FINANCIAL MODELLING WITH POWER BI TRAINING COURSE

Course Introduction

Financial Modelling with Power BI Training Course is a comprehensive and practical programme designed to equip finance professionals, accountants, financial analysts, FP&A specialists, management accountants, investment professionals, treasury officers, business analysts, financial controllers, and executives with advanced skills in Power BI financial modelling, financial data analytics, budgeting, forecasting, financial reporting, business intelligence, and management decision-making. The course combines financial modelling principles with Microsoft Power BI to enable participants to transform complex financial datasets into interactive financial models, dashboards, forecasts, performance reports, and decision-support tools. Participants will learn how to connect multiple financial data sources, clean and transform financial data, establish relationships, develop financial measures, and create dynamic financial reports for corporate finance and strategic planning.
The programme provides practical coverage of Power Query, data modelling, DAX, financial KPIs, financial statements, revenue forecasting, cost analysis, profitability analysis, working capital, cash flow, budgeting, variance analysis, financial ratios, and management reporting. Participants will learn how to build robust Power BI data models and use DAX calculations to analyse actuals, budgets, forecasts, prior periods, growth rates, margins, variances, and financial performance. The course emphasizes data quality, financial model accuracy, automation, interactive reporting, drill-down analysis, dashboard design, and effective visualization of financial information.
Participants will develop practical capabilities in building Power BI financial dashboards for budgeting, forecasting, investment analysis, business valuation, cash flow management, profitability analysis, financial performance management, and executive reporting. The training incorporates scenario analysis, sensitivity analysis, variance analysis, trend analysis, financial forecasting, KPI monitoring, and what-if analysis. Relevant general case studies will demonstrate how Power BI can be applied to analyse income statements, balance sheets, cash flows, revenue, expenses, working capital, profitability, budgets, and financial performance across departments, products, branches, projects, and business units.
By the end of the training, participants will be able to design, build, validate, analyse, and present professional Power BI financial models and interactive dashboards that support evidence-based financial and strategic decisions. The programme is suitable for corporations, banks, investment firms, government institutions, NGOs, development organizations, manufacturing companies, accounting practices, fintech businesses, and other organizations seeking advanced financial analytics and business intelligence capabilities. The course can be customized according to participants' Power BI experience, financial modelling skills, industry requirements, organizational reporting structure, and strategic objectives.

Course Objectives

1. Understand the principles and applications of Power BI financial modelling and business intelligence.
2. Connect, import, clean, transform, and integrate financial data from multiple sources.
3. Develop structured Power BI data models for financial analysis and reporting.
4. Apply DAX functions and measures to perform advanced financial calculations.
5. Build financial dashboards covering revenue, costs, profitability, cash flow, budgets, and financial KPIs.
6. Develop financial forecasting, trend analysis, scenario analysis, and variance analysis models.
7. Analyse actual-versus-budget, actual-versus-forecast, and period-on-period financial performance.
8. Automate financial reporting and improve management access to real-time financial information.
9. Design interactive financial dashboards for executives, finance teams, boards, investors, and managers.
10. Apply Power BI financial modelling to corporate finance, budgeting, forecasting, performance management, and strategic decision-making.

Organization Benefits

1. Improves financial reporting accuracy and efficiency.
2. Strengthens financial planning, budgeting, and forecasting capabilities.
3. Reduces manual spreadsheet-based financial reporting.
4. Enables interactive and automated financial dashboards.
5. Improves visibility of financial performance across departments and business units.
6. Strengthens variance, trend, and profitability analysis.
7. Enables faster management decision-making through data-driven insights.
8. Improves financial data integration and reporting consistency.
9. Enhances finance teams' Power BI, DAX, data modelling, and analytics capabilities.
10. Supports digital finance transformation and advanced business intelligence.

Target Participants

The course is designed for Chief Financial Officers (CFOs), Finance Directors, Finance Managers, Financial Controllers, Accountants, Management Accountants, Financial Analysts, FP&A Professionals, Investment Analysts, Treasury Managers, Corporate Finance Professionals, Business Analysts, Data Analysts, Auditors, Consultants, Project Finance Professionals, and executives responsible for budgeting, forecasting, financial reporting, performance analysis, management reporting, and strategic decision-making.

Course Outline

Module 1: Power BI Foundations for Financial Modelling

1. Introduction to Power BI, financial modelling concepts, business intelligence, and financial analytics.
2. Power BI Desktop interface, workspaces, reports, dashboards, data sources, and financial reporting architecture.
3. Connecting Power BI to Excel, CSV, databases, ERP systems, cloud platforms, and other financial data sources.
4. Data profiling, cleansing, transformation, standardization, and preparation using Power Query.
5. Financial data structures, chart of accounts, dimensions, measures, hierarchies, and reporting requirements.
6. General Case Study: Connecting Power BI to a company's accounting and budgeting datasets and preparing financial data for an interactive management reporting model.

