Welcome to the home of Finance based data analytics

Financial Reporting with Power BI course

Unlock the full potential of your financial data with our exclusive course, "Financial Reporting with Power BI." πŸš€


Are you tired of spending countless hours on tedious financial reporting tasks? πŸ•’ Do you want to effortlessly analyze your company's financial performance and make data-driven decisions? πŸ’‘ Look no further!

Next Cohort Based course starting October 2023

8 week course with self-paced, interactive e-learning and weekly live review sessions.

Why take this course?

Throughout the course, you'll engage in hands-on exercises, real-world scenarios, and collaborative projects to reinforce your learning. By the end, you'll have the skills and confidence to transform raw financial data into meaningful insights, enabling you to make data-driven decisions with ease.

Interactive e-learning

Say goodbye to dull and passive learning! Our course goes beyond traditional methods by providing an interactive and engaging learning experience so it doesn't feel like studying!

Learn Together, Grow Together

Join a dynamic cohort of like-minded individuals who share your passion for financial reporting. Collaborate, network, and exchange ideas as you progress through the course. Benefit from the support and camaraderie of your peers.

Realistic Scenarios

Dive into realistic financial reporting scenarios that mimic real-world challenges. Apply your knowledge in practical situations and gain valuable hands-on experience. Our course ensures you're fully prepared to tackle any financial reporting task.

Quizzes for Mastery

Reinforce your understanding and track your progress with interactive quizzes. Test your knowledge after each module, identify areas for improvement, and solidify your understanding of key financial reporting concepts.

Expert Guidance

Receive personalized guidance and feedback from our experienced instructors. They will be there to support you throughout the course, answer your questions, and provide valuable insights into financial reporting best practices

"Practice the Clicks" Exercises

Dive into realistic financial reporting scenarios that mimic real-world challenges. Apply your knowledge in practical situations and gain valuable hands-on experience. Our course ensures you're fully prepared to tackle any financial reporting task.

Downloadable Templates

Gain access to a treasure trove of downloadable templates such as requirements gathering and a Bus Matrix (for applying the Kimball methodology) that you can apply immediately to your own use cases!

Cohort Collaboration

Engage in group projects and collaborative activities with your cohort members. Benefit from diverse perspectives, share ideas, and enhance your problem-solving skills. Together, you'll create a rich learning environment.

Lifelong Learning Community

Upon completing the course, gain access to our exclusive lifelong learning community. Stay connected with fellow alumni, industry experts, and stay updated on the latest trends in financial reporting and Power BI.

What You'll Learn

Capturing Report Requirements

Practice using the LDI Scoping template and Metrics Tracker to define your data story, identify key metrics, and define reporting objectives to ensure your reports meet the needs of your organization!

Data Model Design

Dive into the art of designing a robust and efficient data model for financial reporting utilising the Chart of Accounts, multiple currencies and hierarchies. Discover best practices for structuring your data, establishing relationships, and creating calculated tables to empower insightful analysis.

Data Preparation

Unleash the power of Power Query to clean, transform, and shape your financial data. Master the techniques to handle data from multiple sources, perform data manipulations, and ensure data quality for accurate reporting.

Business Logic

Harness the full potential of  DAX to unlock in-depth financial analysis including financial ratios, time intelligence, variance analysis, and other essential business logic calculations to gain valuable insights and drive informed decision-making.

Financial Statement Layouts

Create formatted, dynamic Financial Statements in Power BI and Excel complete with sub-totals, drill-through into the General Ledger and support for dynamic number formats.

Storytelling with Data

Bring your data to life with Power BI using capabilities such as native/custom visuals (including waterfall charts!), cross-filtering, report tooltips, AI visuals and drill-through pages. 

Hours of e-learning
Practice the clicks exercises
Realistic Challenges

Who is this course for?

This course is aimed at anyone who wants to learn the fundamentals of how to work with data in Power BI using a financial (accounting) dataset. Perhaps you’re used to working in Excel for creating financial statements/management reports and want to see how Power BI can be used as an addition to your toolbox for more powerful analysis and automation. If any (or all!) of the below apply to you then this is the course for you

You've started learning Power BI but are overwhelmed with the volume of content and need help with what to focus on

You want to learn specific techniques for working with accounting data

You're a self-learner but are busy and want to maximise use of your time with interactive e-learning

You learn best with a mix of styles/content: videos, templates, quizzes and live instructor-led sesssions with your peers.

Meet your Instructor: Rishi Sapra

  • Strong mix of commercial and technical skills – graduated with a first-class degree from the London School of Economics, eMBA (Honors) graduate and a Chartered Accountant with over 12 years’ experience in Big 4 consulting and Financial Services.
  • Currently works as a Group Manager at Avanade – a Joint Venture between Accenture and Microsoft which has been Microsoft Partner of the Year for the last 15 Years.
  • Recognised by Microsoft as a technical community leader and expert in his field both as a Microsoft Most Valuable Professional (MVP) and Fast Track Recognised Solution Architect (FTRSA)
  • Also runs the Learn Data Insights [LDI] community - www.learndatainsights.com - aimed at helping people prepare for Microsoft exams with quizzes and e-learning courses on topics such as Microsoft Fabric.

Hear what past learners have to say!

This is not like any other Power BI course, where all the Power BI topics will be covered one after the other. Instead, this course helps us understand the process of Capturing Requirements like User stories, a sample demo of customer interviews, and how to approach the designing of a data model from scratch. I found this part of the course invaluable since I didn't find this guidance in any other course, not even in a real work experience...

Kalyan BuddhaKalyan BuddhaExperienced SQL BI Developer, UK

I have attended several Power BI courses in the past and this one differentiates itself from the others because it is especially designed to help those interested in using Power BI for financial reporting. The tools, templates and techniques provided helps you balance the business understanding with the data understanding from the outset, setting you up to deliver meaningful insights, with high levels of automation...

Michelle SantokieMichelle SantokieAdvisory, Performance Improvement, Data Science, Analytics

Rishi is a consummate professional who has a wealth of knowledge around PowerBI and it's applications. One great thing about this course (which as a developer I often miss) is the understanding and recording of client requirements. Furthermore, I often over-look the recording of client data sources and how they will be used and transformed to meet requirements. These two stages / modules where we learnt about capturing client requirements...

Nikesh ValjiNikesh ValjiFounder LAX Financial Consulting

"This is the greatest thing since sliced bread!"

John SmithJohn SmithCEO

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John SmithJohn SmithCEO

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Try it out!

Click below to try one of the challenges in the "Requirements and Data Model Design" module where you try and fill out a LDI scoping template based on an interview with a finance manager!

Frequently asked questions

What is the time commitment required?Each participant is expected to complete 2-4 hours of self-paced e-learning each week and attend a live weekly review session for 1 hour.

What times are available for the weekly review sessions?There will be two timeslots available each week for the live weekly review sessions: Saturday at 10AM UK time (GMT/BST) or Monday at 5PM UK time.

Are there any discounts or available?Bulk discounts are available for corporates who want to enrol a team on the course. In addition, 2 places in each cohort will be made available for free for individuals who are currently suffering financial hardship - click here to apply for this.

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