Schedules Introduction Objectives Training Methodology Organisational Impact Personal Impact Who Should Attend? Outline

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Course Schedule

Classroom Sessions:

Date	Venue	Fees
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
30 Mar - 03 Apr 2026	Paris - France	$5,950
06 - 10 Apr 2026	London - UK	$5,950
13 - 17 Apr 2026	Dubai - UAE	$5,950
13 - 17 Jul 2026	London - UK	$5,950
21 - 25 Sep 2026	Dubai - UAE	$5,950
19 - 23 Oct 2026	Paris - France	$5,950
14 - 18 Dec 2026	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

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

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

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For detailed information about specific courses, including course content, schedules, and instructors, you can visit our website or contact our customer service team. They will be happy to provide all the information you need to make an informed decision.

Can I get a discount for group bookings?

Yes, GLOMACS offers special discounts for group bookings. If you’re planning to enroll multiple participants from your organization, please reach out to our team to discuss the available discount packages.

How are GLOMACS courses structured?

Our courses are structured to provide a balanced mix of theory and practical application. They typically include presentations, case studies, group discussions, hands-on activities, and interactive Q&A sessions to maximize learning outcomes.

Will I receive a certificate upon completing a GLOMACS course?

Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

Does GLOMACS offer customized training for organizations?

Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.

How can I register for a GLOMACS course?

You can register for a GLOMACS training course by visiting our website, selecting the course of your choice, and following the simple registration process. You can also contact our support team for assistance with the registration process.

Who are the trainers at GLOMACS?

Our trainers are industry experts with years of practical experience in their respective fields. They bring real-world knowledge and insights into the classroom, ensuring that our participants receive top-tier, applicable skills and expertise.

Are GLOMACS training courses available online or in person?

GLOMACS offers both online and in-person training options. You can choose from interactive virtual sessions or attend one of our globally located in-person training courses. The flexibility ensures that learning fits your schedule and preferences.

What types of training courses does GLOMACS offer?

GLOMACS offers a wide range of professional development training courses across various industries, including Leadership & Management, Finance & Accounting, Human Resources, Engineering, Oil & Gas, Operations and Logistics, Engineering and Technical and more. Our training courses are designed to enhance career growth and organizational effectiveness.

What are the key benefits of attending a GLOMACS course?

Attending a GLOMACS training course offers numerous benefits, including enhanced professional skills, increased employability, industry-recognized certification, networking opportunities with peers and experts, and the chance to apply practical knowledge directly to your workplace.

Why should I choose GLOMACS?

GLOMACS is a globally recognized leader in professional training and development, with a reputation for delivering high-quality, results-driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online and in-person), and accredited certifications that add real value to your career.

An Interactive 5-Day Training Course

Power BI for Finance Professionals

Take financial analysis and reporting to the next level with Power BI