Power BI for Finance Professionals

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