Power BI Finance Training provides finance professionals with advanced capabilities to transform financial data into accurate, actionable insights. The course covers integrating multiple data sources, developing reliable financial models, applying advanced DAX calculations and building dashboards that highlight performance indicators effectively. With a focus on clarity and analytical depth, the program enables participants to communicate findings with precision and support informed decision-making. Available online or in person, this training delivers practical expertise to improve reporting quality, accelerate analysis and enhance organizational impact.

Course Objectives

By the end of this Power BI Finance Training Course, participants will be able to:

• Understand the fundamentals of Power BI and its relevance in financial reporting
• Transform and model financial data for analysis
• Apply DAX to perform complex financial calculations
• Design interactive and insightful dashboards
• Communicate financial insights effectively through data storytelling

Target Audience

• Financial Analysts and Advisors
• Budget Officers and Controllers
• Corporate Finance Professionals
• Data Analysts in Finance Departments
• Business Intelligence and Reporting Specialists

Training Duration

Classroom: 5 Days

Online: 7 Days

Course Modules

Module 1: Introduction to Power BI in Finance

• Overview of Power BI ecosystem
• Power BI vs Excel for financial analysis
• Key features relevant to financial reporting
• Installation, interface, and navigation
• Importing financial datasets (CSV, Excel, ERP systems)

Module 2: Data Transformation with Power Query

• Understanding Power Query Editor
• Cleaning and shaping financial data
• Merging, appending, and transforming data tables
• Creating date and time intelligence tables
• Handling missing or erroneous data

Module 3: Financial Data Modeling and Relationships

• Basics of financial data modeling
• Creating and managing relationships
• Building data models for budgeting and forecasting
• Designing a financial calendar
• Star schema vs snowflake schema in finance

Module 4: DAX for Finance Professionals

• Introduction to DAX and measures
• Common DAX functions for financial KPIs
• Time intelligence functions (YTD, QTD, MTD, YoY comparisons)
• Creating calculated columns and measures for variance analysis
• Financial ratio analysis using DAX

Module 5: Designing Financial Dashboards

• Visualizing income statements, balance sheets, and cash flows
• KPI cards, bar/column charts, waterfall charts, gauges
• Using slicers, filters, and bookmarks for interactivity
• Designing reports for CFOs and senior stakeholders
• Best practices in financial data visualization

Module 6: Advanced Techniques and Publishing

• Creating what-if scenarios and forecasts
• Using tooltips and drill-through for financial exploration
• Data refresh and scheduled updates
• Publishing reports to Power BI service
• Sharing dashboards securely with teams

Module 7: Hands-On Financial Reporting Project

• Building an end-to-end financial dashboard
• Importing real-life financial datasets
• Modeling, calculating, and visualizing key metrics
• Peer review and feedback
• Presenting the final dashboard to a mock finance board

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

CERTIFICATION

Upon successful completion of the training, participants will be awarded a certificate of course completion

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.