Global Learning for Operational Leaders
Classroom
14 sessions
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Online / Live
14 sessions
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Introduction
Course overview
Finance teams need fast, accurate insight into performance, costs and cash. Power BI allows finance professionals to automate reporting and analyse financial data interactively.
This Aractech course covers preparing financial data, building finance data models, chart of accounts mapping, P&L, balance sheet and cash flow reports, variance analysis, KPIs, budget versus actual and publishing finance dashboards. Participants build a finance reporting solution.
What you will achieve
Learning objectives
- Prepare and transform financial data
- Build finance data models
- Create P&L, balance sheet and cash flow reports
- Perform variance and budget analysis
- Design finance KPIs and dashboards
- Publish and automate finance reporting
Who should attend
Target audience
- Finance and FP&A analysts
- Management accountants
- Financial controllers
- Finance business partners
- Reporting specialists
- CFO office staff
Methodology
Learning approach
- Hands-on Power BI labs
- Finance datasets
- Modelling exercises
- Dashboard project
- Peer review
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Finance Data Preparation
- Finance data sources
- Power Query
- Chart of accounts mapping
- Coffee break
- Chart of accounts mapping (continued)
- Data cleaning
- Lab: Preparing GL data
Day 2
Finance Data Models
- Model design
- Date tables
- Hierarchies
- Coffee break
- Hierarchies (continued)
- Measures
- Lab: Finance model
Day 3
Financial Statements
- P&L reports
- Balance sheet
- Cash flow
- Coffee break
- Cash flow (continued)
- Formatting
- Lab: Statement reports
Day 4
Variance and KPIs
- Budget versus actual
- Variance analysis
- Finance KPIs
- Coffee break
- Finance KPIs (continued)
- Forecast integration
- Lab: Variance dashboard
Day 5
Publishing
- Publishing and sharing
- Security
- Automation
- Coffee break
- Automation (continued)
- Governance
- Capstone: Finance reporting solution
FAQ
Frequently asked questions
What does Financial Data Analytics with Power BI (DMBI-038) cover?
This course covers Data Management and Business Intelligence through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 9 - 13 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Finance and FP&A analysts, Management accountants, Financial controllers
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Barcelona, Frankfurt, London, Munich, Paris.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
Quick request
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Choose an available date and venue, add your participants, and we will email a formal quotation for Financial Data Analytics with Power BI to your business address.