Financial Reporting with Power BI Training in Dubai
What You Will Learn
Financial Statements
Build P&L, balance sheet and cash flow reports directly in Power BI from your GL data.
Budget vs Actual
Compare actuals to budget and forecast, with clear variance and percentage analysis.
Time Intelligence
YTD, MTD, QTD, prior-period and rolling comparisons built on a proper date table.
Chart of Accounts
Model your chart of accounts and hierarchies so reports roll up correctly at every level.
Multi-Entity & Currency
Consolidate multiple entities and handle multi-currency reporting cleanly.
Governance & Security
Row-level security and controls so the right people see the right numbers.
What You Will Be Able to Do
- Build a P&L, balance sheet and cash flow in Power BI
- Model a chart of accounts with correct roll-ups
- Create budget-vs-actual and variance reports
- Write finance-grade time-intelligence DAX (YTD, MoM, YoY)
- Consolidate multiple entities and currencies
- Apply row-level security for confidential figures
- Design clear finance dashboards for management
- Automate refresh so reports are always current
Course Curriculum
1. Finance Data in Power BI
Connecting to GL and ERP data and preparing it for reporting.
2. Chart of Accounts & Hierarchies
Modelling accounts and hierarchies for correct roll-ups.
3. Building the P&L
A structured profit & loss with subtotals and formatting.
4. Balance Sheet & Cash Flow
Point-in-time balances and cash flow reporting.
5. Budget vs Actual & Variance
Comparisons, variance, and percentage analysis.
6. Time Intelligence for Finance
YTD, QTD, prior-period and rolling measures done correctly.
7. Multi-Entity & Multi-Currency
Consolidation and currency handling.
8. Security, Governance & Refresh
Row-level security, controls and scheduled refresh.
Is This Course For You?
Who Should Attend
- Accountants, controllers and FP&A professionals
- Finance teams moving off manual Excel reporting
- Analysts who build financial reports in Power BI
- CFOs and finance managers who want reliable, live reporting
- Teams in Dubai and the UAE standardising finance reporting
Prerequisites
- Understanding of financial statements (P&L, BS, CF)
- Basic Power BI (reports and visuals) — or attend Power BI Essentials first
- Familiarity with your GL / chart of accounts
- A laptop with Power BI Desktop installed
How the Training Is Delivered
- Instructor-led, live sessions — online or on-site in Dubai
- Hands-on with real finance scenarios
- Option to build reports on your own GL data
- Small groups or private team training
- Follow-up support to roll it out in finance
Financial Reporting with Power BI — FAQ
Who is this course for?
Accountants, controllers and FP&A teams who want to build reliable P&L, balance sheet, cash flow and variance reporting in Power BI.
Do I need to know DAX?
Basic Power BI helps. We teach the finance-specific DAX you need — and for deeper DAX, our Power BI DAX course is the ideal next step.
Can we use our own financials?
Yes. Where possible we build on your own GL structure and chart of accounts so the training is directly applicable.
Does it cover consolidation and multi-currency?
Yes — multi-entity consolidation and multi-currency reporting are covered.
Is confidential data safe?
We cover row-level security so sensitive figures are only visible to authorised users.
Online or in person?
Both — live online across the UAE or on-site in Dubai.