ERP, Analytics & AI in Finance SO-FAPB10

Finance Analytics with Power BI

Develop practical finance analytics and business intelligence skills using Microsoft Power BI, transforming financial data into interactive P&L dashboards and DAX metrics.

120 Hours
0 Students
All

Course Description

Develop practical finance analytics and business intelligence skills using Microsoft Power BI. The programme teaches learners how to transform accounting and financial data into interactive dashboards, management reports and actionable insights by combining data preparation, modelling, DAX calculations, financial KPIs and professional data visualisation with practical finance-focused projects.

Programme Features:
• Structured Learning Plan
• Hands-on Power BI Training
• Finance-Focused Data Sets
• Power Query Practice
• Practical DAX Exercises
• Financial KPI Development
• Interactive Dashboard Development
• Finance and MIS Case Studies
• Project-Based Learning
• Personalized Academic Guidance
• Doubt-Clearing Sessions

Why Choose SKILLOXY?
• Finance + Analytics Integrated Learning
• Practical Power BI Training
• Accounting-to-Dashboard Learning Approach
• Hands-on Financial Data Analysis
• Management Reporting Focus
• Realistic Finance Analytics Projects
• Job-Relevant Analytical Skills
• Flexible Learning Modes
• Individual Learning Support

Programme Features

  • Certificate of Completion
    Verified certificate of completion
  • Practice & Mock Tests
    Assessments to test knowledge
  • 1-on-1 Mentorship
    Live doubts clarification sessions
  • Video Lectures
    High quality lecture videos
  • Study Resources
    Downloadable notes and guides
  • Lifetime Course Access
    Self-paced learning anytime

Prerequisites & Requirements

  • Basic computer knowledge and familiarity with spreadsheets are recommended.
  • Fundamental knowledge of accounting or finance is helpful but not mandatory.
  • Suitable for commerce and management students, graduates, accountants, finance executives, MIS professionals, aspiring analysts, managers and working professionals.

What You'll Learn

  • Understand Finance Analytics and Business Intelligence Fundamentals
  • Navigate the Microsoft Power BI Environment
  • Import Data from Excel, CSV and Other Common Sources
  • Clean and Transform Financial Data using Power Query
  • Combine and Restructure Multiple Data Sources
  • Build Effective Data Models
  • Understand Relationships Between Financial Data Tables
  • Create Calculated Columns and Measures
  • Understand DAX Fundamentals
  • Develop Finance-Specific DAX Measures
  • Analyse Revenue and Sales Performance
  • Analyse Costs and Expenses
  • Perform Profitability Analysis
  • Develop Budget vs Actual Analysis
  • Perform Variance Analysis
  • Analyse Accounts Receivable and Accounts Payable
  • Develop Receivables Ageing Analysis
  • Monitor Cash Flow and Working Capital
  • Analyse Financial Ratios and KPIs
  • Perform Trend and Comparative Analysis
  • Create Profit & Loss Dashboards
  • Develop Management MIS Dashboards
  • Design Interactive Charts and Visualisations
  • Use Filters, Slicers and Drill-Down Analysis
  • Apply Data Storytelling Principles to Financial Reports
  • Design Executive-Level Finance Dashboards
  • Publish and Share Power BI Reports – Fundamentals
  • Build Practical Finance Analytics Projects

Course Curriculum

Power BI for Financial Data
Power BI Desktop Interface & Workflow
Importing from Excel, CSV, SQL & ERP Sources
Transforming & Cleaning Financial Data in Power Query
Handling Unbalanced Trial Balances & General Ledgers
Financial Data Modelling & Relationships
DAX for Financial Metrics
Interactive Financial Dashboard Design

Target Audience

Finance Analysts & Executives Accountants & MIS Specialists Data Analysts entering Finance CFOs & Finance Controllers

Career Opportunities

Finance BI Analyst

Build automated finance dashboards and executive reporting suites in Power BI

Data Visualization Specialist

Create dynamic P&L, balance sheet, and variance visual models

Financial Intelligence Associate

Connect ERP/Excel data streams and compute real-time financial KPIs

Course Duration & Structure

Duration

120 Hours

Delivery Mode

Hybrid

Difficulty Level

All

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