An Interactive 5-Day Training Course
Power BI for Finance Professionals
Take Financial Analysis and
Reporting to the Next Level with Power BI
Course Overview
This Power BI for Finance Professionals training course will highlight the potential benefits of Microsoft’s powerful tool for data analysis, visualisation, reporting, and producing dashboards. In today’s dynamic world of rapid change and disruption, the ability to effectively analyse data and present actionable insights is vital for driving informed decision-making and maintaining a competitive advantage. Power BI empowers finance professionals to harness the power of data analysis, visualisation, and reporting to transform raw data into meaningful insights and dynamic interactive dashboards.
This Power BI for Finance Professionals training course will explore how Power BI enables finance professionals to unlock the full potential of their financial data. From financial reporting and budgeting to forecasting and trend analysis, Power BI offers a comprehensive suite of features and functionalities tailored to the unique needs of finance departments. By taking advantage of its intuitive interface, robust data modeling capabilities, and interactive visualizations, finance professionals can streamline their workflow, automate repetitive tasks, and gain deeper insights into key financial metrics and alignment of resources with strategic objectives.
This Power BI for Finance Professionals training course will feature:
- Getting started with MS Power BI
- Key advantages over MS Excel
- Getting the best out of Power BI
- Using Power BI in Business Performance Management
- Designing data visualisations and effective presentations
- Building and implementing interactive dashboards
Training Outline
DAY 1: Getting Started with Power BI
- Power BI service and Power BI desktop
- The basic elements of Power BI
- Key steps in producing a Power BI presentation
- How to acquire, clean, and transform data in Power BI
- Introducing the DAX modelling language
- The advantages of Power BI over excel
DAY 2: Getting the Best Out of Power BI
- Understanding the star schema system
- Optimising models with fact and dimension tables
- Understanding cardinality in Power BI
- Using Power BI standard visuals
- Data analysis and modelling functions
- Drill, filter, and sort tools
- Layout and formatting tools
DAY 3: Principles of Business Performance Management (BPM)
- Fundamentals of strategic and tactical planning
- Principles of business value
- Understanding business models
- Business Analytics (BA) and Business Intelligence (BI)
- Measuring and managing organisational performance
- A framework for Business Performance Management (BPM)
- Using Power BI to improve BA and BPM
DAY 4: Data Visualisation and Effective Report Design
- Key elements of effective Power BI financial reports
- Avoiding common mistakes in financial reporting
- Integrating financial metrics and non-financial KPIs
- Transforming data into information and insights
- Creating compelling data visualisations
- Merging form and function for great Power BI reports
DAY 5: Implementing Power BI Dashboards in Effective BPM
- Defining performance dashboards
- Strategic, tactical, and operational dashboards
- Using Power BI dashboards as "agents for change"
- The key dashboard applications
- Steps in developing effective Power BI dashboards
- Building interactive dashboards in Power BI
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
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