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.

Can I take Power BI for Finance Professionals 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.

Power BI for Finance Professionals (AF-004) Training Course

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

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
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
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
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
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. Every date can also be joined live online for £1,280.

All dates as PDF

November 2026

16NOV 16 - 20 Nov 2026Mon to Fri · 5 daysNext session

ViennaAustria · Classroom

£4,250per delegate2+ people: £3,400 each

December 2026

7DEC 7 - 11 Dec 2026Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

January 2027

11JAN 11 - 15 Jan 2027Mon to Fri · 5 days

RomeItaly · Classroom

£4,250per delegate2+ people: £3,400 each

February 2027

8FEB 8 - 12 Feb 2027Mon to Fri · 5 days

GenevaSwitzerland · Classroom

£5,250per delegate2+ people: £4,200 each

March 2027

8MAR 8 - 12 Mar 2027Mon to Fri · 5 days

AmsterdamNetherlands · Classroom

£4,250per delegate2+ people: £3,400 each

April 2027

12APR 12 - 16 Apr 2027Mon to Fri · 5 daysOur home city

LondonUnited Kingdom · Classroom

£2,750per delegate2+ people: £2,200 each

May 2027

10MAY 10 - 14 May 2027Mon to Fri · 5 days

IstanbulTurkey · Classroom

£2,850per delegate2+ people: £2,280 each

June 2027

14JUN 14 - 18 Jun 2027Mon to Fri · 5 days

ViennaAustria · Classroom

£4,250per delegate2+ people: £3,400 each

July 2027

12JUL 12 - 16 Jul 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

August 2027

9AUG 9 - 13 Aug 2027Mon to Fri · 5 days

RomeItaly · Classroom

£4,250per delegate2+ people: £3,400 each

September 2027

13SEP 13 - 17 Sep 2027Mon to Fri · 5 days

GenevaSwitzerland · Classroom

£5,250per delegate2+ people: £4,200 each

October 2027

11OCT 11 - 15 Oct 2027Mon to Fri · 5 days

AmsterdamNetherlands · Classroom

£4,250per delegate2+ people: £3,400 each

November 2027

8NOV 8 - 12 Nov 2027Mon to Fri · 5 daysOur home city

LondonUnited Kingdom · Classroom

£2,750per delegate2+ people: £2,200 each

December 2027

13DEC 13 - 17 Dec 2027Mon to Fri · 5 days

IstanbulTurkey · Classroom

£2,850per delegate2+ people: £2,280 each

Live online, on the same dates

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.

November 2026

16NOV 16 - 20 Nov 2026Mon to Fri · 5 daysNext session

Live onlineVirtual classroom · join from anywhere