Power BI for Finance and Accounting

  • Power BI for Finance and Accounting
  • United Kingdom (UK) - London

Power BI for Finance and Accounting

Course Category : Finance

A specialised programme enabling finance professionals to transform data into strategic insights using Power BI for enhanced decision-making and organisational performance.
Duration: 5 Days | Level: Intermediate to Advanced.

Starts On

7 - September - 2026

Ends On

11 - September - 2026

Location

United Kingdom (UK) - London

Language

English

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View Course Introductory PDF

Targeted Audience

  • Accountants and Management Accountants
  • Financial Analysts
  • Finance and Planning Managers
  • Budgeting and Cost Managers
  • Financial Reporting Specialists
  • Data Analysts in Finance
  • Financial Systems Managers

Targeted Skills

  • Financial Data Analysis using Power BI
  • Interactive Financial Dashboard Development
  • Data Modelling Techniques
  • Advanced Financial Analysis with DAX
  • Data Integration from Multiple Sources
  • Dynamic Financial Reporting

Expected Outcomes

  • Master Power BI for financial analysis.
  • Develop professional financial reports and dashboards.
  • Design data models for decision support.
  • Apply DAX functions for advanced financial analysis.
  • Improve reporting speed and quality.
  • Support financial planning and forecasting using data.

Training Topics Index

  • Overview of Power BI environment
  • Importing and cleaning financial data
  • Financial data sources
  • Financial data visualisation principles
  • Traditional vs interactive reporting

  • Designing financial data models
  • Table relationships
  • Structuring accounting data
  • Model performance optimisation
  • Data modelling best practices

  • DAX fundamentals
  • Key financial metrics calculations
  • Profitability and cost analysis
  • Financial ratios computation
  • Advanced measures creation

  • Professional dashboard design
  • KPI visualisation
  • Financial trend analysis
  • Interactive data exploration
  • User experience optimisation

  • Executive reporting techniques
  • Financial report automation
  • Report sharing and collaboration
  • Data-driven financial forecasting
  • Strategic decision support