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Introduction to Financial Reporting in Power BI

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•Interactive virtual classroom environment limited to 8 participants for maximum user participation

•Led by Rishi Sapra - a Microsoft Most Valuable Professional (MVP) and Chartered Accountant (ICAEW)

•Run as 4 x 2-hour sessions  during a week for maximum flexibility across time zones


Who this course is for

This 8-hour course is aimed at experienced Excel users who have been using Power BI for at least 6-12 months and want an overview of how to work with financial (accounting) data in Power BI.

This will be a hands-on tutorial-style session.  Attendees will need the  latest version of Power BI Desktop installed on the machine they are joining from.



At the end of this course you will have a greater understanding of the complexities of working with financial data in Power BI and some techniques you can apply on your own data!



  • Connecting to Data (folder containing CSVs on OneDrive/Teams) and importing into Power BI

  • Creating base measures for e.g. Revenue, Gross/Net Margin and financial ratios.

  • Creating Dynamic Measures for MTD/QTD/YTD Period selection

  • Building an Income Statement using the Matrix visual

  • Adding KPI cards, Waterfall Charts and other visuals for storytelling


Prices and Dates

£495 for all 4 sessions (each 2 hours) to be run on Mon-Thurs during each week in August (alternating AM/PM timeslots)


What you will get

  • Participation in a small virtual classroom (limited to 8 participants) – digital whiteboards, breakout rooms, quizzes and multimedia documentation

  • A certificate of completion

  • Access to the Recordings and classroom environment (notes/Digital whiteboards) from the sessions for  up to 6 months afterwards

  • Membership of the PPF community on Slack where you can ask questions of the Power BI/Finance experts

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