POWER BI FOR FINANCE PROFESSIONALS

Objective:

• Use Power BI effectively to analyse and interpret business and financial data
• Create informative financial reports and presentations that support decision-making
• Apply Power BI data analysis tools to generate meaningful business insights
• Design impactful data visualisations for effective financial communication
• Develop interactive performance dashboards to monitor business outcomes
• Share actionable insights to improve financial planning and business performance

Content:

Getting Started with Power BI

• Understanding Power BI Service and Power BI Desktop
• Exploring the key components and features of Power BI
• Understanding the steps involved in creating Power BI presentations
• Acquiring, cleaning, and transforming data in Power BI
• Introduction to the DAX modelling language
• Understanding the advantages of Power BI compared with Excel

Maximizing Power BI Capabilities

• Understanding the star schema data modelling approach
• Optimizing data models using fact and dimension tables
• Understanding cardinality and data relationships in Power BI
• Using standard Power BI visualizations effectively
• Applying data analysis and modelling functions
• Using drill-down, filtering, and sorting tools
• Applying layout and formatting techniques

Business Performance Management with Power BI

• Understanding strategic and tactical planning principles
• Exploring the principles of business value creation
• Understanding business models and performance drivers
• Business Analytics (BA) and Business Intelligence (BI) fundamentals
• Measuring and managing organizational performance
• Developing a framework for Business Performance Management (BPM)
• Using Power BI to enhance business analytics and performance management

Data Visualization and Financial Report Design

• Understanding the key elements of effective Power BI financial reports
• Avoiding common financial reporting mistakes
• Integrating financial metrics with non-financial KPIs
• Transforming raw data into meaningful information and insights
• Creating compelling financial data visualizations
• Combining design and functionality for effective Power BI reports

Developing Power BI Dashboards for Business Performance

• Understanding the purpose and value of performance dashboards
• Exploring strategic, tactical, and operational dashboards
• Using Power BI dashboards to support organizational change
• Understanding key dashboard applications
• Following the steps for developing effective Power BI dashboards
• Building interactive dashboards for business performance monitoring

For Whom:

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