Power BI for Finance Professionals
Board-ready Power BI dashboards and forecasting models, built directly from the ledger.
Outliers Academy · Rafiu Olawuyi FCA
Duration
4 weeks · 5 modules
Intended audience
Finance and data teams
Delivery options
Facilitator-led cohort · Corporate & in-house
Availability
Register interest — scheduling confirmed on enquiry
Scheduling is confirmed on enquiry. Register interest for priority access and confirmed scheduling.
Date being finalised · Indicative investment — confirmed on enquiry · Accreditation pending confirmation
Next intake
Date being finalised
Investment
Indicative investment — confirmed on enquiry
CPD
Accreditation pending confirmation
Attending on your own account? Apply as an individual. Arranging it for a team? Request a corporate proposal. Unsure which programme fits? Take the two-minute diagnostic.
Course overview
Board-ready Power BI dashboards and forecasting models, built directly from the ledger.
- Intended audience
- Finance and data teams
- Duration & delivery format
- 4 weeks · 5 modules · Facilitator-led cohort · Corporate & in-house
Learning outcomes
- Explain Power BI's architecture (Desktop, Service, Gateway) and where each fits in a finance reporting workflow.
- Apply dashboard design principles suited to a financial, board-facing audience.
- Distinguish calculated columns from measures, and know when each is the right tool.
- Distinguish trend-based from driver-based forecasting, and know which belongs in Power BI versus Excel.
- Publish a report from Desktop to the correct workspace in the Power BI Service.
Course outline
5 modules, with a short description of what each one covers. The expanded outline below adds fuller module detail, the practical skills each module builds, sample activities and key takeaways.
- 01
Power BI Fundamentals for Finance
Data import, modelling and the Power BI environment.
- 02
Building Financial Dashboards
Designing board-ready visualisations from ledger data.
- 03
DAX for Financial Analysis
Writing formulas for financial calculations and KPIs.
- 04
Forecasting Models in Power BI
Building simple forecasting and scenario models.
- 05
Publishing & Sharing Dashboards
Distribution, refresh schedules and access control.
View expanded outline
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Before you enrol
Accreditation is pending confirmation. We do not claim CPD accreditation or publish CPD hours for any programme until the position is confirmed in writing with the relevant professional body. Where a programme's position is confirmed, it is stated on that programme page.