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Power BI for Finance - Dashboards and Reporting Excellence
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About the Course
This course provides practical, hands-on training in using Power BI for finance reporting, covering how financial data is connected, modeled, and visualized to produce clear, decision-ready dashboards. It is designed for finance professionals building reporting and analytics capability.
Participants build dashboards using real finance datasets, learning data modeling, DAX formula basics, and visualization design principles along the way. Practical exercises reinforce how to design reports that communicate financial performance clearly to different audiences.
Learning Milestones
By the end of this course, participants will be able to:
- Connect and model financial data sources in Power BI.
- Apply DAX formulas to build financial calculations.
- Design clear, effective financial dashboards.
- Build interactive reports for different stakeholder audiences.
- Apply data visualization best practices to financial reporting.
- Publish and maintain Power BI reports for ongoing use.
Professional Audience
This course is ideal for finance professionals building reporting and analytics capability, including:
- Financial planning and analysis professionals
- Financial analysts and reporting staff
- Corporate finance professionals
- Business intelligence staff supporting finance
- Finance professionals new to Power BI
Modular Syllabus
Power BI Fundamentals for Finance
- Power BI interface and components overview
- Connecting to financial data sources
- Data import and refresh considerations
- Power Query basics for data preparation
- Setting up a first financial report
Course Dates & Prices
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