*We customize the course outline and content to your specific needs and relevant use cases.
Module 1: Power BI in finance, risk, and compliance reporting
- Role of Power BI in management reporting, control monitoring, and portfolio oversight
- Typical source data for finance teams such as transactions, balances, exposures, controls, and regulatory data
- Translating reporting needs into metrics, dimensions, and dashboard structures
- Distinguishing operational dashboards, control dashboards, and executive views
Module 2: Data preparation and transformation
- Importing data from spreadsheets, files, and business systems
- Cleaning and transforming data with Power Query
- Handling missing values, inconsistent fields, and reporting cutoffs
- Preparing datasets so downstream KPIs remain stable and understandable
Module 3: Data modeling for management reporting
- Fact and dimension thinking for finance, risk, and compliance datasets
- Building relationships between transactions, entities, time, products, and control records
- Using date tables, hierarchies, and segmentation fields effectively
- Avoiding common modeling issues that distort financial and regulatory reporting
Module 4: Measures and KPI logic
- Building measures for balances, variances, exposures, exceptions, and trend analysis
- Designing KPIs for finance performance, control effectiveness, and risk visibility
- Making measures readable and usable for business stakeholders
- Organizing KPI logic so dashboards remain maintainable over time
Module 5: Finance dashboards and management reporting
- Designing views for revenue, cost, margin, liquidity, and portfolio performance
- Comparing actuals, plan, variance, and period over period performance
- Structuring drilldowns by business unit, product, region, and reporting line
- Supporting management reviews with clear and concise financial visuals
Module 6: Risk dashboards and exposure monitoring
- Building dashboards for exposures, limits, concentrations, and threshold breaches
- Segmenting risk views by desk, entity, product, geography, and counterparty
- Distinguishing trends, volatility, outliers, and emerging issues
- Designing dashboards that support escalation and follow up without overstating conclusions
Module 7: Compliance and controls dashboards
- Tracking compliance cases, control failures, overdue actions, and unresolved exceptions
- Structuring views for control ownership, remediation status, and review cycles
- Presenting operational and regulatory indicators in a form useful for second line and management
- Supporting audit readiness with consistent control reporting logic
Module 8: Interactive reporting and user navigation
- Using slicers, drill through, bookmarks, and navigation for business usability
- Designing different views for executives, analysts, and control owners
- Avoiding clutter and choosing visuals that match the business question
- Balancing detail and clarity for recurring management reporting
Module 9: Portfolio and regulatory reporting views
- Building portfolio dashboards across products, clients, entities, and regions
- Combining performance, risk, and compliance indicators into one reporting perspective
- Structuring outputs that support internal reviews and regulatory conversations
- Managing reporting granularity for different stakeholder groups
Module 10: Insight communication and dashboard storytelling
- Turning dashboards into management narratives and decision support tools
- Explaining trends, exceptions, and uncertainties in clear business language
- Structuring dashboard pages so they guide discussion and follow up
- Making visuals more persuasive through better sequencing and comparison logic
Module 11: Governance, refresh, and reporting discipline
- Defining KPI ownership, business rules, and version consistency
- Managing refresh schedules, validation checks, and source control practices
- Sharing dashboards responsibly across teams and governance forums
- Strengthening trust in reported numbers through transparent documentation
Module 12: Building a sustainable reporting practice
- Creating reusable templates for finance, risk, and compliance dashboards
- Aligning dashboard design with reporting cycles, committees, and decision forums
- Improving collaboration between business, data, and reporting teams
- Building a practical roadmap for stronger reporting maturity with Power BI
