Global Learning for Operational Leaders
Classroom
14 sessions
Scroll for more
Online / Live
14 sessions
Scroll for more
Introduction
Course overview
Finance professionals are expected to deliver faster insights, more accurate reporting, and real-time financial analysis. Traditional spreadsheet reporting often limits visibility, slows decision-making, and increases the risk of manual errors.
Power BI enables finance teams to transform raw financial data into interactive dashboards, automated reports, and dynamic insights that support strategic decision-making. It bridges the gap between financial data and business intelligence.
This course is designed to help finance professionals develop practical Power BI skills to analyze financial performance, build dashboards, automate reporting, and improve financial decision-making across the organization.
What you will achieve
Learning objectives
- Understand the fundamentals of Power BI for financial analysis
- Import, clean, and model financial data
- Build interactive financial dashboards and reports
- Analyze key financial KPIs and performance metrics
- Automate financial reporting processes
- Improve data-driven financial decision-making
- Present financial insights through visual storytelling
Who should attend
Target audience
- This course is suitable for:
- Financial Analysts and Finance Managers
- Accountants and Controllers
- Budgeting and Planning Professionals
- Auditors and Compliance Officers
- Business and Data Analysts in finance
- Professionals involved in financial reporting and analysis
- Target Competencies
Methodology
Learning approach
- Step-by-step Power BI demonstrations
- Practical exercises using financial datasets
- Dashboard-building workshops
- Real-world finance reporting scenarios
- Guided data modeling and visualization practice
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
Introduction to Power BI and Financial Data
- Overview of Power BI and its role in finance
- Power BI ecosystem (Desktop, Service, Dataflows)
- Connecting to financial data sources
- Coffee break
- Connecting to financial data sources (continued)
- Introduction to data structure and modeling
- Basic navigation and interface setup
- Importing financial datasets
Day 2
Data Preparation and Financial Data Modeling
- Data cleaning using Power Query
- Structuring financial data for analysis
- Relationships between financial tables
- Building data models for reporting
- Coffee break
- Building data models for reporting (continued)
- Creating calculated columns
- Practical exercise: preparing financial dataset
Day 3
Financial Analysis and KPI Development
- Key financial KPIs (profitability, liquidity, efficiency)
- Creating measures using DAX basics
- Time intelligence in financial reporting
- Variance analysis (budget vs actual)
- Coffee break
- Variance analysis (budget vs actual) (continued)
- Trend and performance analysis
- Case study: financial performance dashboard
Day 4
Dashboard Design and Visualization
- Principles of effective financial dashboards
- Creating charts, tables, and visual reports
- Interactive filters and slicers
- Financial storytelling techniques
- Coffee break
- Financial storytelling techniques (continued)
- Designing executive-level dashboards
- Practical dashboard building session
Day 5
Advanced Reporting and Automation
- Advanced DAX concepts for finance
- Automating financial reports and refreshes
- Publishing and sharing reports in Power BI Service
- Coffee break
- Publishing and sharing reports in Power BI Service (continued)
- Security and data access control
- Best practices in financial reporting automation
- Final project: complete financial dashboard
FAQ
Frequently asked questions
What does Power BI for Finance Professionals (AF-004) cover?
This course covers Accounting and Finance 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 16 - 20 November 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
This course is suitable for:, Financial Analysts and Finance Managers, Accountants and 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 Vienna, Barcelona, Rome, Geneva, Amsterdam, London, Istanbul.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
Quick request
Send quick request
Send a fast enquiry about this course and the academy team will get back to you.
Get a quotation
Request a formal quotation
Choose an available date and venue, add your participants, and we will email a formal quotation for Power BI for Finance Professionals to your business address.