Rishi Sapra

Portfolio

Below are examples of solutions that Rishi has built for the technical community - e.g. Power BI reports, e-learning material, and recordings from events.

These solutions help users solve real-world business challenges by leveraging Power BI and Fabric's powerful analytics and visualization capabilities.

Through these solutions, community members gain expert insights, best practices, and creative problem-solving techniques that enhance their data storytelling and decision-making processes.

These cover a wide range of industry-specific solutions, from financial reporting to supply chain analytics, which can be customised to fit your needs.

Whether you're a beginner looking for inspiration or an expert aiming to refine your analytics skills, these solutions can serve as a valuable resource for enhancing your Power BI/Fabric expertise and we hope that you find them useful!

AI
Copilot
Data
e-learning course
Exam Prep
Excel
Fabric
finance
Financial Modelling
Governance
Power BI
Project Use Case
quizzes
Report Example
Storytelling
Synapse
Technology
Grow CFO Show- The Future of Finance: How Power BI and AI Are Redefining the CFO Role

Grow CFO Show- The Future of Finance: How Power BI and AI Are Redefining the CFO Role

In this podcast episode I discussed the Power BI training course I have been delivering for GrowCFO along with the value of Power BI (and MS Fabric more broadly) for the Finance function. Key topics covered: Click here to be taken to the podcast episode
ChatGPT and Excel Copilot on Invoice Data

ChatGPT and Excel Copilot on Invoice Data

At this Gen AI for Startup founders event held in London in Feb 2025, I ran an exercise of putting invoice data into ChatGPT to clean and obtain insights into the data in order to drive business strategy. The results were incredible! Whilst it sometimes struggled with some of the things a human expert analyst […]
Credit Risk Modelling in Excel, Power BI and Fabric

Credit Risk Modelling in Excel, Power BI and Fabric

This solution explores how to transform an Excel-based credit rating model for government authorities into an interactive and scalable report using Power BI and Microsoft Fabric. Participants learn techniques to modernise complex financial models and leverage the advanced capabilities of Power BI for analysis and storytelling. • Replicating Complex Rating Logic: Translating intricate credit rating […]
Power BI for Financial Data e-learning course (Beginner/Intermediate)

Power BI for Financial Data e-learning course (Beginner/Intermediate)

Using a realistic accounting dataset, this course empowers you to automate your month-end reports using the built-in data transformation, logic and visualisation capabilities of Power BI. You will be able to generate powerful insights on financial performance all without the manual effort of continually producing different cuts of data/pieces of analysis. Upon completion, participants will […]
E-learning course: Fabric and Power BI Governance

E-learning course: Fabric and Power BI Governance

This free e-learning course is a fun and interactive way for participants to learn about Fabric Governance with role-play avatar videos and interactive exercises. In these videos there are debates around how to balance the requirement for self-service with implementing sufficient technical controls to restrict access to potentially sensitive data. The course is split across […]
Power BI and Fabric Copilot course

Power BI and Fabric Copilot course

In this 1 hour e-learning course which uses a Finance dataset (the same I use on the Financial Reporting with Power BI course), I cover how to leverage tools such as Power BI/ Fabric Copilot, and Generative AI tools more broadly, to automate the full end-to-end analytics workflow This workflow covers everything from requirements gathering […]
Grow CFO Webinar – Interactive Financial Statements in Power BI

Grow CFO Webinar – Interactive Financial Statements in Power BI

Event Description: If you’ve tried using Power BI for financial analysis or reporting, you’ve likely found that simple things like subtotals, sorting and mixed formats (e.g. currency and percentages) for financial statements appear to be much harder than they should be!  But the data model that sits behind a Power BI report can support all of these things out of the box and brings many additional […]
The Great Debate on AI, Excel, and the Future of Financial Modeling

The Great Debate on AI, Excel, and the Future of Financial Modeling

In this special debate episode, host Paul Barnhurst aka The FP&A Guy is joined by an all-star panel of modeling experts to tackle some of the most contentious questions in the financial modeling world. This lively discussion promises insights, entertainment, and plenty of surprises as the panelists bring their expertise and humor to the table. […]
DP600 Exam Prep session – Power BI User Group Turkey

