Finance & Accounting · PPL

Power BI for Finance Certification

A practical program designed to develop Power BI skills for financial analysis, interactive dashboards, reporting, forecasting, and data-driven business decision-making.

  • ⏱3 DaysDuration
  • ◈PPLAccredited
  • ◐3 LanguagesArabic · English · Hindi
  • ◆₹6,999.00 Per delegate

This course is accredited by PPL

This is for all ppl accredited courses
2M+ Delegates trained worldwide
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— The journey

Course Outline

What the programme covers, module by module.

Module 1: Introduction to Power BI for Finance

  • Power BI overview
  • Finance applications
  • Power BI ecosystem
  • Business intelligence concepts
  • Financial analytics
  • Reporting workflow

Module 2: Power BI Interface

  • Power BI Desktop
  • Report view
  • Data view
  • Model view
  • Navigation
  • Report development workflow

Module 3: Importing Financial Data

  • Excel data
  • CSV files
  • Database connections
  • Financial datasets
  • Data sources
  • Data refresh concepts

Module 4: Power Query Fundamentals

  • Power Query Editor
  • Data transformation
  • Data cleaning
  • Column operations
  • Data types
  • Query management

Module 5: Cleaning Financial Data

  • Missing values
  • Duplicate records
  • Data formatting
  • Error handling
  • Financial data validation
  • Data quality checks

Module 6: Financial Data Modelling

  • Data models
  • Relationships
  • Fact tables
  • Dimension tables
  • Star schema
  • Finance model design

Module 7: Introduction to DAX

  • DAX fundamentals
  • Measures
  • Calculated columns
  • Aggregations
  • Financial calculations
  • DAX syntax

Module 8: DAX for Financial Analysis

  • SUM
  • CALCULATE
  • DIVIDE
  • FILTER
  • Conditional calculations
  • Financial measures

Module 9: Time Intelligence with DAX

  • Year-to-date
  • Month-to-date
  • Quarter-to-date
  • Previous period
  • Year-over-year analysis
  • Period comparisons

Module 10: Financial Statement Dashboards

  • Income statement
  • Balance sheet
  • Cash flow statement
  • Financial metrics
  • Report layouts
  • Interactive analysis

Module 11: Budget vs Actual Analysis

  • Budget data
  • Actual performance
  • Variance calculations
  • Variance percentages
  • Performance indicators
  • Management insights

Module 12: Revenue Analysis

  • Revenue trends
  • Product revenue
  • Customer revenue
  • Regional analysis
  • Growth analysis
  • Revenue dashboards

Module 13: Cost & Expense Analysis

  • Cost categories
  • Expense trends
  • Department analysis
  • Cost variance
  • Expense monitoring
  • Cost dashboards

Module 14: Profitability Analysis

  • Gross profit
  • Operating profit
  • Net profit
  • Profit margins
  • Product profitability
  • Customer profitability

Module 15: Cash Flow Analysis

  • Cash inflows
  • Cash outflows
  • Operating cash flow
  • Cash trends
  • Liquidity monitoring
  • Cash flow dashboards

Module 16: Financial KPI Dashboards

  • Revenue KPIs
  • Profitability KPIs
  • Liquidity KPIs
  • Efficiency KPIs
  • KPI cards
  • Performance tracking

Module 17: Forecasting & Trend Analysis

  • Historical trends
  • Financial forecasting
  • Growth patterns
  • Trend lines
  • Scenario insights
  • Forecast visualization

Module 18: Interactive Financial Reports

  • Slicers
  • Filters
  • Drill-down
  • Drill-through
  • Tooltips
  • Report navigation

Module 19: Dashboard Design & Visualization

  • Finance dashboard layouts
  • Chart selection
  • Conditional formatting
  • Executive visuals
  • Data storytelling
  • User experience

Module 20: AI Features in Power BI

  • AI-assisted insights
  • Smart narratives
  • Key influencers
  • Anomaly detection
  • Automated insights
  • Responsible AI usage

Module 21: Publishing & Sharing Reports

  • Power BI Service
  • Publishing reports
  • Workspaces
  • Dashboards
  • Data refresh
  • Report sharing concepts

Module 22: Practical Finance Dashboard Project

  • Financial data preparation
  • Data modelling
  • DAX measures
  • Budget variance analysis
  • KPI dashboard creation
  • Executive finance report
— 01.2 · Is it right for you?

Who it's for & what's included

Pick a delivery method to see exactly who it suits and everything you receive.

Who it's for

Classroom

Best for learners who want face-to-face tuition and to network with peers in person.

What's included

Everything you get

  • ✓ Live instructor on-site
  • ✓ Printed workbook & materials
  • ✓ Group exercises & case studies
Who it's for

Online Instructor-Led

Best for learners who want a live instructor and a fixed schedule, without the travel.

What's included

Everything you get

  • ✓ Live instructor via video call
  • ✓ Digital workbook & resources
  • ✓ Session recordings
Who it's for

Self-Paced

Best for self-motivated learners who need maximum flexibility around work and life.

What's included

Everything you get

  • ✓ On-demand video lessons
  • ✓ Interactive quizzes
  • ✓ 24/7 access on any device
— What you will master

Course Objectives

01

Understand Power BI and its applications in finance and accounting.

02

Understand Power BI and its applications in finance and accounting.

03

Build structured financial data models for effective reporting.

04

Create DAX measures for financial calculations and time-based analysis.

05

Develop financial statement, budget, profitability, and cash flow dashboards.

06

Analyze budget-versus-actual performance and financial variances.

07

Create interactive financial reports and executive KPI dashboards.

08

Apply Power BI tools to support data-driven financial decision-making.

— Questions answered

Frequently Asked Questions

What is Power BI for Finance?
Power BI for Finance focuses on using Power BI to analyze financial data, create interactive dashboards, monitor KPIs, and produce management reports.
Who should attend this course?
The course is suitable for accountants, financial analysts, FP&A professionals, finance managers, finance executives, and working professionals involved in financial reporting.
Do I need previous Power BI experience?
No. The program starts with Power BI fundamentals before progressing to Power Query, data modelling, DAX, financial analysis, and dashboard development.
Which finance topics are covered?
The course covers financial statements, budget-versus-actual analysis, revenue, expenses, profitability, cash flow, forecasting, financial KPIs, and management reporting.
What practical skills will I develop?
You will develop skills in Power Query, financial data modelling, DAX, financial analysis, KPI tracking, interactive reporting, dashboard development, and financial data visualization.
— Trusted by learners

What our delegates say

★★★★★

"The structure, the practice exams, the instructor — all top tier. Passed first try."

AS
Aarti SharmaSenior Project Manager · TCS
★★★★★

"Best training I have attended. The content is exactly what modern projects need."

JD
James DonovanProgramme Director · Capgemini
★★★★★

"24/7 support actually means 24/7 — got help on my mock exam at 2am. Worth every dollar."

MO
Maya OkaforPMO Lead · Standard Bank

★ 4.8 / 5 from 12,000+ verified learner reviews on Trustpilot & Google.

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