# Power BI for Finance Professionals

> Build finance dashboards in Power BI: connect ledgers and budgets, model the data and report actuals, budgets and forecasts.

- **Provider:** Afriskora Training Solutions
- **Category:** Finance, Accounting & Audit
- **Duration:** 3 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/finance-accounting-audit/power-bi-for-finance-professionals
- **Request dates:** https://afriskora.co.za/request-training?course=power-bi-for-finance-professionals

## 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

## Learning outcomes

- 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 1: Getting finance data in

- Power BI Desktop orientation
- Importing trial balances and budgets
- Power Query transformations
- Chart-of-accounts mapping

### Module 2: Modelling and DAX

- Star schema for finance
- Date tables and fiscal years
- Measures for actual versus budget
- Time intelligence: YTD, MTD and prior year

### Module 3: Reporting and sharing

- Income statement and balance-sheet visuals
- Variance and waterfall charts
- Row-level security
- Publishing and scheduled refresh