Building an FP&A Dashboard Using Excel and Power BI

A hands-on, India-specific course for finance and treasury professionals, growth-stage founders and strategy teams who need a monthly management dashboard that people actually use. Start by choosing the right FP&A KPIs and designing the dashboard on paper. Pull ledger data out of Tally, Zoho Books or an ERP, map it to a clean chart of accounts, and shape it with Power Query while handling the April to March financial year and lakhs and crores formatting. Build budget vs actual variance analysis, driver-based rolling forecasts and a one-page Excel dashboard. Then move to Power BI: model finance data as a star schema, build a fiscal-year date table, and write the DAX measures FP&A needs, from YTD and prior-year comparisons to budget variances. Finish by designing P&L, cash and working capital pages, adding drill-through and bookmarks for management reviews, publishing with scheduled refresh and row-level security, and building a full monthly FP&A pack for an Indian D2C brand.