Power BI for
Finance Course

Ready to automate your monthly close and report valued commercial insights?
Implement Power BI within hours to shorten your monthly close, draw deeper conclusions and generate self-serve actionable insights.
Hosted By Dan Stockdale

Power BI Trainer and financial Modeler for the London Business School

Play Video about Simplify your financial reporting with power bi

Power BI Course Overview

Power BI drives a flywheel. It can free up time to reinvest in productivity initiatives and more automation, in turn creating more time for higher valued tasks, whilst also improving the quality of work and level of powerful commercial insights.

A small time investment to embed Power BI into your month-end reporting will save you significant time in perpetuity by automating manual processes, reducing errors and removing unnecessary elements of business partnering. The time saved can be redeployed to adopt Power BI into higher valued tasks, such as big data and business intelligence.

Learning Outcomes

Upon completing this course, you will be equipped to automate numerous recurring monthly close activities, improve data integrity, and deliver more comprehensive reporting and actionable insights. These enhancements will be accessible to the broader business on a self-serve basis.

Course testimonial

Pieria Protopapa
Pieria Protopapa
FP&A and Business Partner
Read More
A Game-Changing PowerBI Training Experience! This course was by far the best powerbi training I attended. Its concise yet comprehensive structure, tailored specifically to finance reporting. The return on investment, in terms of time and knowledge gained, far exceeded my expectations. I wholeheartedly recommend this course to anyone seeking to get introduced to PowerBI and understand its potential in data visualisation and analysis. As a beginner, it was an exceptional experience that equipped me with indispensable skills and knowledge that transformed my role.
Mohammad Saber Naeemi
Mohammad Saber Naeemi
Finance Manager at Islamic Relief Worldwide
Read More
Liked the course overall, comprehensive and insightful. Provided sufficient material for practice and the prep videos were really helpful in understanding the different areas of Power BI application.
Zoe Allen
Zoe Allen
CMO, MELT Marketing
Read More
Taking the online Power BI course with GrowCFO was an absolute game-changer for me! As someone who had never used the software before, I was initially hesitant about my ability to grasp its concepts. However, the course was well-structured and combined self-directed at-home learning with live training. Dan is incredibly knowledgeable and patient, breaking down complex topics into easily digestible lessons. I highly recommend this course to anyone looking to enhance their data visualisation skills and unlock the full potential of Power BI.
Idiris Shariif
International Accounts Manger at Islamic Relief Worldwide
Read More
I found the course very useful.
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Need to change the currency? Select your location:
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Choose Your Learning Style: On-Demand vs Boot Camp

The Power BI for Finance Course is delivered in two dynamic formats to suit your learning style:

Power BI:
On-Demand

Power BI: On-Demand

Power BI: On-Demand is a video-based format, allowing you to learn at your own pace anytime, anywhere.

The purchase grants 12 months of access to the course, allowing ample time to refer back to the course and solidify learning.

Once you have purchased the course, you’ll be given a code where you’ll then be able to register and sign into the course in your study room.

Power BI:
Boot Camp

Team Package available

Power BI for Finance is also delivered in a boot camp format that combines two engaging half-day workshops with self-paced video-based learning, offering a comprehensive and immersive experience.

Please note that this course has 3-4 hours of self-led video on-demand learning to complete before Day 1 and 1-2 hours before Day 2.

Who the Power BI course is for

Power BI: The In-Demand Skill for Finance Pros

Power BI is rapidly becoming one of the most sought after skills in finance. Modern-day teams are fed up with tedious manual processes and error prone static reports that add little value to the wider business. Leading finance professionals have already moved on from these traditional methods and are embracing the new wave of technologies to help optimize key processes such as month-end reporting.

The Problem with Month-End Reporting for Finance

WASTED TIME

ERROR PRONE

POOR INSIGHTS

How Month-End Reporting Could Be:

AUTOMATED REPORTS

DATA INTEGRITY

ADD
VALUE

Why is Power BI the Solution?

Power BI is a relatively cheap and easy to implement new technology that is transforming the month-end reporting process throughout all-sized companies across the planet. It allows finance functions to automate many of the recurring monthly close activities, enhance data integrity, and provide deeper reporting plus actionable insights that can be consumed by the wider business on a self-serve basis.

After completing this course, you will be able to:

Finance Professionals: This course is designed for finance professionals, including financial analysts, accountants, and financial planners. By learning Power BI, these professionals can enhance their data analysis capabilities, automate reporting processes, and create insightful visualizations to effectively communicate financial information. Power BI empowers finance professionals to uncover hidden trends, monitor key performance indicators, and make data-driven decisions to drive financial success.

