Enrolment options
Business Intelligence
Finance Transformation with Power BI : From Data to Decisions
HRDC Reg. No: 10001677003
Course Duration: 3 Days (21 Hours)
Course Overview
Power BI for Finance Leaders is a practical, hands-on program designed to equip finance professionals with the technical and strategic capabilities required at a CFO level. This course focuses on transforming traditional financial reporting into automated, data-driven decision-making using Microsoft Power BI.
Participants will learn how to integrate multiple data sources, build scalable financial models, develop advanced DAX calculations, and create executive dashboards. Beyond technical skills, the course emphasizes analytical thinking, enabling participants to interpret financial data, uncover business drivers, and deliver strategic insights.
Who Should Attend
- Finance Managers & Controllers
- FP&A Professionals
- Senior Accountants
- Finance Analysts
- Aspiring Finance Leaders (Future CFOs)
Why Choose This Course
- HRDC Claimable Training Program
- Designed for real-world finance applications
- Combines technical Power BI skills with strategic finance thinking
- Focus on CFO-level decision-making capabilities
- Hands-on case study and capstone project
- Immediate workplace application for reporting automation and insights
Learning Outcomes
By the end of this course, participants will be able to:
- Design automated financial reporting workflows by integrating multiple data sources and eliminating manual spreadsheet processes
- Build robust Power BI data models using fact and dimension structures
- Develop advanced DAX measures including variance, time intelligence (MTD, YTD, YoY), and profitability metrics
- Create interactive, executive-level dashboards for real-time decision-making
- Analyze business performance by linking financial and operational KPIs
- Identify key drivers and root causes of financial performance changes
- Translate data insights into actionable business strategies
- Present financial insights effectively to senior stakeholders
Prerequisites
- Basic understanding of finance and accounting concepts
- Familiarity with Excel (recommended but not mandatory)
- No prior Power BI experience required
Lab Setup
Participants are required to have:
- Laptop with Windows OS (recommended)
- Microsoft Power BI Desktop installed
- Sample datasets provided during the training
- Internet connection for updates and resources
Teaching Methodology
- Instructor-led interactive sessions
- Hands-on exercises and guided labs
- Real-world finance case studies
- Step-by-step Power BI demonstrations
- Capstone project with presentation
- Discussion on strategic finance applications
