An Intensive 5-day Training Course
Power BI for Finance Professionals
Take Financial Analysis and Reporting to the Next Level with Power BI
Course Introduction
This Oxford Management Centre Power BI for Finance Professionals training course will highlight the potential benefits of Microsoft’s powerful tool for data analysis, visualisation, reporting, and producing dashboards. In today’s dynamic world of rapid change and disruption, the ability to effectively analyse data and present actionable insights is vital for driving informed decision-making and maintaining a competitive advantage. Power BI empowers finance professionals to harness the power of data analysis, visualisation, and reporting to transform raw data into meaningful insights and dynamic interactive dashboards.
This training course will explore how Power BI enables finance professionals to unlock the full potential of their financial data. From financial reporting and budgeting to forecasting and trend analysis, Power BI offers a comprehensive suite of features and functionalities tailored to the unique needs of finance departments. By taking advantage of its intuitive interface, robust data modeling capabilities, and interactive visualizations, finance professionals can streamline their workflow, automate repetitive tasks, and gain deeper insights into key financial metrics and alignment of resources with strategic objectives.
This Oxford Management Centre training course will feature:
- Getting started with MS Power BI
- Key advantages over MS Excel
- Getting the best out of Power BI
- Using Power BI in business performance management
- Designing data visualisations and effective presentations
- Building and implementing interactive dashboards
Objectives
By the end of this Power BI for Finance Professionals training course, participants will have developed a set of practical skills and techniques that will enable them to:
- Use Power BI to analyse business data
- Generate informative financial presentations
- Use Power BI’s powerful data analysis tools
- Design data visualisations with impact
- Create bespoke interactive performance dashboards
- Share meaningful business insights
Training Methodology
This Power BI for Finance Professionals training course is highly practical and interactive, involving hands-on exercises to master the tools and techniques to produce effective presentations and dashboards. The training course will allow delegates work on Power BI Desktop to try and perfect the various functions and tools.
Organisational Impact
Implementing Power BI within the finance team can have a significant organisational impact, bringing about several benefits and changes across various aspects of the organisation:
Improved the organisation will gain from:
- Improved decision-making
- Higher efficiency and productivity
- Increased transparency and accountability
- Better collaboration and communication
- Enhanced strategic and performance management
Personal Impact
This Power BI for Finance Professionals training course will personally benefit delegates by providing :
- An introduction to and working knowledge of Power BI
- Practical skills in data analysis and modelling in Power BI
- Increased effectiveness in communicating with decision-makers
- Principles of best design for data visualisations
- Tools and techniques for building interactive dashboards
Who Should Attend?
This Power BI for Finance Professionals training course is suitable for a wide range of professionals but will greatly benefit:
- Accountants and Finance Professionals
- Management Accountants
- Finance Business Partners
- Strategic Planning and Budgeting Team Members
- Government Finance Function Members
- Business and Investment Analysts
Course Outline
Day One
Getting Started with Power BI
- Power BI Service and Power BI desktop
- The basic elements of Power BI
- Key steps in producing a Power BI presentation
- How to acquire, clean, and transform data in Power BI
- Introducing the DAX modelling language
- The advantages of Power BI over Excel
Day Two
Getting The Best Out of Power BI
- Understanding the star schema system
- Optimising models with fact and dimension tables
- Understanding cardinality in Power BI
- Using power BI standard visuals
- Data analysis and modelling functions
- Drill, filter, and sort tools
- Layout and formatting tools
Day Three
Principles of Business Performance Management (BPM)
- Fundamentals of strategic and tactical planning
- Principles of business value
- Understanding business models
- Business Analytics (BA) and Business Intelligence (BI)
- Measuring and managing organisational performance
- A framework for Business Performance Management (BPM)
- Using Power BI to improve BA and BPM
Day Four
Data Visualisation and Effective Report Design
- Key elements of effective Power BI financial reports
- Avoiding common mistakes in financial reporting
- Integrating financial metrics and non-financial KPIs
- Transforming data into information and insights
- Creating compelling data visualisations
- Merging form and function for great Power BI reports
Day Five
Implementing Power BI Dashboards in Effective BPM
- Defining performance dashboards
- Strategic, tactical, and operational dashboards
- Using Power BI dashboards as "agents for change"
- The key dashboard applications
- Steps in developing effective Power BI dashboards
- Building interactive dashboards in Power BI
Certificate
Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: [email protected]
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]
Note: Discounts are not applicable with any other special offer that may be available.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to [email protected]
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email [email protected] or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
