The listing names finance professionals, accountants, financial analysts, and BI developers seeking to use Power BI for financial reporting.

Is a PDF eBook included?

The listing claims that purchasing the print or Kindle book includes a free PDF eBook. Confirm this applies to the selected format and offer.