Gulf BI Analytics

Financial Reporting · Dubai · UAE

Financial Reporting with Power BI Training in Dubai

Build finance-grade reporting in Power BI. This course in Dubai is designed for accountants, FP&A and finance teams — create P&L, balance sheet and cash flow reports, budget-vs-actual and variance analysis, with the correct DAX and period comparisons your CFO can trust.

For finance & FP&A teams • P&L, BS, CF & variance • Instructor-led • Online or on-site in Dubai

About This Course

Course Description

Build finance-grade reporting in Power BI. This course is designed for accountants, FP&A and finance teams — create P&L, balance sheet and cash flow reports, budget-vs-actual and variance analysis, with the correct DAX and period comparisons your CFO can trust.

Delivered live by a senior practitioner, online or on-site in Dubai, it is hands-on with real finance scenarios and, where possible, your own GL data and chart of accounts — so what you build maps directly onto your month-end reporting.

What You Will Learn

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.
Course Curriculum

Course Curriculum

01

Finance Data in Power BI

  • Connecting to GL and ERP data
  • Preparing finance data for reporting
  • Handling journals and trial balances
  • Reliable, refreshable sources
  • Structuring data for finance
02

Chart of Accounts & Hierarchies

  • Modelling accounts and hierarchies
  • Parent-child account structures
  • Correct roll-ups at every level
  • Mapping and grouping accounts
  • Sign conventions for statements
03

Building the P&L

  • A structured profit and loss
  • Subtotals and account groups
  • Ratios and margins
  • Finance-grade formatting
  • Actual, budget and variance columns
04

Balance Sheet & Cash Flow

  • Point-in-time balances
  • Semi-additive measures (LASTDATE)
  • Cash flow reporting
  • Working capital views
  • Opening and closing balances
05

Budget vs Actual & Variance

  • Actual vs budget and forecast
  • Variance and percentage analysis
  • Favourable vs unfavourable logic
  • Clear variance visuals
  • Commentary on drivers
06

Time Intelligence for Finance

  • A proper fiscal date table
  • YTD, QTD and MTD
  • Prior-period and prior-year
  • Rolling 12-month measures
  • Period-over-period comparisons
07

Multi-Entity & Multi-Currency

  • Consolidating multiple entities
  • Multi-currency reporting
  • Exchange-rate handling
  • Intercompany considerations
  • Entity-level security
08

Security, Governance & Refresh

  • Row-level security by entity or cost centre
  • Controls over sensitive figures
  • Scheduled refresh
  • Audit and version control
  • Publishing to finance stakeholders
How It Is Delivered

How the Training Is Delivered

The training is practical, hands-on and flexible — delivered live by a senior practitioner, online or on-site in Dubai.

FAQ

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.

Finance reporting your CFO can trust

Book a free consultation and we will tailor the finance reporting training to your team and your GL.

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