Power BI for Finance Reporting
A day building the reports finance teams are asked for every month in Power BI: loading data from Excel and accounting exports, modelling it once, and publishing dashboards for budgets against actuals, cash flow and management reporting.
- Duration
- 1 day (6 hours)
- Level
- Intermediate
- Delivery
- On site, remote or in Thohoyandou
- CPD
- 6 verifiable hours
- Load and shape data from Excel and accounting system exports
- Build a clean data model with dates, accounts and cost centres
- Create budget-versus-actual and cash-flow reports
- Publish and share dashboards safely with management
Accountants, financial managers and analysts who prepare management reports.
Comfortable with Excel; no Power BI experience needed.
6 hours of verifiable CPD for Accountants (SAICA, SAIPA, ACCA, CIMA), financial managers and auditors. Counts as verifiable CPD: the certificate states the hours, the attendance register and the assessment, and can be checked online.
Your certificate shows the CPD hours, your professional registration number, how attendance and learning were checked, and a link anyone can use to verify it. How CPD points work