Finance & Accounting
Power BI and Excel for Finance Professionals
This practical course helps finance professionals use Excel and Power BI to improve reporting, analysis, dashboards, and decision support. Participants learn how to clean finance data, build useful models, create reports, analyze performance, and present financial insights more clearly.
Objectives
- Use Excel and Power BI more effectively for finance reporting and analysis.
- Clean, structure, and validate finance data before reporting.
- Build practical finance models, summaries, and analysis views.
- Create dashboards for revenue, costs, margins, cash flow, and performance.
- Use formulas, pivots, charts, and Power BI visuals to support decisions.
- Improve reporting speed, accuracy, and management presentation quality.
Target audience
- Finance professionals and accountants
- Financial analysts and reporting specialists
- FP&A teams and management accountants
- Finance managers and controllers
- Professionals responsible for dashboards and monthly reports
- Anyone using Excel or Power BI for financial analysis
Program outline
A clear structure for the learning journey.
Outline points are grouped in one designed block instead of being treated as separate module cards.
01Finance Reporting with Excel and Power BI4 topics
- Role of data tools in modern finance teams
- Common reporting problems and manual work risks
- Excel vs. Power BI: when to use each tool
- Good finance data structure principles
02Excel for Finance Analysis4 topics
- Cleaning and validating financial data
- Useful formulas for finance reporting
- Pivot tables and structured summaries
- Variance, trend, and ratio analysis in Excel
03Financial Modeling and Report Structure4 topics
- Building clean finance models
- Separating inputs, calculations, and outputs
- Revenue, cost, margin, and cash flow analysis views
- Reducing errors in financial workbooks
04Power BI Data Preparation4 topics
- Importing finance data into Power BI
- Data cleaning and transformation basics
- Creating relationships and simple data models
- Preparing data for recurring reports
05Dashboard Design for Finance4 topics
- Choosing finance KPIs and visuals
- Dashboards for revenue, expenses, profitability, working capital, and budget performance
- Using filters, slicers, and drill-downs
- Avoiding cluttered or misleading dashboards
06Practical Finance Dashboard Workshop4 topics
- Building a sample finance dashboard
- Creating commentary from dashboard insights
- Presenting findings to management
- Workshop: convert raw finance data into a management dashboard
Materials provided
- ○ Slides used during the sessions
- ○ Group activities and exercises
- ○ Worksheets and templates
- ○ Case studies relevant to the course
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for technical queries and guidance
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
At 4D Training & Consultancy, finance and accounting training is designed around practical business application, accurate reporting, compliance discipline, and better decision-making. We adapt every program to your sector, reporting structure, finance processes, tax environment, and team maturity level. Our trainers use practical exercises, case studies, templates, and real business scenarios so participants can apply finance concepts directly in their daily work.
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