Power BI for Finance Professionals

Master Power BI for Finance: Build Automated Dashboards & Modern Financial Reports

Transform raw financial data into automated, interactive Power BI for Finance dashboards that give leadership instant insights—without writing complex code or wasting hours on manual Excel updates.

Why Switch from Static Excel to Power BI for Finance?

Most finance professionals spend up to 80% of their month preparing data and only 20% analyzing it. This hands-on, 4-hour masterclass bridges the gap between traditional spreadsheets and modern corporate Business Intelligence (BI).

Rather than teaching generic tools or unnecessary advanced coding, this structured workshop focuses strictly on real-world financial workflows: structuring revenue data, automating expense breakdowns, and building dynamic KPI cards for leadership.

Participants develop an understanding of how the platform works as a reporting tool before learning how to navigate its core views and prepare data cleanly. You will apply a practical dashboard-building methodology to translate raw financial data into clear, interactive reports using visuals, KPI cards, and filters—all without writing code.

What

By the end of this course, participants will understand:

• Automated Data Cleaning with Power Query: Load financial datasets and perform point-and-click data preparation—removing blank rows, renaming fields, and fixing column data types without code.

• Core Financial Visualizations: Build interactive column charts, line trendlines, revenue vs. target KPI cards, and dynamic year slicers on a single reporting page.

• 30-Second Executive Report Design: Apply professional financial design principles—using color with intention, grid alignment, and clean formatting so non-finance readers understand insights in 30 seconds.

• AI-Assisted Financial Analytics: Explore how modern AI tools—including Microsoft Copilot, Smart Narratives, and natural language visuals—fit into (and where they fall short in) financial reporting governance.

• DAX Calculations Preview: Gain foundational exposure to Data Analysis Expressions (DAX) measures to understand how automated metrics are calculated under the hood.

This workshop is designed for complete beginners, finance executives and analysts currently reporting in Excel, operations and reporting staff who want to build dashboards, and anyone looking for a structured, hands-on introduction to financial data visualization—no prior experience required.

Online via Zoom or In-Person at CyberQuote Raffles Place
via Zoom

4 hours

1 Instructor +
TA supports

Part 1: Loading Data & Navigating Power BI Desktop

• Loading the FinEdge Holdings dataset via Get Data
• Navigating the three core views: Report, Data, and Model
• Exploring column types and understanding table relationships

Part 2: Building Your First Finance Dashboard

• Building a revenue bar chart and a KPI card with Revenue vs. Target indicators
• Adding a line chart for monthly trends and a year slicer for filtering
• Building every visual with zero code — drag, drop, and click

Part 3: Report Design & Power Query

• Applying layout, colour, and formatting principles for finance reports
• Cleaning data visually in Power Query — no formulas required
• Getting a first look at DAX with a simple measure

Part 4: AI Features in Power BI & Excel

• Using the Q&A Visual to query your data in plain English
• Seeing a live Copilot demo and understanding its limitations
• Learning to verify AI-generated output before presenting it

Part 5: Practical Build & Showcase

• Building your own one-page dashboard from the FinEdge dataset
• Meeting the brief: minimum 3 visuals and 1 KPI