Professional training course · DMBI-038
Financial Data Analytics with Power BI
Finance teams need fast, accurate insight into performance, costs and cash. Power BI allows finance professionals to automate reporting and analyse financial data…
- 5 daysClassroom or online
- 13Upcoming dates
- 5Cities
- £2,750Fees from
Course overview
Why Attend
Finance teams need fast, accurate insight into performance, costs and cash. Power BI allows finance professionals to automate reporting and analyse financial data interactively.
This LLMI course covers preparing financial data, building finance data models, chart of accounts mapping, P&L, balance sheet and cash flow reports, variance analysis, KPIs, budget versus actual and publishing finance dashboards. Participants build a finance reporting solution.
Course Objectives
Prepare and transform financial data
Build finance data models
Create P&L, balance sheet and cash flow reports
Perform variance and budget analysis
Design finance KPIs and dashboards
Publish and automate finance reporting
Target Audience
Finance and FP&A analysts
Management accountants
Financial controllers
Finance business partners
Reporting specialists
CFO office staff
Course Methodology
Hands-on Power BI labs
Finance datasets
Modelling exercises
Dashboard project
Peer review
Course outline
-
1Day 1: Finance Data Preparation
- Finance data sources
- Power Query
- Chart of accounts mapping
- Data cleaning
- Lab: Preparing GL data
-
2Day 2: Finance Data Models
- Model design
- Date tables
- Hierarchies
- Measures
- Lab: Finance model
-
3Day 3: Financial Statements
- P&L reports
- Balance sheet
- Cash flow
- Formatting
- Lab: Statement reports
-
4Day 4: Variance and KPIs
- Budget versus actual
- Variance analysis
- Finance KPIs
- Forecast integration
- Lab: Variance dashboard
-
5Day 5: Publishing
- Publishing and sharing
- Security
- Automation
- Governance
- Capstone: Finance reporting solution
Schedule
Dates and fees
13 upcoming dates in 5 cities. Fees are per delegate; bring colleagues and every seat is discounted. Every date can also be joined live online for £1,280.
No dates in this city right now. Request a quotation and we will suggest the nearest date.
Join the class in real time from your office or home: live sessions with the trainer, group discussion, course materials and a certificate of completion. Joining details are emailed before the course starts.
Questions
Frequently asked questions
How long is the Financial Data Analytics with Power BI course?
The course runs over 5 days of classroom training, usually Monday to Friday.
When is the next Financial Data Analytics with Power BI course?
The next public date is 14 - 18 Dec 2026 in Frankfurt. There are 13 upcoming dates in total.
Where is this course held?
Upcoming sessions run in Frankfurt, London, Munich, Barcelona, Paris.
Can I take Financial Data Analytics with Power BI online?
Yes. Every date can also be joined live online in a virtual classroom with the trainer, for £1,280 per participant. Choose "Live online" in the dates table when you register.
How much does the course cost?
Fees start from £2,750 per delegate, depending on the city. Fees include tuition and course materials.
Do participants receive a certificate?
Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.
Can this course be delivered in-house for our team?
Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.
Course information last updated 14 November 2026.
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