Short Course Description
A professional, finance-focused Power BI course designed for accountants, financial analysts, CFO office teams, and business owners. Students learn how to connect financial data, build dynamic dashboards, apply DAX for finance metrics, and automate financial reporting.
Includes real-world projects: P&L dashboards, cash flow analysis, budgeting, forecasting, KPI monitoring, and variance reporting.
Target Audience
-Accountants & auditors
-Financial analysts
-Finance managers & CFO support teams
-MBA finance students
-Business owners managing financial data
-Anyone using Excel for financial reporting and wants to upgrade to BI
What Students Will Learn (Outcomes)
1. Financial Data Preparation
-Importing financial statements
-Cleaning transactional data (sales, expenses, journals)
-Power Query transformations for finance workflows
2. Financial Modeling in Power BI
-Building finance-ready data models
-Relationships between ledgers, journal entries, charts of accounts
-Mapping accounts to financial categories
3. DAX for Finance
-CALCULATE, FILTER context for finance
-Time Intelligence DAX: YTD, MTD, QTD, YoY
-Variance analysis (Actual vs Budget)
-Running totals, rolling averages
4. Financial Dashboards & Visuals
Students build:
-Profit & Loss (P&L) dashboards
-Balance sheet summaries
-Cash flow monitoring dashboards
-KPI dashboards (revenue, gross margin, net income)
-Budget vs actual variance dashboards
-Accounts receivable & payable aging reports
5. Financial Automation
-Automated monthly financial reporting
-Automated data refresh
-Publishing for management access
-Row-level security for finance teams
6. Real Projects
-P&L Dashboard Project
-Cash Flow BI Project
-Budget vs Actual Dashboard
-AR/AP Monitoring Dashboard
