Power BI Financial Reporting & Financial Analysis: A to Z

Power BI is transforming how organizations approach financial reporting and analysis. With its ability to connect data from multiple sources, create dynamic dashboards, and visualize trends in real time, it’s quickly becoming a must-have tool for finance professionals - not just data teams.

This session is designed to help non-technical professionals get started with Power BI and use it for what matters most: understanding financial performance and communicating insights clearly. We’ll begin with the basics - what Power BI is, how it works, and why it’s useful for financial reporting. Then we’ll dive into practical applications.

Participants will learn how to build simple, effective dashboards that track revenue, expenses, KPIs, and budget vs actuals. We’ll explore how to use filters, slicers, and visuals to drill into the numbers and uncover what’s driving performance. You’ll also learn how to connect Power BI to Excel, CSVs, and other common data sources - no IT support required.

The session will also cover how to use Power BI for financial storytelling. It’s not just about charts - it’s about helping your audience understand what the numbers mean and what to do next. We’ll share tips for designing reports that are clear, focused, and decision-ready.

By the end of the course, you’ll be able to build and share Power BI reports that help your team make smarter, faster decisions - and you’ll feel confident using the tool in your day-to-day work.

Why should you Attend:
Managers and analysts are under constant pressure to explain financial results, justify decisions, and spot trends before they become problems. But when data is buried in spreadsheets or scattered across systems, it’s hard to see the full picture - let alone communicate it clearly.

Power BI offers a better way. But here’s the catch: many professionals don’t know where to start. They assume it’s too technical, too time-consuming, or too advanced for their role. That’s where this course comes in.

This session is designed to take the mystery out of Power BI and show you how to use it for what matters most: understanding your numbers and telling a clear financial story. You’ll learn how to connect data, build simple dashboards, and create reports that highlight what’s working, what’s not, and what to do next.

We’ll walk through real-world examples of financial reporting and analysis - from revenue trends and expense breakdowns to budget vs actuals and KPI tracking. You’ll see how to use Power BI to spot risks, uncover opportunities, and support better decisions across your team or organization.

Whether you’re managing a department, supporting compliance, or presenting to leadership, this course will help you turn data into action. You’ll leave with the confidence to use Power BI as a practical tool - not just a buzzword - and the skills to build reports that actually get read.

Areas Covered in the Session:

• What Power BI is and how it supports financial reporting
• Connecting Power BI to Excel, CSV, and other data sources
• Building dashboards to track revenue, expenses, and KPIs
• Visualizing budget vs actuals and financial trends
• Using filters, slicers, and drill-downs to explore data
• Identifying performance drivers and red flags
• Designing reports that communicate clearly and drive action
• Best practices for sharing dashboards with stakeholders
• Avoiding common mistakes in Power BI reporting
• Tips for saving time and simplifying your reporting workflow

• Finance Managers
• Compliance and Risk Analysts
• Department Heads and Budget Owners
• Operations and Strategy Professionals
• Anyone Responsible for Reporting or Explaining Financial Performance