Power BI Training for finance team

Statistics data analysis. Financial administration. Circular diagram with colorful segments, business pie chart. Statistics, audit, consulting. Vector isolated concept metaphor illustration

Context

  • After the development and the implementation of several Power BI reports for the finance team, support to the team with the development of their own Power BI skills

Objectives

  • Realization of a Power BI training for the finance team adapted to the client’s level and needs

Deliverables achieved

  • General presentation of the Power BI environment and capabilities
  • Realization of practical cases
  • Knowledge transfer on updates and maintenance between H4 Partners consultants and the client’s teams
  • Increased autonomy in the development of Power BI reports
  • Detailed training documentation on the topics covered during the training

Key success factors

  • H4 Partners’ experience on Power BI (Power Query and DAX), financial model modeling and finance team training
  • Close collaboration with the client to deliver customized training based on existing materials and specific needs for future developments

Tools used

  • Power BI
  • PowerPoint

Our other customer cases

Analysing the profitability of an investment. Modelling and performance analysis | Profitability analyses | Fund
Automated business plan modelling. Support for growth operations | Modeling of growth operations | Start-up and SME
Target audit in the context of an acquisition. Audit and internal control | Financial audit | Start-up and SME
Development of an application with a validation workflow for managing annual restatements. Finance transformation | Transformation of the finance function | Mid-cap and large group
Creation of investor reports and monitoring of valuations using Power BI. Development of Power BI dashboards | Modelling and performance analysis | Funds
Long-term support with the financial management of a business unit. Financial and operational management | Outsourced FP&A | Mid-cap and large group