DP600 Exam Prep session – Power BI User Group Turkey

A marathon 2.5 hour session with me and 6 other community leaders (Halil Gungormus, Heini Ilmarinen, Will Needham, Andy Cutler, Kevin Chant, Abu Bakar N. Alvi  and Nikola Ilic) covering the full DP-600 syllabus in depth! Includes detailed presentations of key concepts and a sample of practice questions from MSfabrictraining.com at the end! A session not to be missed for anyone preparing […]
DP600 Practice exam quiz questions

DP600 Practice exam quiz questions

I’ve used e-learning software to create over 250 questions (so far!) for the DP-600 exam across the syllabus areas. These include a mix of question types (multiple choice/response, matching etc) and provide detailed answers with links to learn more regardless of whether the user gets the question right or wrong. After each quiz attempt the […]
Institute of Chartered Accountants in England and Wales (ICAEW) – Harness the potential of Power BI to solve data challenges

Institute of Chartered Accountants in England and Wales (ICAEW) – Harness the potential of Power BI to solve data challenges

In a session presented to nearly 1000 chartered accountants/ICAEW members (with 50+ questions asked in the chat!) , I presented an overview of Power BI and its application to Finance. In this session I explored how Power BI can be leveraged to address the common challenges and roadblocks finance teams face when using complex and […]
PBIMCR – LDI Quiz Analytics in Microsoft Fabric

PBIMCR – LDI Quiz Analytics in Microsoft Fabric

In this session (which Rishi co-presented with one of his colleagues from Avanade-Harry Ault), they gave an overview of Microsoft Fabric and looked at some use cases for analytics scenarios. They then looked at pain points in managing the quiz/user data behind LDI (www.learndatainsights.com) – how to analyse the set of XML files that are […]
MVPs demo Microsoft Fabric

MVPs demo Microsoft Fabric

This introduction to Microsoft Fabric is hosted on the Azure Synapse YouTube channel which is run by Microsoft employees and has over 200 videos on  a range of Fabric and Synapse topics. ​In this first video in the MVP session, Rishi joins fellow MVPs Andy Cutler, Shabnam Watson and Kevin Arnold to look at an […]
Financial Modelling in the Banking Industry

Financial Modelling in the Banking Industry

In this session you’ll learn how to: Click the button below to download the resources (Presentation Slides, PBIX Files, Tabular Editor scripts etc)
Storytelling With Data (SQL Bits 2022)

Storytelling With Data (SQL Bits 2022)

Based on the article The Art of Storytelling: TED Talks vs Data Visualisation (https://www.linkedin.com/pulse/art-st…), Rishi walks through the core structure of a gripping story showing how this translates into Power BI using e.g. pre-attentive attributes, presenting data as arguments (Rather than just statements) and providing a ‘so what’ conclusion to the story. He will use examples […]

SQL Bits 2022 – Power BI Governance 6 Steps to success 

So you’ve had Power BI in your organisation for a few years now, and it’s grown rapidly at a grassroots level, but you have little or no central oversight of what’s been developed, what content is being consumed and who its been shared with. How do you get a handle of your Power BI environment […]
New York City Taxi Report (2.4bn rows)

New York City Taxi Report (2.4bn rows)

This report takes a 2.4 billion row dataset on New York City taxis and looks at how to build a complete end-to-end solution using Azure Synapse and Power BI. In the session linked to below, we cover everything from designing an data model with an aggregated fact table, ingesting data from Azure SQL DW into […]

Building an Income Statement End to End

In this session Rishi will show how to build an Income Statement in Power BI end-to-end, looking at: • Capturing requirements for the report and scoping/designing a data model with scattered/inconsistent transaction data • Use of an “FS Lines” table to have metadata-driven financial statements including custom calculations • Creating Dataflows to ingest data from […]

Financial Reporting with Power BI and Excel

In this session Rishi will show how to build an Income Statement in Power BI end-to-end, looking at: ​ • Capturing requirements for the report and scoping/designing a data model with scattered/inconsistent transaction data ​ • Use of a “FS Lines” table to have metadata driven financial statements including custom calculations ​ • Creating Dataflows […]

Microsoft Power BI UK User Group – Power BI Governance 6 Steps To Success 

Join our Microsoft Power BI – UK User Group for our monthly webinar in association with Onyx Data (onyxdata.co.uk). This month we are excited to announce our host Leon Gordon will be introducing Microsoft MVP Rishi Sapra. So you’ve had Power BI in your organisation for a few years now, and it’s grown rapidly at […]

Tips and Tricks for working with Finance Data in Power BI

Excel has always been the tool of choice for the finance team with the flexibility it provides for logic, formatting and presentation of numbers. But this flexibility has also caused Governance nightmares, performance issues and huge risks with manual processes. Is it possible to also achieve the desired outcomes and flexibility with Power BI whilst […]

Power Platform for Finance Professionals | Get ResponsLIVE #51

In this edition of Get Response LIVE we have Rishi Sapra, a Microsoft MVP, as our guest! He goes through some interesting aspects of Power Platform for financial professionals. He also goes through some interesting practical cases.

