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The Power BI for Finance Professionals Training Course by the Geneva Institute of Business Management, within the Finance and Accounting Training Courses category, provides finance professionals with practical skills to transform financial data into meaningful insights. The course focuses on financial data visualisation, data preparation, interactive reporting, and the development of professional Power BI dashboards for finance functions.
Participants learn how to use Power BI for financial reporting, budgeting, forecasting, performance analysis, and decision-making. The programme covers finance analytics, data modelling, financial KPIs, interactive dashboards, and Power BI financial modelling, enabling participants to communicate complex financial information through clear, data-driven reports.
Objectives
Understand the fundamentals of Power BI for Finance and its applications in financial functions.
Import, clean, transform, and organise financial data using Power BI.
Develop effective financial data visualisation techniques.
Build interactive Power BI dashboards for financial analysis.
Apply Power BI to management reporting and financial performance analysis.
Improve financial reporting with Power BI through automated and interactive reports.
Create financial models using Power BI data modelling capabilities.
Analyse budgets, forecasts, revenues, costs, and financial KPIs.
Apply finance analytics to support informed business decisions.
Develop practical Power BI financial modelling skills for finance departments.
Target Audience
Finance Managers and Financial Controllers
Accountants and Management Accountants
Financial Analysts and Business Analysts
FP&A Professionals
Budgeting and Forecasting Professionals
Finance Directors and Senior Finance Executives
Management Reporting Specialists
Accounting and Finance Professionals
Professionals responsible for financial dashboards and reporting
Business professionals seeking advanced Power BI skills for finance
Modules
Module 1: Introduction to Power BI for Finance
Overview of Power BI and its role in finance
Power BI applications across finance departments
Understanding financial data requirements
Connecting finance data sources
Power BI interface and core components
Module 2: Financial Data Preparation and Transformation
Importing financial data into Power BI
Data cleaning and validation
Using Power Query for finance data
Combining financial datasets
Handling missing and inconsistent financial data
Preparing data for analysis and reporting
Module 3: Financial Data Modelling
Fundamentals of data modelling
Creating relationships between financial tables
Designing finance-focused data models
Working with dimensions and fact tables
Applying calculated columns and measures
Introduction to Power BI financial modelling
Module 4: DAX for Financial Analysis
Introduction to DAX
Creating financial calculations and measures
Time-based financial calculations
Revenue, cost, profit, and margin calculations
Variance and growth analysis
Budget versus actual calculations
Applying DAX to finance analytics
Module 5: Financial Data Visualisation
Principles of effective financial visualisation
Selecting appropriate charts for financial data
Visualising revenue, costs, profit, and cash flow
KPI cards and financial indicators
Trend and variance visualisation
Improving financial reports through interactive visuals
Module 6: Building Power BI Dashboards for Finance
Designing finance-focused dashboards
Creating interactive Power BI dashboards
Financial KPI dashboards
Budget and performance dashboards
Executive finance dashboards
Filters, slicers, drill-downs, and interactive features
Dashboard usability and presentation
Module 7: Financial Reporting with Power BI
Automating management reports
Developing monthly and quarterly financial reports
Budget versus actual reporting
Profit and loss reporting
Cash flow and financial performance reporting
Creating reusable reporting templates
Improving financial reporting with Power BI
Module 8: Power BI for Budgeting and Forecasting
Analysing historical financial performance
Budget analysis and monitoring
Forecasting financial performance
Revenue and expense forecasting
Variance analysis
Scenario and what-if analysis
Supporting FP&A with Power BI
Module 9: Finance Analytics and Performance Management
Analysing financial performance
Identifying financial trends and patterns
KPI monitoring and performance measurement
Profitability and cost analysis
Business performance insights
Using finance analytics for decision-making
Module 10: Advanced Power BI Applications for Finance
Advanced financial dashboard techniques
Optimising Power BI models and reports
Data security and controlled access
Sharing and publishing finance reports
Power BI Service for finance teams
Best practices for sustainable financial reporting
Practical finance reporting project
