Training on Advanced Power BI for Data Analysis and Visualization for Strategic Planning and Financial Reporting
Master advanced Power BI tools for strategic planning and financial reporting through data analysis and interactive dashboards.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Foundation
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
This course is designed to equip participants with advanced data analytics and visualization skills using Microsoft Power BI, focusing on applications in strategic planning and financial reporting. It explores techniques for data modeling, interactive dashboard design, automation, and predictive insights that support better business decisions. Participants will learn how to connect, clean, and analyze large data sets to transform raw information into actionable intelligence for executives and decision-makers.
Duration
5 Days
Who Should Attend
-
Financial analysts and business intelligence professionals
-
Strategic planners and corporate managers
-
Accountants and auditors
-
Data analysts, IT specialists, and reporting officers
-
Public sector and NGO professionals involved in financial reporting
What you'll walk away with
By the end of this course, participants will be able to:
-
Develop complex data models for strategic and financial reporting
-
Integrate data from multiple sources and automate analytics workflows
-
Design interactive dashboards that highlight business performance
-
Apply DAX functions for advanced calculations and forecasting
-
Interpret data insights to support strategy and decision-making
What we cover, module by module
Module 1: Advanced Data Modeling and Integration
-
Structuring and optimizing data models for performance
-
Connecting and transforming data from ERP, Excel, and databases
-
Automating data refresh and version control
-
Case study: Building a centralized data model for a corporate finance department
Module 2: Advanced DAX and Calculation Techniques
-
Using DAX for complex financial and operational metrics
-
Applying time intelligence functions for forecasting and variance analysis
-
Troubleshooting DAX and optimizing formula performance
-
Case study: Building dynamic profit and loss dashboards
Module 3: Designing Interactive Dashboards and Visual Reports
-
Creating intuitive, executive-level dashboards for strategic insights
-
Custom visuals and KPI tracking techniques
-
Enhancing user experience through interactivity and storytelling
-
Case study: Financial performance dashboards for strategic reviews
Module 4: Financial Analysis and Strategic Planning with Power BI
-
Developing financial models and performance scorecards
-
Integrating Power BI with budgeting and forecasting tools
-
Scenario analysis and trend forecasting for strategic decisions
-
Case study: Financial planning dashboards for multi-departmental reporting
Module 5: Governance, Sharing, and Automation of Reports
-
Setting up secure access, roles, and workspace management
-
Publishing dashboards and automating reports with Power BI Service
-
Ensuring data governance and compliance in reporting
-
Case study: Implementing Power BI governance in a financial institution
Where the change lands
Organizational Impact:
-
Improved data-driven decision-making and financial transparency
-
Enhanced capacity to automate and streamline reporting processes
-
Stronger strategic planning supported by accurate, visual analytics
Individual Impact:
-
Advanced skills in Power BI for data modeling, analysis, and reporting
-
Ability to build executive dashboards and financial performance insights
-
Improved data storytelling and strategic communication abilities
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
You may also like.
Programmes in the same discipline that participants often pair with this course.
Hybrid5 daysLearn to design and manage Activity-Based Budgets that enhance transparency, efficiency, and accountability in the public sector.
Hybrid10 daysLearn SAP, Oracle, and NetSuite finance modules for financial reporting, budgeting, accounts management, compliance, and ERP process optimization.
Hybrid5 daysMaster iTAX for efficient tax filing, reporting, and compliance in corporate and personal finance.
Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Advanced Power BI for Data Analysis and Visualization for Strategic Planning and Financial Reporting in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.