Module 2: Financial Data Modelling and DAX

1. Building financial data models, tables, relationships, keys, dimensions, fact tables, and star-schema structures.
2. Introduction to DAX and creating calculated columns, measures, calculated tables, and financial metrics.
3. DAX aggregation, logical, filtering, date intelligence, statistical, and financial functions.
4. Developing financial measures for revenue, expenses, gross profit, EBITDA, net profit, assets, liabilities, and cash flow.
5. Time intelligence calculations including month-to-date, quarter-to-date, year-to-date, prior year, growth, and rolling periods.
6. General Case Study: Building a Power BI financial data model and DAX measures to analyse revenue, expenses, gross margins, EBITDA, cash flow, and year-on-year performance.

Module 3: Power BI Budgeting, Forecasting and Variance Analysis

1. Developing Power BI models for annual budgets, rolling forecasts, financial plans, and management targets.
2. Actual-versus-budget analysis using DAX measures, variance calculations, percentage variance, and performance indicators.
3. Actual-versus-forecast analysis, trend analysis, growth rates, and financial performance monitoring.
4. Revenue forecasting, expense forecasting, profitability forecasting, and cash flow forecasting.
5. Scenario analysis, what-if parameters, sensitivity analysis, and financial planning assumptions.
6. General Case Study: Developing a Power BI budgeting and forecasting dashboard to identify budget variances, revenue trends, cost overruns, profitability changes, and cash flow risks.

Module 4: Advanced Financial Performance Modelling

1. Profitability analysis by product, customer, branch, department, project, region, and business unit.
2. Working capital analysis covering receivables, inventory, payables, cash conversion cycle, and liquidity.
3. Financial ratio analysis covering liquidity, profitability, efficiency, leverage, solvency, and return ratios.
4. Cash flow analysis, operating cash flow, investing cash flow, financing cash flow, and liquidity indicators.
5. Financial KPI development, performance scorecards, management metrics, targets, thresholds, and exception reporting.
6. General Case Study: Building a multi-dimensional financial performance model to compare profitability, working capital, liquidity, and KPIs across business units and product categories.

Module 5: Interactive Financial Dashboards and Management Reporting

1. Designing professional executive dashboards for CFOs, finance directors, senior management, and boards.
2. Developing interactive charts, tables, cards, KPI indicators, slicers, filters, drill-throughs, and financial visualizations.
3. Creating income statement, balance sheet, cash flow, budget, profitability, and financial KPI dashboards.
4. Implementing drill-down, drill-through, bookmarks, tooltips, dynamic titles, and interactive financial analysis.
5. Financial storytelling, dashboard usability, visualization principles, report navigation, and executive presentation.
6. General Case Study: Designing an executive Power BI finance dashboard showing revenue, EBITDA, net profit, cash flow, working capital, budget variance, and financial KPIs.

Module 6: Advanced Power BI Financial Analytics, Automation and Governance

1. Power BI service, report publishing, scheduled data refresh, workspaces, apps, and financial reporting automation.
2. Row-level security, access controls, data governance, confidentiality, and financial information management.
3. Advanced DAX optimization, model performance, query performance, and dashboard optimization.
4. Automated management reporting, recurring financial analysis, financial alerts, and decision-support reporting.
5. Financial model validation, data quality controls, reconciliation, error detection, documentation, and governance.
6. General Case Study: Implementing an automated Power BI corporate finance reporting environment with scheduled refresh, role-based access, financial controls, executive dashboards, and automated management reporting.

General Information

1. Customized Training: All our courses can be tailored to meet the specific needs of participants.
2. Language Proficiency: Participants should have a good command of the English language.
3. Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.
4. Certification: Upon successful completion of training, participants will receive a certificate from Foscore Development Center (FDC-K).
5. Training Locations: Training sessions are conducted at Foscore Development Center (FDC-K) centers. We also offer options for in-house and online training, customized to the client's schedule.
6. Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.
7. Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.
8. Additional Services: Accommodation, pickup services, flight booking, and visa processing arrangements are available upon request at discounted rates.
9. Equipment: Tablets and laptops can be provided to participants at an additional cost.
10. Post-Training Support: We offer one year of free consultation and coaching after the course.
11. Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.
12. Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Foscore Development Center account. This ensures better preparation for your training.
13. Contact Us: For any inquiries, please reach out to us at training@fdc-k.org or call us at +254712260031.
14. Website: Visit our website at www.fdc-k.org for more information.