About this programme

This practical training is designed to equip finance professionals with the knowledge and skills required to analyze, visualize, and communicate financial data using Power BI and Tableau. The training covers data preparation, financial dashboards, interactive reports, data modeling, key performance indicators (KPIs), forecasting, budgeting analysis, and business intelligence best practices. Through hands-on exercises, case studies, and real-world finance scenarios, participants will develop the ability to transform complex financial data into actionable insights that support strategic planning, financial reporting, and informed decision-making.

Who Should Attend:

Finance managers
Financial analysts
Accountants
Financial controllers
Business intelligence analysts
FP&A professionals
Finance officers
Data analysts working with finance data

Learning outcomes

What you'll walk away with

By the end of the training, participants will be able to:

Understand the fundamentals of Power BI and Tableau for finance.
Prepare, clean, and model financial data for analysis.
Develop interactive financial dashboards and reports.
Create KPIs and financial performance scorecards.
Perform budgeting, forecasting, and variance analysis.
Apply business intelligence techniques to support financial decision-making.

Course modules

What we cover, module by module

Module 1: Introduction to Business Intelligence for Finance

Fundamentals of Power BI and Tableau
Business intelligence concepts
Data sources and connectivity
Case Study: BI in financial reporting

Module 2: Data Preparation & Financial Data Modeling

Data cleaning and transformation
Data modeling techniques
Relationships and calculated fields
Practical: Preparing finance datasets

Module 3: Financial Dashboards & Interactive Reporting

Building financial dashboards
Designing KPIs and scorecards
Interactive visualizations
Practical: Creating executive finance dashboards

Module 4: Budgeting, Forecasting & Financial Analytics

Budget performance analysis
Forecasting and trend analysis
Variance analysis and profitability reporting
Practical: Financial analytics using Power BI and Tableau

Module 5: Advanced Visualization & Business Intelligence Best Practices

Dashboard optimization
Sharing and publishing reports
Data governance and security
Practical: Developing a finance business intelligence solution

Impact

Where the change lands

Individual Impact

Enhanced proficiency in Power BI and Tableau for financial analysis.
Improved skills in dashboard design, data visualization, and reporting.
Strengthened ability to deliver data-driven financial insights.

Organizational Impact

Improved financial reporting accuracy and efficiency.
Enhanced decision-making through interactive dashboards and analytics.
Increased visibility into financial performance and KPIs.
Stronger business intelligence capabilities across finance functions.

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.

Full calendar

City	Starts	Ends	Delivery	Book
NakuruNext	20 Jul 2026	31 Jul 2026	In-Person	Book
Kigali	20 Jul 2026	31 Jul 2026	In-Person	Book
Accra	20 Jul 2026	31 Jul 2026	In-Person	Book
Kisumu	27 Jul 2026	07 Aug 2026	In-Person	Book
Johannesburg	27 Jul 2026	07 Aug 2026	In-Person	Book
Dakar	27 Jul 2026	07 Aug 2026	In-Person	Book