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Course Schedule
Classroom Sessions:
DateVenueFees
24 - 28 Feb 2025 Paris - France $5,950
07 - 11 Apr 2025 London - UK $5,950
14 - 18 Apr 2025 Dubai - UAE $5,950
14 - 18 Jul 2025 London - UK $5,950
22 - 26 Sep 2025 Dubai - UAE $5,950
20 - 24 Oct 2025 Paris - France $5,950
15 - 19 Dec 2025 London - UK $5,950
Course Description

INTRODUCTION

This Power BI for Finance Professionals training course will highlight the potential benefits of Microsoft’s powerful tool for data analysis, visualisation, reporting, and producing dashboards.  In today’s dynamic world of rapid change and disruption, the ability to effectively analyse data and present actionable insights is vital for driving informed decision-making and maintaining a competitive advantage. Power BI empowers finance professionals to harness the power of data analysis, visualisation, and reporting to transform raw data into meaningful insights and dynamic interactive dashboards.

This training course will explore how Power BI enables finance professionals to unlock the full potential of their financial data. From financial reporting and budgeting to forecasting and trend analysis, Power BI offers a comprehensive suite of features and functionalities tailored to the unique needs of finance departments. By taking advantage of its intuitive interface, robust data modeling capabilities, and interactive visualizations, finance professionals can streamline their workflow, automate repetitive tasks, and gain deeper insights into key financial metrics and alignment of resources with strategic objectives.

This GLOMACS Power BI for Finance Professionals training course will feature:

  • Getting started with MS Power BI
  • Key advantages over MS Excel 
  • Getting the best out of Power BI
  • Using Power BI in business performance management
  • Designing data visualisations and effective presentations
  • Building and implementing interactive dashboards

Objectives

By the end of this Power BI for Finance Professionals training course, participants will have developed a set of practical skills and techniques that will enable them to:

  • Use Power BI to analyse business data
  • Generate informative financial presentations
  • Use Power BI’s powerful data analysis tools
  • Design data visualisations with impact
  • Create bespoke interactive performance dashboards
  • Share meaningful business insights

Training Methodology

This Power BI for Finance Professionals training course is highly practical and interactive, involving hands-on exercises to master the tools and techniques to produce effective presentations and dashboards. The training course will allow delegates work on Power BI Desktop to try and perfect the various functions and tools.

Organisational Impact

Implementing Power BI within the finance team can have a significant organisational impact, bringing about several benefits and changes across various aspects of the organisation:

Improved the organisation will gain from:

  • Improved decision-making
  • Higher efficiency and productivity
  • Increased transparency and accountability
  • Better collaboration and communication
  • Enhanced strategic and performance management

Personal Impact

This training course will personally benefit delegates by providing :

  • An introduction to and working knowledge of Power BI
  • Practical skills in data analysis and modelling in Power BI
  • Increased effectiveness in communicating with decision-makers
  • Principles of best design for data visualisations
  • Tools and techniques for building interactive dashboards

WHO SHOULD ATTEND?

This GLOMACS Power BI for Finance Professionals training course is suitable for a wide range of professionals but will greatly benefit:

  • Accountants and Finance Professionals 
  • Management Accountants
  • Finance Business Partners
  • Strategic Planning and Budgeting Team Members
  • Government Finance Function Members
  • Business and Investment Analysts
Course Outline

Day 1

Getting Started with Power BI

  • Power BI Service and Power BI desktop
  • The basic elements of Power BI
  • Key steps in producing a Power BI presentation
  • How to acquire, clean, and transform data in Power BI
  • Introducing the DAX modelling language
  • The advantages of Power BI over Excel

Day 2

Getting The Best Out of Power BI

  • Understanding the star schema system
  • Optimising models with fact and dimension tables
  • Understanding cardinality in Power BI
  • Using power BI standard visuals
  • Data analysis and modelling functions
  • Drill, filter, and sort tools
  • Layout and formatting tools

Day 3

Principles of Business Performance Management (BPM)

  • Fundamentals of strategic and tactical planning
  • Principles of business value
  • Understanding business models
  • Business Analytics (BA) and Business Intelligence (BI)
  • Measuring and managing organisational performance
  • A framework for Business Performance Management (BPM)
  • Using Power BI to improve BA and BPM

Day 4

Data Visualisation and Effective Report Design

  • Key elements of effective Power BI financial reports
  • Avoiding common mistakes in financial reporting
  • Integrating financial metrics and non-financial KPIs
  • Transforming data into information and insights
  • Creating compelling data visualisations
  • Merging form and function for great Power BI reports

Day 5

Implementing Power BI Dashboards in Effective BPM

  • Defining performance dashboards
  • Strategic, tactical, and operational dashboards
  • Using Power BI dashboards as "agents for change"
  • The key dashboard applications 
  • Steps in developing effective Power BI dashboards
  • Building interactive dashboards in Power BI
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
  • Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations

Endorsed Education Provider

  • Quality Logo

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

In Association With

Oxford Management Centre

Oxford Management Centre

A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.

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