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Home Specialist skills Data and Analytics Power BI Data Visualisation for Finance Professionals
Power BI Data Visualisation for Finance Professionals
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Explain why data visualisation is critical in accounting and finance
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Select the right chart or graph for different data and messages
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Apply best practice design principles to improve clarity and impact
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Incorporate interactivity with slicers, filters, and drill-throughs
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Build finance-focused dashboards that highlight key insights and trends
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Use advanced Power BI visuals (e.g. Key Influencers, Decomposition Tree) to deepen analysis.
Overview
Off the shelf (OTS)
Finance teams are often asked to communicate complex data quickly and clearly. Yet many reports fall short – with cluttered visuals, poor chart choices, or limited interactivity. The result: insights get lost and decisions take longer.
This course focuses on mastering the visual side of Power BI. You’ll learn best practices for chart design, interactivity, and storytelling, ensuring that your reports not only look professional but also deliver actionable insights.
Through practical exercises and real accounting scenarios, you’ll create a range of data visualisations, design interactive dashboards, and explore advanced features such as AI visuals, drill-throughs, and forecasting. You’ll leave confident in your ability to turn raw numbers into compelling stories for your stakeholders.
Delivery method
Virtual
Course duration
6 hours
Competency level
Working
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