Power BI Course


SKU: FINEXC-1 Categories: ,


Our Power BI Course provides the learners with a practical course on how to use Power BI, a popular Microsoft Office product for Finance. Many FP&A and Finance teams use it to create real-time management dashboards and summaries. Power BI (Business Intelligence) is part of the finance industry’s future.

Power BI Course

Please see the course content below:

  • Connecting and preparing data with Excel and other sources
  • Managing the imported Excel data
  • Importing an Excel file
  • Cross-tables from Excel
  • Connecting to other data sources
  • Connect Power BI to a database
  • Extracting, organising and filtering data from the imported base
  • Creating columns from examples and adding conditional columns
  • Practical exercises with solutions to consolidate learning
  • Setting up a model in Power BI and the relationships within the model
  • Creating the calendar table
  • Developing the explicit measures in your model
  • Organising the fields in the Model view
  • Practical exercises with solutions to consolidate learning
  • How to create Dashboards and Interactive Visuals
  • Develop a dashboard
  • Create a bar chart / line chart / pie chart
  • Use a card to show summary data
  • Illustrating geographical data
  • Creating a table and cross-table
  • Using slicers
  • Practical exercises with solutions to consolidate learning
  • What is the DAX concept?
  • DAX Formulas
  • CALCULATE function
  • The ALL function
  • COUNTROWS or the DISTINCTCOUNT functions
  • DATEADD function
  • Practical exercises to consolidate learning
  • Interactions within Power BI – natural interactions
  • Drilling down into more detailed data
  • Applicative Designs within dashboards and models
  • Principles of applicative design
  • User experience design
  • Develop the page backgrounds
  • Create the theme
  • Adding visuals and buttons to the tabs
  • Using bookmarks, slicers, tooltips and dynamic titles
  • Conditional formatting in tables
  • Power BI Publishing Service
  • Publish a dashboard and use a published dashboard
  • Practical exercises to consolidate learning

Dates and Duration

Based on thousands of past students, the average learning hours is 5-6. You have access to the course for one year and can complete it anytime.

Course Requirements

To benefit from this training, you will need to have strong Excel skills. Please consider our Excel for Finance Course or Advanced Excel Course to gain the skills required.


  • An expert trainer has developed our Power BI Course
  • All training was designed by Microsoft learning Partners
  • Our training programs are CPD Accredited
  • CPD Points are issued upon completion, and they are internationally recognised.
  • The training is highly practical
  • Learners can transfer what they have learnt back to the workplace.
  • CPD Certificate of completion for Microsoft Power BI upon successful completion.