POWER BI FOR FINANCE PROFESSIONALS
Available Dates & Locations
COURSE OVERVIEW
This course is designed to empower finance professionals with the skills required to create polished, professional, and impactful presentations using Power BI. Participants will gain mastery in handling complex financial datasets, transforming raw data into meaningful insights, and performing advanced analyses to uncover trends and patterns. They will also learn to design dynamic, interactive dashboards that not only enhance data visualization but are also optimized for strategic decision-making. Additionally, the course highlights the importance of dashboard sharing, participants will learn how to publish, share, and optimize interactive dashboards in Power BI. This ensures collaboration and tailored reporting for organizational needs.
COURSE OBJECTIVES
By completely attending this course, participants will be able to:
- Understand Power BI fundamentals for financial reporting.
- Master financial data preparation and transformation.
- Develop analytical skills for key financial metrics and KPIs.
- Build interactive customized dashboards for presentations.
- Analyze financial scenarios to support decision-making.
- Publish Power BI dashboards for effective collaboration.
NOTE
This course requires participants to bring their own laptops with a Windows operating system, Power BI and Excel 2019/365 fully installed.
TARGET COMPETENCIES
- Data Management and Transformation
- Data Modeling
- Data Analysis
- Interactive Dashboard Design
- Scenario Analysis
- Data Sharing
Finance Managers, Financial Controllers, CFOs and Finance Executives, Financial Advisors, Budget Analysts, Treasury and Investment Professionals, Professionals responsible for financial reporting and decision-making.
The course incorporates instructor-led training sessions, practical hands-on activities focused on dashboard creation and data analysis, collaborative exchanges of best practices in financial reporting, and designing and presenting impactful financial dashboards.
