H4 Partners

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

Implementation of management control in a multi activity SME Financial and operational piloting | Implementation of piloting | Start-up and SME
Detailed business plan modelling Start-Up and SME development | Business plan and valorisation | Search for funding | Start-up and SME
Improvement of the CSR reporting process of a large group Transformation Finance | Management of non-financial information and CSR reporting
Structuring of the finance function Transformation Finance | Organization Review and Change Management | Start-up and SME
Design of an interactive procedure pack for a large Group Audit and internal control | Internal control improvement | ETI and large group
Review of the internal control of an entity recently acquired by a large group Audit and internal control | Internal control review | Start-up and SME