Professional training in London and 13 international cities info@llmi.uk
Enquire

Professional training course · AF-004

Power BI for Finance Professionals

Finance professionals are expected to deliver faster insights, more accurate reporting, and real-time financial analysis. Traditional spreadsheet reporting often limits…

  • 5 daysClassroom
  • 14Upcoming dates
  • 7Cities
  • £2,850Fees from
View dates & register Get quotation Download PDF
Power BI for Finance Professionals
Next classroom session Vienna 16 - 20 Nov 2026 · £4,250 Next in London London 12 - 16 Apr 2027 · £4,200

Course overview

Why Attend

Finance professionals are expected to deliver faster insights, more accurate reporting, and real-time financial analysis. Traditional spreadsheet reporting often limits visibility, slows decision-making, and increases the risk of manual errors.

Power BI enables finance teams to transform raw financial data into interactive dashboards, automated reports, and dynamic insights that support strategic decision-making. It bridges the gap between financial data and business intelligence.

This course is designed to help finance professionals develop practical Power BI skills to analyze financial performance, build dashboards, automate reporting, and improve financial decision-making across the organization.

Course Methodology

This programme focuses on hands-on learning and real financial applications:

  • Step-by-step Power BI demonstrations
  • Practical exercises using financial datasets
  • Dashboard-building workshops
  • Real-world finance reporting scenarios
  • Guided data modeling and visualization practice

Course Objectives

By the end of this programme, participants will be able to:

  • Understand the fundamentals of Power BI for financial analysis
  • Import, clean, and model financial data
  • Build interactive financial dashboards and reports
  • Analyze key financial KPIs and performance metrics
  • Automate financial reporting processes
  • Improve data-driven financial decision-making
  • Present financial insights through visual storytelling

Target Audience

This course is suitable for:

  • Financial Analysts and Finance Managers
  • Accountants and Controllers
  • Budgeting and Planning Professionals
  • Auditors and Compliance Officers
  • Business and Data Analysts in finance
  • Professionals involved in financial reporting and analysis

Target Competencies

Participants will develop competencies in:

  • Financial data modeling in Power BI
  • Dashboard design and visualization
  • Financial reporting automation
  • KPI tracking and performance analysis
  • Data cleaning and transformation (Power Query basics)
  • Analytical thinking for financial decision-making
  • Data storytelling for finance stakeholders

Course outline

  1. 1Day 1: Introduction to Power BI and Financial Data
    • Overview of Power BI and its role in finance
    • Power BI ecosystem (Desktop, Service, Dataflows)
    • Connecting to financial data sources
    • Introduction to data structure and modeling
    • Basic navigation and interface setup
    • Importing financial datasets
  2. 2Day 2: Data Preparation and Financial Data Modeling
    • Data cleaning using Power Query
    • Structuring financial data for analysis
    • Relationships between financial tables
    • Building data models for reporting
    • Creating calculated columns
    • Practical exercise: preparing financial dataset
  3. 3Day 3: Financial Analysis and KPI Development
    • Key financial KPIs (profitability, liquidity, efficiency)
    • Creating measures using DAX basics
    • Time intelligence in financial reporting
    • Variance analysis (budget vs actual)
    • Trend and performance analysis
    • Case study: financial performance dashboard
  4. 4Day 4: Dashboard Design and Visualization
    • Principles of effective financial dashboards
    • Creating charts, tables, and visual reports
    • Interactive filters and slicers
    • Financial storytelling techniques
    • Designing executive-level dashboards
    • Practical dashboard building session
  5. 5Day 5: Advanced Reporting and Automation
    • Advanced DAX concepts for finance
    • Automating financial reports and refreshes
    • Publishing and sharing reports in Power BI Service
    • Security and data access control
    • Best practices in financial reporting automation
    • Final project: complete financial dashboard

Schedule

Dates and fees

14 upcoming dates in 7 cities. Fees are per delegate; bring colleagues and every seat is discounted.

All dates as PDF
November 2026
16NOV 16 - 20 Nov 2026Mon to Fri · 5 daysNext session
Austria flag ViennaAustria · Classroom
£4,250per delegate2+ people: £3,400 each
Register
December 2026
7DEC 7 - 11 Dec 2026Mon to Fri · 5 days
Spain flag BarcelonaSpain · Classroom
£3,850per delegate2+ people: £3,080 each
Register
January 2027
11JAN 11 - 15 Jan 2027Mon to Fri · 5 days
Italy flag RomeItaly · Classroom
£4,250per delegate2+ people: £3,400 each
Register
February 2027
8FEB 8 - 12 Feb 2027Mon to Fri · 5 days
Switzerland flag GenevaSwitzerland · Classroom
£5,250per delegate2+ people: £4,200 each
Register
March 2027
8MAR 8 - 12 Mar 2027Mon to Fri · 5 days
Netherlands flag AmsterdamNetherlands · Classroom
£4,250per delegate2+ people: £3,400 each
Register
April 2027
12APR 12 - 16 Apr 2027Mon to Fri · 5 daysOur home city
United Kingdom flag LondonUnited Kingdom · Classroom
£4,200per delegate2+ people: £3,360 each
Register
May 2027
10MAY 10 - 14 May 2027Mon to Fri · 5 days
Turkey flag IstanbulTurkey · Classroom
£2,850per delegate2+ people: £2,280 each
Register
June 2027
14JUN 14 - 18 Jun 2027Mon to Fri · 5 days
Austria flag ViennaAustria · Classroom
£4,250per delegate2+ people: £3,400 each
Register
July 2027
12JUL 12 - 16 Jul 2027Mon to Fri · 5 days
Spain flag BarcelonaSpain · Classroom
£3,850per delegate2+ people: £3,080 each
Register
August 2027
9AUG 9 - 13 Aug 2027Mon to Fri · 5 days
Italy flag RomeItaly · Classroom
£4,250per delegate2+ people: £3,400 each
Register
September 2027
13SEP 13 - 17 Sep 2027Mon to Fri · 5 days
Switzerland flag GenevaSwitzerland · Classroom
£5,250per delegate2+ people: £4,200 each
Register
October 2027
11OCT 11 - 15 Oct 2027Mon to Fri · 5 days
Netherlands flag AmsterdamNetherlands · Classroom
£4,250per delegate2+ people: £3,400 each
Register
November 2027
8NOV 8 - 12 Nov 2027Mon to Fri · 5 daysOur home city
United Kingdom flag LondonUnited Kingdom · Classroom
£4,200per delegate2+ people: £3,360 each
Register
December 2027
13DEC 13 - 17 Dec 2027Mon to Fri · 5 days
Turkey flag IstanbulTurkey · Classroom
£2,850per delegate2+ people: £2,280 each
Register

Questions

Frequently asked questions

How long is the Power BI for Finance Professionals course?

The course runs over 5 days of classroom training, usually Monday to Friday.

When is the next Power BI for Finance Professionals course?

The next public date is 16 - 20 Nov 2026 in Vienna. There are 14 upcoming dates in total.

Where is this course held?

Upcoming sessions run in Vienna, Barcelona, Rome, Geneva, Amsterdam, London, Istanbul.

How much does the course cost?

Fees start from £2,850 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.

Related

More Accounting and Finance courses

View all

Training a team?

Any course in our catalogue can be delivered privately for your organisation, at your offices or in one of our cities, with content shaped around your goals.

Plan in-house training Speak to an advisor