Accounting and Finance

Power BI for Finance Professionals

Finance professionals are expected to deliver faster insights, more accurate reporting, and real-time financial analysis. Traditional spreadsheet reporting often limits visibility, slows decision-making, and increases the risk of manual errors. Power BI enables finance teams to transform raw financial data into interactive dashboards, automated reports, and dynamic insights that support strategic decision-making. It bridges the gap between financial data and business intelligence. This course is designed to help finance professionals develop practical Power BI skills to analyze financial performance, build dashboards, automate reporting, and improve financial decision-making across the organization.

AF-004Istanbul - TürkiyeAccounting and Finance
Course schedules
Upcoming dates Classroom
Start date End date Location Fee Registration
Istanbul - Türkiye
€1,425 + VAT
→
Vienna - Austria
€2,125 + VAT
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Barcelona - Spain
€1,925 + VAT
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Rome - Italy
€2,125 + VAT
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Geneva - Switzerland
€2,625 + VAT
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Amsterdam - Netherlands
€2,125 + VAT
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London - United Kingdom
€2,100 + VAT
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Istanbul - Türkiye
€1,425 + VAT
→
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Why Attend

Finance professionals are expected to deliver faster insights, more accurate reporting, and real-time financial analysis. Traditional spreadsheet reporting often limits visibility, slows decision-making, and increases the risk of manual errors.

Power BI enables finance teams to transform raw financial data into interactive dashboards, automated reports, and dynamic insights that support strategic decision-making. It bridges the gap between financial data and business intelligence.

This course is designed to help finance professionals develop practical Power BI skills to analyze financial performance, build dashboards, automate reporting, and improve financial decision-making across the organization.

Course Objectives
  • Understand the fundamentals of Power BI for financial analysis
  • Import, clean, and model financial data
  • Build interactive financial dashboards and reports
  • Analyze key financial KPIs and performance metrics
  • Automate financial reporting processes
  • Improve data-driven financial decision-making
  • Present financial insights through visual storytelling
Designed for

This program is intended for professionals involved in Accounting and Finance.

  • Financial Analysts and Finance Managers
  • Accountants and Controllers
  • Budgeting and Planning Professionals
  • Auditors and Compliance Officers
  • Business and Data Analysts in finance
  • Professionals involved in financial reporting and analysis
Course Methodology

This programme focuses on hands-on learning and real financial applications: - Step-by-step Power BI demonstrations - Practical exercises using financial datasets - Dashboard-building workshops - Real-world finance reporting scenarios - Guided data modeling and visualization practice

Course content
Day1

Introduction to Power BI and Financial Data

  • Overview of Power BI and its role in finance
  • Power BI ecosystem (Desktop, Service, Dataflows)
  • Connecting to financial data sources
  • Introduction to data structure and modeling
  • Basic navigation and interface setup
  • Importing financial datasets
Day2

Data Preparation and Financial Data Modeling

  • Data cleaning using Power Query
  • Structuring financial data for analysis
  • Relationships between financial tables
  • Building data models for reporting
  • Creating calculated columns
  • Practical exercise: preparing financial dataset
Day3

Financial Analysis and KPI Development

  • Key financial KPIs (profitability, liquidity, efficiency)
  • Creating measures using DAX basics
  • Time intelligence in financial reporting
  • Variance analysis (budget vs actual)
  • Trend and performance analysis
  • Case study: financial performance dashboard
Day4

Dashboard Design and Visualization

  • Principles of effective financial dashboards
  • Creating charts, tables, and visual reports
  • Interactive filters and slicers
  • Financial storytelling techniques
  • Designing executive-level dashboards
  • Practical dashboard building session
Day5

Advanced Reporting and Automation

  • Advanced DAX concepts for finance
  • Automating financial reports and refreshes
  • Publishing and sharing reports in Power BI Service
  • Security and data access control
  • Best practices in financial reporting automation
  • Final project: complete financial dashboard
The certificate

SPARK Training Certificate of Completion is awarded to participants who attend and complete the full training course.

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