The Power of Data Persuasion: Optimising your Data driven Business Case

When extracting insights from project data, a symptom of not understanding the problem statement, is that we often get overwhelmed and dive in without any substantial planning. We end up with several shallow takes on what our data might suggests, but we lack the depth to support

PUG Italy Webinar – Why Accountants Should Love Power BI

The Italian Power BI User Group is proud to present Rishi Sapra (MVP), who joined us to talk about some of the Power BI features that accountants could find particularly useful in the fifth webinar of our 2020/2021 season!

Modernising the Finance Function with Power BI – Rishi Sapra (Altius) and Amy Boyd (Microsoft UK)

In this comprehensive overview of Power BI (Desktop and service) applied to a finance scenario, learn how to take advantage of all the functionality that Power BI has to offer including: – Automatically consuming files in a folder – Storytelling with data – Dynamics graphs and measures – Waterfall charts and tables – Row Level […]

Internal and External Sharing/Distribution in Power BI

A recording of the session held for the Power BI Manchester User Group (Virtual) on 30th April 2020 where Rishi covered admin tips and tricks as well as a comprehensive overview of the various options for sharing and distributing Power BI content, internally and externally

Modern Power BI Architecture with Dataflows

In this episode, we’re joined by Microsoft MVP and Senior Power BI Consultant Rishi Sapra (https://twitter.com/rsaprano). We’ll look at how Power BI can be deployed at an enterprise scale using dataflows. Combined with Governance and adoption strategies, this allows companies to implement managed self-service Intelligence across a large organisation.

Power BI Days – Aggregations and What if Scenario Modelling in Power BI

Power BI isn’t just a read-only historical view of your data – you can also enter parameters which feed into your model and drive outputs under different scenarios. In this session Rishi will show this process using a simple Power Apps form embedded into Power BI, supported by a basic workflow. This solution is made […]
Arras People Salary Market Survey Report

Arras People Salary Market Survey Report

Since January 2002 Arras Services Limited has been working in the field of programme and project management with a diverse range of corporate clients, freelancers and individual practitioners. Areas covered include: Rishi created a report for Project Management salary benchmarking which is available for download below along with other files relevant to the analysis
360 Giving – Report on Funding

360 Giving – Report on Funding

In 2018, 360Giving invited developers, researchers and anyone with an interest in the data to use their dataset to develop and visualise innovative solutions to two key questions facing the grantmaking sector. The questions, which were selected through the “Quest for Questions Challenge“, were: The report above shows Rishi’s submission to this challenge. Click on […]
New York Times Best Sellers Report

New York Times Best Sellers Report

This report shows an analysis of the Top rated books in the New York Times Bestsellers List between 1942 and 2017. The report uses a number of custom visuals and highlights storytelling techniques such as showing a selected genre in blue whilst showing the average of all others (for context) in grey on the Genre […]
2017 Technology Trends Year in Review

2017 Technology Trends Year in Review

This report shows key technology trends in 2017 through a review of the main themes mentioned across news articles from TechCrunch and VentureBeat. For a video showing the key insights of the report please see here Questions Asked for the competition entry Where did you get the data? Is there anything not explained in the report […]
Hawaii Tourism Analysis

Hawaii Tourism Analysis

This report is a submission for the Data Preparation Challenge as part of the Microsoft Data Insights Summit in Seattle 12-13 June 2017 which I attended. The brief was to take a set of messy and onerously formatted spreadsheets from the Hawaii Tourist Authority (HTA) – files linked to below – to clean/transform them and […]
Case Study: Environment Agency Project Report

Case Study: Environment Agency Project Report

This report was for my (fictional) interview case study at Altius in August 2016 and was later published into the community. The slide images below show the full thought process of this as a project from Requirements gathering to Power BI Report build to future architecture design with “Real-time” insights driven from the Environment Agency […]
Rishi Sapra