UNIQUE SERIES AKTU Syllabus
BMBAFM02

Financial Analytics Using Power BI

L-T-P3-0-0 Session2025-26 TypeTheory
Appears in 1 semester

MBA Business Analytics · Sem 3 (Specialization: Finance (FM))

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Syllabus

5 units · 40 lecture hours
Unit1

Unit 1: Introduction to Financial Analytics and Power BI Basics

8 hrs

Introduction to financial analytics, Scope and applications in business decision-making, Types of financial data (structured/unstructured), Overview of Microsoft Power BI ecosystem, Power BI Desktop interface and features, Data import methods (Excel, CSV, databases), Data modeling basics and relationships, Creating your first financial dashboard

Unit2

Unit 2: Financial Data Preparation and Transformation

8 hrs

Data cleaning using Power Query, Handling missing, duplicate, and inconsistent financial records, Date and time intelligence in financial data, Introduction to DAX (Data Analysis Expressions), Calculated columns and measures for financial KPIs, Financial data modeling best practices, Building hierarchies (fiscal year, quarter, month), Creating time-based financial metrics (YoY, MoM)

Unit3

Unit 3: Financial KPIs and Visualization Techniques

8 hrs

Key financial ratios: profitability, liquidity, solvency, efficiency, ROI/ROE, Dynamic visuals for income statements, balance sheets, and cash flow reports, Trend analysis and variance reports using line/bar charts, Financial KPI cards and conditional formatting, Drill-down and drill-through for financial insights, Forecasting and scenario analysis in Power BI, Building waterfall charts for profit/loss analysis, Creating dashboards for CFO/finance executives

Unit4

Unit 4

8 hrs

Budgeting, Forecasting, and Risk Analysis Budget vs Actual analysis using slicers and filters, Cash flow forecasting and projection models, Working capital analysis and dashboards, Risk identification using financial indicators, Sensitivity analysis using parameters, Data alerts and Power BI service for report sharing, Financial benchmarking and competitor comparison, Compliance and audit dashboards

Unit5

Unit 5: Advanced Analytics and Business Use Cases

8 hrs

Using What-If parameters for financial simulations, Embedding Power BI reports in Excel and PowerPoint, Integration with Excel, SQL Server, and cloud sources, Introduction to Power BI Service and publishing reports, Role-based dashboards for accountants, analysts, and managers, Case study: Financial performance analysis of a listed company, Capstone project: Build a complete financial dashboard, Ethical considerations and best practices in financial analytics

Course Objectives5 points
  • Understand the financial analysis concepts and visual analytics using Power BI.
  • Equip learners with the skills to extract, clean, and transform financial data for analysis.
  • Enable students to design interactive dashboards for financial reporting and KPIs.
  • Apply Power BI tools to analyze profitability, liquidity, valuation, risk, and cost management.
  • Develop the ability to interpret financial performance for strategic decision-making.
Course Outcomes (COs)5 outcomes

After completion of the course student will be able to:

  1. CO1Understand the fundamentals of financial analytics and navigate the Power BI environment for data visualization.K1, K2
  2. CO2Apply data preparation and transformation techniques to clean and model financial data using Power Query and DAX.K3
  3. CO3Develop interactive dashboards and visualisations for financial KPIs, statements, and forecasting analysis.K3, K4
  4. CO4Analyse budgeting, cash flows, and financial risks through advanced Power BI tools and real-time reporting.K4, K5
  5. CO5Design and implement end-to-end financial analytics solutions using business use cases and ethical data practices.K5, K6

Suggested Readings

  1. & Tools

Textbooks

  1. Financial Analytics with Power BI by Lukas Ruebbelke (eBook / blog-based resources)
  2. Analyzing Data with Power BI and Power Pivot for Excel by Alberto Ferrari and Marco Russo, Publisher: Microsoft Press
  3. Financial Statement Analysis by K.R. Subramanyam, Publisher: McGraw-Hill Education Tools & Platforms:
  4. Microsoft Power BI Desktop (Free version)
  5. Power BI Service (cloud)
  6. DAX Guide (https://dax.guide)
  7. Microsoft Learn – Power BI modules
  8. Kaggle/Excel datasets for finance case studies

Official AKTU syllabus

This subject is on page 27, 28 of the original AKTU PDF.

Official AKTU syllabus PDF ↗