Understand how Power BI works and prepare a clean Trial Balance for reporting.

1. Building Block of Business Reporting in Power BI
   1. Existing Vs Improved Method
   2. Normal Data Cleaning Vs Power Query
2. Dataset Concepts for Excel Users
   1. 4 Data Transformation Concepts
   2. 2 Table Collaboration Concepts
3. Types of Tables in the Data-Base
   1. Lookup Tables and why they are used
   2. Data Tables and why they are used
4. Preparing a Monthly Trial Balance
   1. Reshaping data where needed, such as converting columns into rows for reporting
   2. Assigning correct data types, including text, numbers, and dates
5. Understand the Syntax of DAX
6. Concept of DAX
   1. Object, Operators and Their Types
   2. Measures, Filters, Variable and Comments
7. Aggregation Vs Interaction Functions
8. Basic Formula Logic Used in Power BI

   DAX formulas for finance reporting.

Hands-on Training

• Learn how to write DAX functions
• Explore the features of Power BI visuals

Objective

Learn how to prepare data and build a reliable reporting structure.

1. Why data source setup matters and common mistakes to avoid
2. Preparing and transforming tables for analysis
3. Turning raw data into report-ready data, including text, numbers, and dates
4. Core data preparation steps, including the most-used transformations
5. Understanding relationships between tables and how tables “talk” to each other
6. Types of relationships, explained simply:
   1. One-to-One
   2. One-to-Many
   3. Many-to-One
7. Understanding “lookup” logic and how to bring related data into a table
8. Best practices for finance reporting models
9. Learn to connect Power BI with sources mostly used by business and finance professionals:
   1. Excel and CSV file
   2. Folders

Hands-on Training

• Step-by-step transformation of a typical finance dataset
• Build a basic data model with examples

Objective

Prepare Budget/Forecast data and build the foundation for Income Statement reporting.

1. Preparing Budget & Forecast data using Power BI data preparation tools
2. Assigning correct formats to all columns, including dates, amounts, and categories
3. Connecting key tables in Power BI:
   1. Actual Trial Balance
   2. Budget table
   3. Forecast table
4. Building core Income Statement figures for Actual vs Budget:
   1. Revenue, Direct Costs, Gross Profit
   2. Selling & Distribution, General & Admin
   3. Operating Income, Finance Cost, Other Income/Expense
   4. Profit Before Tax, Net Profit, EBITDA
5. Presenting the numbers with executive-friendly visuals:
   1. Actual vs Budget view
   2. High-level revenue indicators
   3. Clear formatting, including positive/negative performance highlights

Hands-on Training

• Step-by-step development of data preparation and core financial calculations

Objective

Build Income Statement reporting formats used by finance teams and management.

1. Using the right reporting layout, including Table and Matrix visuals, for financial statements
2. Creating flexible logic in formulas using “variables” in a business-friendly way
3. Using an Income Statement template, from Top Line to Bottom Line mapping
4. Handling partial-year actual data correctly, for example, if actuals exist for 7 months, match budget for 7 months
5. Building key comparisons:
   1. Actual YTD, Budget YTD, Last Year YTD
   2. Actual vs Budget YTD, Actual vs Last Year YTD
6. Preparing Income Statement formats:
   1. Monthly Income Statement
   2. Project-wise Income Statement
   3. YTD Income Statement

Hands-on Training

• Step-by-step development of multiple Income Statement views

Objective

Automate Current Month and Full Year reporting based on available actual data.

1. Current Month analysis where numbers update automatically based on the latest available data
   1. Actual Current Month vs Budget Current Month
   2. Actual Current Month vs Same Month Last Year
2. Full Year analysis with realistic forecasting logic:
   1. Actual for posted months + Forecast for remaining months
   2. Full Year Actual + Forecast vs Budget
3. Building “smart logic” inside formulas to automate cut-offs without manual work
4. Advanced KPI Cards for executives:
   1. Budget variance, including value and %
   2. Last Year variance, including value and %
   3. Same Month Last Year variance
   4. YTD variance
5. Clear variance presentation for decision-making

Hands-on Training

• Step-by-step development of Income Statement, including Current Month and Full Year, with automation

Objective

Build Balance Sheet and Cash Flow dashboards aligned with finance reporting needs.

1. Calculating Balance Sheet figures:
   1. Current assets and non-current assets
   2. Current liabilities and non-current liabilities
   3. Owners’ equity
2. Building key Balance Sheet ratios:
   1. Current Ratio / Cash Ratio
   2. Debt-to-Equity
3. Using a Balance Sheet template to structure reporting in Power BI
4. Cash Flow Statement reporting:
   1. Operating activities
   2. Investing activities
   3. Financing activities
5. Using a Cash Flow template for structured presentation

Hands-on Training

• Step-by-step development of Balance Sheet Analysis Dashboard
• Step-by-step development of Cash Flow Statement Analysis Dashboard

Objective

Build business-ready customer ageing insights to improve cash flow visibility and receivables management.

1. Customer Ageing Setup
   • Integrate Posting Date / Invoice Date
   • Calculate invoice ageing dynamically
   • Ageing Bucket Classification, such as 0-30 Days
2. Business Usability Enhancements
   • Proper sorting of ageing buckets
   • Clean and intuitive reporting structure
   • Executive-friendly layout for quick decision-making
3. Key Financial Measures
   • Accounts Receivable (AR)
   • Net Due Amount
   • Gross AR Exposure
   • Overdue Analysis
4. Insight Generation
   • Identification of overdue customers
   • Concentration risk analysis
   • Early warning signals for collection issues

Hands-on Training

• Step-by-step development of Customer Ageing Dashboard
• Step-by-step development of Dynamic Ageing Groups
• Step-by-step development of Receivable KPIs and actionable insights

Objective

Develop management-ready insights on profitability performance using structured ratios and automated commentary for executive decision-making.

1. Profitability Ratio Analysis
   • Gross Profit Margin
   • EBITDA Margin
   • Net Profit Margin
2. Dynamic Executive Commentary AI-Ready
   • Automated commentary based on performance thresholds
   • Intelligent labels:
     • Good Performer
     • Watchlist
     • Needs Immediate Attention, CEO Alert
   • Business-focused narratives explaining:
     • Growth / decline drivers
     • Margin movement insights
     • Variance root causes

Hands-on Training

• Profitability ratio dashboards along with dynamic commentary using DAX
• Step-by-step development of Complete CFO Dashboard

Objective

Introduce finance professionals to the practical use of Artificial Intelligence in financial data preparation, modeling, and analytics using Power BI. Participants will learn how AI can significantly accelerate development of financial reports and dashboards while improving analytical depth.

1. AI in Financial Data Transformation

   Using Claude MCP integration with Power BI to automate data preparation tasks.

   1. Transform Monthly Trial Balance into analysis-ready dataset
   2. Unpivot and structure financial data automatically
   3. Generate Power Query transformation logic using AI prompts
   4. Improve data cleaning and preparation efficiency
2. AI-Assisted Data Modelling

   Using AI to accelerate the development of financial reporting models.

   1. Generate a comprehensive Date Table using Power Query
   2. Build relationships between financial tables
   3. Create structured financial models for reporting
   4. Understand how AI supports faster model development
3. AI-Assisted Financial Reporting

   Using AI to build financial statements faster.

   1. Create Income Statement measure for Matrix visual
   2. Build Income Statement with Level-3 drill-down structure
   3. Design reusable financial reporting templates
   4. Use AI prompts to generate DAX logic

Hands-on Training

• Step-by-step demonstration of AI-assisted Power BI development