Power BI for Finance Professionals
Build finance dashboards in Power BI: connect ledgers and budgets, model the data and report actuals, budgets and forecasts.
- 3 days
- Classroom · Live virtual · In-house
- Afriskora Certificate of Completion
Course overview
Finance teams spend days every month copying data between spreadsheets to produce management reports. This hands-on course shows accountants and analysts how to build a refreshable Power BI reporting pack instead: importing trial balances and budgets, building a finance data model, writing DAX measures for actual-versus-budget and year-to-date analysis, and publishing secure dashboards for managers.
Who should attend
- Accountants and management accountants
- FP&A and budget analysts
- Financial controllers producing monthly packs
- Auditors who want to analyse client data
What you will be able to do
- Import and clean ledger, budget and forecast data with Power Query
- Build a finance data model with chart-of-accounts hierarchies
- Write DAX measures for variances, YTD and prior-year comparisons
- Design clear income statement, cash and KPI dashboards
- Publish and secure reports for managers
Course outline
Module 1Getting finance data in
- • Power BI Desktop orientation
- • Importing trial balances and budgets
- • Power Query transformations
- • Chart-of-accounts mapping
Module 2Modelling and DAX
- • Star schema for finance
- • Date tables and fiscal years
- • Measures for actual versus budget
- • Time intelligence: YTD, MTD and prior year
Module 3Reporting and sharing
- • Income statement and balance-sheet visuals
- • Variance and waterfall charts
- • Row-level security
- • Publishing and scheduled refresh
Frequently asked questions
How long is the Power BI for Finance Professionals course?
The course runs for 3 days. Daily start and finish times are confirmed in your joining instructions. Live virtual sessions cover the same programme.
Do I receive a certificate?
Yes. Every participant who completes the course receives an Afriskora Certificate of Completion with a unique code that employers can verify online.
Can this course be delivered in-house for our team?
Yes. We can run it at your premises or online for your team, on dates that suit you, and adapt examples and case studies to your sector.
How do I book and pay?
Request dates and we'll send available sessions and a quote. Bookings are confirmed by invoice and paid by EFT. South African clients can include the course in their Workplace Skills Plan.
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