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Power BI for Finance Professionals

An Interactive 5-Day Training Course

Power BI for Finance Professionals

Take financial analysis and reporting to the next level with Power BI

NASBA
Classroom Schedule
Date Venue Fees
30 Mar - 03 Apr 2026 Paris $ 5,950
06 - 10 Apr 2026 London $ 5,950
13 - 17 Apr 2026 Dubai $ 5,950
13 - 17 Jul 2026 London $ 5,950
21 - 25 Sep 2026 Dubai $ 5,950
19 - 23 Oct 2026 Paris $ 5,950
14 - 18 Dec 2026 London $ 5,950
29 Mar - 02 Apr 2027 Paris $ 5,950

Course Summary

In today’s dynamic business environment, finance professionals must be able to analyse, interpret, and visualise data effectively to support decision-making and strategic planning. This training course explores how Microsoft’s Power BI tool can transform raw financial data into meaningful insights, interactive dashboards, and impactful presentations. Participants learn how Power BI enhances financial reporting, budgeting, forecasting, and trend analysis through robust data modelling and visualisation capabilities. The Power BI for Finance Professionals training course empowers finance professionals to streamline their workflow, automate repetitive tasks, and present data in ways that drive strategic actions aligned with organisational goals.

Throughout the five days, participants will build practical experience using Power BI Desktop and other key features, gaining confidence in data acquisition, transformation, and modelling. Emphasis is placed on designing visually compelling reports and dashboards that communicate insights clearly and accurately. The training course supports finance professionals in elevating their analytical skills, strengthening reporting precision, and enhancing collaboration across teams. The Power BI for Finance Professionals training course is designed to equip participants with the tools and techniques needed to analyse business data with impact and communicate insights effectively.

Skills & Competencies

From this Power BI for Finance Professionals training course, participants will develop the following key skills and competencies:

  • Power BI data analysis proficiency
  • Financial data visualisation and design
  • Efficient data modelling skills
  • Dashboard creation and implementation
  • Interpretation of financial insights
  • Automation of financial reporting processes

Key Learning Outcomes

At the end of Power BI for Finance Professionals training course, you will learn to:

  • Use Power BI to analyse business and financial data.
  • Generate informative financial presentations and reports.
  • Apply Power BI’s advanced data analysis tools.
  • Design impactful data visualisations using Power BI.
  • Create bespoke interactive performance dashboards.

How You Will Learn

Learning develops through a practical, hands-on approach focused on Power BI functionality and application. Participants work directly within Power BI Desktop to master data acquisition, transformation, and dashboard development. Emphasis is placed on building real-world reporting skills that can be implemented immediately to improve financial analysis and decision-making.

Who should Attend?

This training course is designed for finance professionals seeking to elevate their data analysis capability, reporting quality, and insight communication through Power BI.

This Power BI for Finance Professionals training course is suitable to a wide range of professionals but will greatly benefit:

  • Accountants and finance professionals
  • Management accountants
  • Finance business partners
  • Strategic planning and budgeting team members
  • Government finance function members
  • Business and investment analysts

 

Course Outline
Day 1

Getting Started with Power BI

This day introduces participants to Power BI Service and Desktop, foundational elements, and the basics of building effective Power BI presentations. The topics covered will include:   

  • Power BI Service and Power BI desktop
  • The basic elements of Power BI
  • Key steps in producing a Power BI presentation
  • How to acquire, clean, and transform data in Power BI
  • Introducing the DAX modelling language
  • The advantages of Power BI over Excel
Day 2

Getting The Best Out of Power BI

This day focuses on optimising data models and using Power BI’s visualisation and data handling functionality to its fullest potential. The topics covered will include:

  • Understanding the star schema system
  • Optimising models with fact and dimension tables
  • Understanding cardinality in Power BI
  • Using power BI standard visuals
  • Data analysis and modelling functions
  • Drill, filter, and sort tools
  • Layout and formatting tools
Day 3

Principles of Business Performance Management (BPM)

This day explores how Power BI supports business analytics and performance management frameworks, enhancing organisational decision-making. The topics covered will include:   

  • Fundamentals of strategic and tactical planning
  • Principles of business value
  • Understanding business models
  • Business Analytics (BA) and Business Intelligence (BI)
  • Measuring and managing organisational performance
  • A framework for Business Performance Management (BPM)
  • Using Power BI to improve BA and BPM
Day 4

Data Visualisation and Effective Report Design

This day develops skills in creating meaningful and visually compelling financial reports, integrating financial and non-financial metrics. The topics covered will include:

  • Key elements of effective Power BI financial reports
  • Avoiding common mistakes in financial reporting
  • Integrating financial metrics and non-financial KPIs
  • Transforming data into information and insights
  • Creating compelling data visualisations
  • Merging form and function for great Power BI reports
Day 5

Implementing Power BI Dashboards in Effective BPM

This day emphasises dashboard creation and strategic usage as tools for performance management and organisational insight. The topics covered will include:   

  • Defining performance dashboards
  • Strategic, tactical, and operational dashboards
  • Using Power BI dashboards as "agents for change"
  • The key dashboard applications 
  • Steps in developing effective Power BI dashboards
  • Building interactive dashboards in Power BI
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Options & Brochure
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NASBA

Customisation & In-House Delivery

Delivering this training course in-house enables organisations to tailor the Power BI curriculum to their specific financial systems, data environments, and reporting requirements. Customisation allows finance teams to focus on real organisational datasets and business challenges, enhancing relevance and value.

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

Additional Benefits of this course for Organisations and Professionals in Saudi Arabia

Organisations & Professionals in KSA will have the following additional benefits from this Power BI for Finance Professionals training course:

  • Enhanced financial data analysis capability
  • Improved efficiency in reporting and insights
  • Stronger alignment of data insights with decision-making
  • Higher productivity through automation of tasks
  • Better visual communication of financial performance
  • Increased confidence in financial data presentations
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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

View All Training Locations

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email info@glomacs.sa . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at info@glomacs.sa

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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