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Power BI for Finance: Build Real-World Dashboards

Master financial reporting with Power BI: build P&L, budget vs actual, liquidity, and executive dashboards

Finance & Accounting 5.5 hours 3 views
Power BI for Finance: Build Real-World Dashboards course previewCOURSE PREVIEW

About this course

Disclosure: This course contains the use of artificial intelligence.

This course is designed for finance professionals who want to move beyond spreadsheets and build powerful, interactive dashboards using Power BI. Instead of focusing only on theory, this is a fully project-based course where you will learn by building real financial reports used in actual business environments.

You will start by understanding how financial data is structured, including profit and loss statements, budgets, and cash flow. From there, you will dive into hands-on projects that simulate real finance scenarios. You will build a complete P&L dashboard with revenue, cost, and margin analysis, followed by a budget vs actual report that highlights performance and variance.

As you progress, you will develop a cash flow and liquidity dashboard to monitor financial health, and an accounts receivable and payable analysis to track working capital and overdue balances. Finally, you will bring everything together into an executive-level dashboard designed for decision-makers.

Throughout the course, you will learn how to structure financial data, create meaningful KPIs, design clean and professional dashboards, and apply best practices used by finance teams in real companies.

By the end, you will have a portfolio of finance dashboards that you can use in your job, showcase to employers, or apply in consulting projects. This course is ideal for anyone looking to bridge the gap between finance and data analytics using Power BI.

What you'll learn

  • Build a complete Profit & Loss dashboard using real financial data
  • Create budget vs actual reports with variance and performance insights
  • Analyze cash flow trends and monitor liquidity using KPIs
  • Design accounts receivable and payable dashboards with aging analysis
  • Calculate key financial metrics like margin, DSO, and net cash position
  • Create executive dashboards for high-level decision making
  • Apply professional dashboard design for finance teams
  • Use Power BI to transform raw financial data into actionable insights

Before you begin

  • No Power BI experience needed
  • Basic Excel knowledge helpful
  • Laptop with internet
  • Willingness to learn finance analytics

Who this is for

  • Finance professionals wanting to modernize reporting
  • Accountants transitioning to data analytics
  • FP&A analysts seeking better dashboards
  • Business analysts working with financial data
  • Students pursuing finance or business careers
  • Anyone wanting practical Power BI project experience

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