Finance Leaders: Finance leaders, such as CFOs (Chief Financial Officers), finance managers, and finance directors, need to have a strategic understanding of financial data and its implications for the organization. The Power BI course equips finance leaders with the knowledge and skills to access real-time financial insights, track financial performance, and gain a holistic view of the company's financial health. By leveraging Power BI, finance leaders can make informed strategic decisions, optimize financial operations, and drive profitability.

Data Analysts: While not traditionally within the finance realm, data analysts play a crucial role in translating raw data into meaningful insights. Power BI offers powerful data manipulation and visualization capabilities that enable data analysts to analyze financial data, identify patterns, and generate valuable insights. By completing the Power BI course, data analysts with a focus on finance can expand their skill set and become proficient in using Power BI to extract actionable intelligence from large financial datasets.

Need to change the currency? Select your location:
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Ready to Automate Your Financial Reporting?
Choose Your Learning Style

Power BI:
On-Demand

Power BI: On-Demand

Power BI: On-Demand is a video-based format, allowing you to learn at your own pace anytime, anywhere.

The purchase grants 12 months of access to the course, allowing ample time to refer back to the course and solidify learning.

Once you have purchased the course, you’ll be given a code where you’ll then be able to register and sign into the course in your study room.

Power BI:
Boot Camp

Power BI: Boot Camp

The next available boot camp is scheduled to start on 9th February 2024.

Power BI for Finance is also delivered in a boot camp format that combines two engaging half-day workshops with self-paced video-based learning, offering a comprehensive and immersive experience.

Please note that this course has 3-4 hours of self-led video on-demand learning to complete before Day 1 and 1-2 hours before Day 2.

The Skills You’ll Learn on the Power BI Course

Connecting Data in Power BI

Gain an understanding of Power BI’s array of connectivity options to build a business intelligence solution that unifies data from across your entire organization.

Transforming Data in Power Query

Transform raw, messy data into clean datasets that are ready for reporting by efficiently and effectively collecting, filtering and shaping your data.

Building Data Models

Learn how to design a robust data model and construct hierarchies capable of supporting meaningful analytical queries for interpreting data trends and commercial insights.

Creating Calculations with DAX

Discover how to use the Data Analysis Expressions (DAX) language to create powerful calculations, and measure values within your data models.

Implementing Data Visualization

Create sophisticated visuals for your dashboards that effectively communicate performance and insights to optimize your dynamic reporting dashboards.

Creating Relevant Measures

Discover the fundamentals of creating relevant measures in Power BI to build models that are reliable, flexible and meaningful to your end users.

Updating Data Models

Gain an understanding of the most effective approaches for maintaining data updates, including automation, refresh scheduling and data loading.

Generating Powerful Insights

Unlock the power of data and present compelling personalized dashboards that illustrate performance, showcase insights, and drive informed decision-making.

Course testimonial

Pieria Protopapa
Pieria Protopapa
FP&A and Business Partner
Read More
A Game-Changing PowerBI Training Experience! This course was by far the best powerbi training I attended. Its concise yet comprehensive structure, tailored specifically to finance reporting. The return on investment, in terms of time and knowledge gained, far exceeded my expectations. I wholeheartedly recommend this course to anyone seeking to get introduced to PowerBI and understand its potential in data visualisation and analysis. As a beginner, it was an exceptional experience that equipped me with indispensable skills and knowledge that transformed my role.
Mohammad Saber Naeemi
Mohammad Saber Naeemi
Finance Manager at Islamic Relief Worldwide
Read More
Liked the course overall, comprehensive and insightful. Provided sufficient material for practice and the prep videos were really helpful in understanding the different areas of Power BI application.
Zoe Allen
Zoe Allen
CMO, MELT Marketing
Read More
Taking the online Power BI course with GrowCFO was an absolute game-changer for me! As someone who had never used the software before, I was initially hesitant about my ability to grasp its concepts. However, the course was well-structured and combined self-directed at-home learning with live training. Dan is incredibly knowledgeable and patient, breaking down complex topics into easily digestible lessons. I highly recommend this course to anyone looking to enhance their data visualisation skills and unlock the full potential of Power BI.
Idiris Shariif
International Accounts Manager at Islamic Relief Worldwide
Read More
I found the course very useful.
Previous
Next

Boot Camp Course Structure & Timetable

VIDEOS: SELF-STUDY 1 (3.5 hours)

LIVE WORKSHOP 1 (3.5 hours)

VIDEOS: SELF-STUDY 2 (1.5 hours)

LIVE WORKSHOP 2 (3.5 hours)

Your Power BI Boot Camp Facilitator

Dan Stockdale
Lead Facilitator
UK, Europe and US

 

Dan is a Power BI Online Trainer who also works as a Financial Modeler for London Business School. He is an ex-PwC consultant specializing in strategic, operational and financial modeling.

He has delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.

He is a CIMA qualified and currently trains finance professionals across the globe through a number of market leading financial training institutions.

Download the Power BI for Finance Course Brochure