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.
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.