Seminar content

What you will learn

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

Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 12 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Power BI for Finance Professionals.

Seminar details

Detailed outline

Day 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

Day 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

Day 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

Day 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

Day 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

Dates and locations

Available seminar dates

8 dates
Date City Duration Price
11 - 15 May 2026 5 Days €2,850.- Book now
8 - 12 June 2026 5 Days €4,250.- Book now
6 - 10 July 2026 5 Days €3,450.- Book now
10 - 14 August 2026 5 Days €4,250.- Book now
14 - 18 September 2026 5 Days €4,200.- Book now
5 - 9 October 2026 5 Days €2,850.- Book now
16 - 20 November 2026 5 Days €4,250.- Book now
7 - 11 December 2026 5 Days €3,850.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Power BI for Finance Professionals.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

Course participant

The structure of Power BI for Finance Professionals made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance
Seminar attendee

The venue and date options made planning the right session straightforward.

Seminar attendee
Istanbul - Turkey
Learning manager

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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