Team Academy SaudiTeam Academy SaudiTeam Academy Saudi
0
-13%
Add to Wishlist
Compare

Power BI For Finance Professionals

Power BI for Finance Professionals is a specialized training program designed to help finance teams turn financial data into clear, actionable insights through interactive dashboards. The course focuses on real-world financial reporting challenges, enabling participants to work with data from Excel, ERP systems, and accounting platforms in a structured and efficient way.

This program covers the complete process of financial analytics—from data preparation and modeling to KPI definition and dashboard development. Participants will learn how to build finance-specific reports such as revenue analysis, budget vs actual tracking, profitability insights, and cash flow monitoring. The emphasis is on creating dashboards that are not only accurate but also easy for leadership teams to understand and use for decision-making.

By the end of the course, learners will have hands-on experience in developing financial dashboards, automating reporting processes, and delivering insights that support business performance and strategic planning.

3,200.00 SR 2,800.00 SR

Out of stock
Take Actions:
Enroll Now
Size GuideAsk a Question
    Eligibility criteria

    The training program is designed for professionals who are involved in financial reporting, analysis, and decision-making, and want to enhance their skills using data-driven tools.

    It is suitable for:

    Finance professionals, accountants, and financial analysts responsible for preparing reports and analyzing financial data
    FP&A professionals working on budgeting, forecasting, and performance tracking
    Business analysts and reporting professionals handling financial datasets
    Professionals supporting CFOs and leadership with management reporting
    Excel users looking to upgrade their skills to advanced financial analytics using Power BI
    Individuals interested in building finance dashboards and improving reporting efficiency

    A basic understanding of financial concepts and familiarity with Excel will help participants gain maximum value from the course. Prior experience with Power BI is not required.

    Course feature

    Implementation & Reporting Best Practices :Learn best practices for publishing, sharing, and managing dashboards in real business environments.
    Finance-Focused Learning Approach :The course is specifically designed for finance professionals, covering real scenarios such as budgeting, financial analysis, and performance reporting.
    Hands-On Dashboard Development :Build practical finance dashboards including revenue analysis, budget vs actual reports, profitability insights, and cash flow tracking.
    End-to-End Data Analytics Coverage: Learn the complete process from data preparation and transformation to data modeling, DAX basics, and dashboard creation.
    Financial KPI & Reporting Frameworks :Understand how to define and implement key financial metrics that support business performance and decision-making.
    Data Integration for Finance Systems :Gain experience connecting Excel, ERP data, and financial datasets to create a unified reporting environment.
    Interactive & Executive-Level Dashboard Design: Learn how to design dashboards that are clear, structured, and suitable for CFOs and leadership teams.
    Real-World Financial Use Cases: Work on practical business scenarios including financial performance tracking, variance analysis, and reporting automation.
    Reusable Templates & Practice Assets: Access financial dashboard templates, datasets, and reference materials to support continued learning and implementation.
    Implementation & Reporting Best Practices :Learn best practices for publishing, sharing, and managing dashboards in real business environments.

    Course curriculum - Lesson Plan

    Module 1: Induction Class

    Module 2: Power Query - Shaping your Enterprise Data

    Module 3: Data Modelling & Relationships between entities

    Module 4: Dax Functions

    Module 5: Visualizations I

    Module 6: Visualizations II

    Module 7: Power BI for Finance

    Enroll Now
    FAQ

    This course equips participants with practical skills required to work with financial data using Microsoft Power BI. Learners will understand how to import and transform financial data from Excel and other systems, build structured data models, and create financial KPIs using DAX. In addition, participants will gain hands-on experience in designing dashboards for revenue analysis, budget tracking, profitability insights, and cash flow monitoring. By the end of the course, learners will be able to independently build and manage finance dashboards that support reporting and decision-making.

    The course includes detailed coverage of financial calculations using DAX, focusing on real finance use cases. Participants will learn how to create measures for revenue, expenses, profit margins, and budget vs actual comparisons. The training also explains how to structure KPIs in a way that supports business analysis and reporting. These calculations are applied directly within dashboards, allowing learners to understand both the logic and practical implementation of financial metrics.

    The training includes practical exercises using datasets that simulate real financial scenarios. Participants will work with Excel-based financial data and structured datasets similar to those used in ERP or accounting systems. This approach helps learners understand how to prepare, clean, and model financial data for reporting. By working on realistic examples, participants gain confidence in handling real-world financial data after the course.

    The course places strong emphasis on designing dashboards that are suitable for leadership and decision-makers. Participants will learn how to structure dashboards to present key financial insights clearly, including revenue trends, cost analysis, and performance indicators. The focus is on creating dashboards that are not only visually appealing but also easy to interpret, ensuring that executives can quickly understand financial performance and make informed decisions.

    The course is designed to be accessible to finance professionals without a technical background. Power BI is a low-code tool, and the training focuses on practical usage rather than complex programming. While basic DAX functions are introduced for financial calculations, they are taught in a simple and structured manner. Participants do not need prior coding experience, and the course gradually builds the required technical skills through guided examples and hands-on practice.

    To enroll, visit the course section above and click on “Enroll Now” to complete your registration. Once your enrollment is confirmed, you will receive LMS access along with detailed onboarding information from our administration team. Senior leaders and organizations may also request a demo session or customized training discussion before enrollment. For assistance, contact us via WhatsApp or call +974 7079 7089, or email info@teamacademy.net.

    The training is delivered through live instructor-led sessions, available in both online and classroom formats. Each session includes real-time interaction, guided demonstrations, and hands-on exercises based on financial reporting scenarios. Participants can actively engage with the trainer, ask questions, and work on practical use cases throughout the program. For more details about batch formats and schedules, contact us via WhatsApp or call +974 7079 7089, or email info@teamacademy.net.

    The course is typically designed to be completed within 15 to 20 hours, depending on the selected batch and delivery format. Sessions are available on weekdays and weekends to suit working professionals. The schedule is structured to balance concept learning with practical exercises. To check upcoming batches and timings, contact us via WhatsApp or call +974 7079 7089, or email info@teamacademy.net.

    Participants will receive access to training materials including datasets, practice files, and reference documents used during the sessions. Where applicable, session recordings may also be provided to help participants revisit key concepts and continue practicing after the training. For more details on learning resources, contact us via WhatsApp or call +974 7079 7089, or email info@teamacademy.net.

    Participants who complete the training and required practical exercises will receive a course completion certificate. This certification validates your skills in Power BI for finance and can support your professional profile and career growth. For certification-related queries, contact us via WhatsApp or call +974 7079 7089, or email info@teamacademy.net.

    Sunday,Monday,Tuesday,Wednesday,Thursday,Friday,Saturday
    January,February,March,April,May,June,July,August,September,October,November,December
    Not enough items available. Only [max] left.
    Add to WishlistBrowse WishlistRemove Wishlist
    Shopping cart

    Your cart is empty.

    Return To Shop

    Enable cookies to use the shopping cart
    Add Order Note Edit Order Note
    Estimate Shipping
    Add A Coupon
    Subtotal:
    0.00 SR

    Taxes, shipping and discounts codes calculated at checkout

    View cart

    All charges are billed in SAR. While the content of your cart is currently displayed in , the checkout will use SAR at the most current exchange rate.

    Estimate Shipping

    Add A Coupon

    Coupon code will work on checkout page

    Power BI For Finance Professionals

    3,200.00 SR 2,800.00 SR
    Enroll Now
    Call us
    Mail us
    WhatsApp
    Courses