Power BI is now the default reporting layer for finance teams across the GTA, but most training treats it as a generic BI tool. This course doesn't. Every model, measure, and dashboard is built around finance reporting: variance analysis, cash flow, budget-vs-actual, and margin tracking.
You'll learn the data modeling and DAX skills behind a genuinely useful financial dashboard, not just how to drag fields onto a canvas — and leave with a report structured to be refreshed monthly, not rebuilt.
What You'll Learn
- Connecting Power BI to finance and accounting data sources
- Data modeling and relationships for financial reports
- Writing DAX measures for margin, variance, and cash metrics
- Building dashboards for budget-vs-actual and cash flow
- Visual design principles for financial reporting
- Row-level security for sensitive financial data
- Publishing and sharing reports across your organization
- Setting up scheduled refreshes for live reporting
Frequently Asked Questions
Do I need Power Query experience first?
It helps but isn't required — we cover the data preparation you need for this course. If your data needs heavier cleanup, our Power Query course is a strong companion.
Does this align with the Microsoft PL-300 certification?
The curriculum covers the core skills tested in PL-300 — data modeling, DAX, and visualization — though this course is built around finance scenarios rather than exam preparation.
What if our team has never used Power BI?
This course starts from the fundamentals and builds up to financial dashboards, so no prior Power BI experience is required.
Can you build dashboards using our actual company data?
Yes — in an in-house session, we typically build at least one dashboard using a real or sanitized dataset from your business.
Ready to bring this training to your team?
Tell us your team size and timeline — public cohort, in-house, or one-to-one, we'll help you pick the right format.
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