Overview:
Financial reporting no longer has to be manual, time-consuming, or error-prone. In this one-hour, hands-on webinar, you’ll learn how to use Microsoft Power BI to transform your financial data into dynamic dashboards that deliver instant clarity and actionable insights.
We’ll explore how Power BI can automate key accounting and finance workflows - from monthly performance reports and budget variance tracking to KPI dashboards and profitability analysis. You’ll learn how to connect data from Excel, ERP systems, or cloud services, and build stunning visuals that bring your numbers to life.
Whether you’re in finance, accounting, or business management, this session will guide you from data ? insight ? decision, helping you modernize your reporting process and deliver executive-ready analytics at the click of a button.
Areas Covered in the Session:
- How Power BI streamlines financial reporting and analysis end-to-end
- Building income statement, balance sheet, and cash-flow dashboards
- Tracking budget vs. actuals, variance, and trend analysis
- Automating month-end consolidation & refreshing data in real time
- Integrating Power BI with Excel and accounting systems
- Visual storytelling for finance - from static reports to interactive insights
Who Will Benefit:
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody who uses SQL on a regular basis, and want to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers