Power BI for Finance & Administration: Expert Techniques for Data Reporting

Name: Power BI for Finance & Administration: Expert Techniques for Data Reporting
Rating: 4.8 (150 reviews)

Derived from: Packt's Mastering Microsoft Power BI

Home
Our Categories
Data Analytics Training and Data Science Courses
Power BI for Finance & Administration: Expert Techniques for Data Reporting

Download Brochure (PDF) Print PDF

Course Overview

This advanced training course is designed for finance and administration professionals seeking to unlock the full potential of Power BI for financial planning, reporting, compliance, and performance monitoring. Participants will master the art of transforming financial data into actionable insights using expert Power BI techniques — from modeling and DAX measures to dashboard design and regulatory reporting. The course balances strategic objectives with hands-on implementation, tailored specifically to financial governance, budgeting, forecasting, and operational control.

Target Audience:

Finance Managers and Analysts
Accounting and Budgeting Officers
Internal Auditors and Compliance Staff
Administration Professionals overseeing Reporting
CFOs, Controllers, and Financial Directors

Targeted Organizational Departments:

Finance and Budgeting
Accounting and Audit
Administration and Operations
Risk & Compliance
Strategic Planning

Targeted Industries:

Government Finance & Administration
Banking and Financial Services
Healthcare Finance Departments
Energy, Manufacturing & Utility Sectors
NGOs and Public Sector Entities

Course Offerings:

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

Build finance-optimized data models using Power BI
Automate budget tracking, forecasting, and variance analysis
Create interactive dashboards for cash flow, cost centers, and KPIs
Design DAX measures for financial ratios and time-based metrics
Ensure secure role-based reporting for compliance and auditing
Deploy financial BI solutions across teams and departments

Training Methodology:

Real-world Finance Case Studies
Hands-On Power BI Labs customized for budgeting and forecasting
Interactive Team Exercises in cost center design and dashboard logic
Data Governance Simulations using Premium and SharePoint integrations
Review Sessions focused on reflection and practical troubleshooting

Course Toolbox:

Pre-built Budgeting & Cost Tracking Templates
Sample DAX Code Library for Financial Metrics
SharePoint Integration Guide for Admin Reporting
Financial Visual Pack (Cash Flow, P&L, Forecasting)
Power BI Report Server Setup Guide for Compliance

Course Agenda:

Day 1: Power BI for Financial Planning and Control

Topic 1: Introduction to Power BI for Finance and Administration
Topic 2: Understanding Deployment Modes for Secure Financial Data Sharing
Topic 3: Building a Financial Project Scope and Data Requirements
Topic 4: Sample Budgeting Dashboard Walkthrough
Topic 5: Mapping Department Roles in BI Projects (Finance vs. Admin)
Topic 6: License Management and Compliance Considerations
Reflection & Review: Evaluating Power BI Fit in Financial Governance

Day 2: Financial Data Modeling and Transformation

Topic 1: Structuring Queries for Financial Datasets (Import vs. DirectQuery)
Topic 2: Connecting to ERP Systems, Excel, and Financial Databases
Topic 3: M Queries for Expense Transformation and Ledger Formatting
Topic 4: Defining Parameters for Budget Scenarios and Forecasts
Topic 5: Creating Dimensional Models: Accounts, Periods, Departments
Topic 6: Creating Fact Tables for Transactions, Costs, Revenues
Reflection & Review: Best Practices in Financial Data Modeling

Day 3: Advanced Financial Metrics with DAX

Topic 1: Building DAX Measures for KPIs (Net Profit, ROI, OPEX, etc.)
Topic 2: Time Intelligence Functions (YTD, MTD, Forecast Variance)
Topic 3: Role-Based Access for Financial Report Security
Topic 4: Designing CFO Dashboards and Cost Center Reports
Topic 5: Financial Visuals: Cash Flow Maps, Variance Tables, Forecast Charts
Topic 6: Report Planning and Layout for Executive Teams
Reflection & Review: Financial DAX Patterns and Governance Insights

Day 4: Dashboards, Budgeting Tools & Forecasting Techniques

Topic 1: Drillthrough Reports for Cost Centers and Vendors
Topic 2: Forecasting and What-If Analysis for Budget Planning
Topic 3: Custom Visuals for Financial Control and Audit Visualization
Topic 4: Building Multi-Year Budget Dashboards
Topic 5: Report Server Setup for Financial Data Retention
Topic 6: Administrative Performance Dashboards (HR, Assets, Procurement)
Reflection & Review: Ensuring Forecast Accuracy and Reporting Clarity

Day 5: Data Governance, Compliance & Finance Team Enablement

Topic 1: Workspace Roles for Finance and Administration Teams
Topic 2: Version Control and Change Management for Reports
Topic 3: Regulatory Compliance Dashboards (e.g., IFRS, VAT, ESG)
Topic 4: Sharing Financial Insights Securely (SharePoint, Excel Integration)
Topic 5: Using Power BI Premium for Governance and Scalability
Topic 6: Large Dataset Strategies for Annual Budget Files
Reflection & Review: Scaling Finance Reporting While Maintaining Governance

How This Course is Different from Other Power BI Expert techniques for effective data analytics and business intelligence Courses:

It’s laser-focused on the finance and administration environment, merging BI expertise with financial governance, audit readiness, and business control. You’ll master tools finance teams truly use, like budget variance visuals, ledger-based modeling, DAX for forecasting, and secure data workflows. It’s a complete transformation toolkit for your finance department — from spreadsheets to strategic BI insights.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center