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Disclaimer: Due to the current uncertainty regarding coronavirus, many events are being cancelled. Please contact the event organiser directly via the contact details on the listing if you are unsure.

Educatio presents

Power BI - Financial Reporting and Analysis Online Workshop

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Advanced Ratio Analysis

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Advanced Ratio Analysis

About this Event

About the training

  • Instructor led online training
  • 8 hours session
  • Case study based on Amazon's 5 year Financial Statements
  • 20+ Financial ratio and visualisations
  • Interactive Q & A

Learning Outcomes

  • Create a dynamic full set of Financial Statements from Excel in Power BI
  • Perform vertical and horizontal analysis
  • Visualise Financial performance through Charts and Dashboards
  • Learn DAX to create formulas
  • Share reports with decision-makers in your organisation
  • Design Financial ratios with dynamic visualisations

What We Cover

  • Step by step instruction from start to end on designing an Income Statement (P&L), Balance sheet and Cash flow statement in Power BI.
  • Brief Overview of Benefits of using Power BI.
  • How to Install and Get Started with Power BI.
  • Data Preparation in Excel for your Financial Statement model.
  • Importing your Financials data from Excel into Power Query Editor.
  • Cleaning and Transform your Data.
  • Create your Data Model for your Income Statement, Balance Sheet and Cash Flow Statement.
  • Use DAX formulas to create measures.
  • Create Visualisations for your Financial Statements.
  • Apply Time Intelligence to make reports dynamic.
  • Create Financial Performance Dashboards for Financial ratios measuring Liquidity, Solvency, Cash Flow Management, Profitability and Operational Efficiencies.
  • Publish your report and share with your users / decision-makers.

Training Modules

  • Data Preparation in Excel
  • Transform Data in Power Query Editor
  • Modelling Tables in Power BI
  • Create Margin Ratio Analysis
  • Create Visualisations of Income Statement, Balanace Sheet and Cash Flow Statement
  • Create charts and graphs of Financial Performance
  • Design Dax Measures and Financial Ratio Analysis for Liquidity, Solvency, Cash Flow Management, Profitability and Operational Efficiencies.


  • Delegates need to have Power BI Desktop application installed onto their machines - the app is free to download and activate (instructions will be emailed before the training commences)
  • Resource files for the training will be sent to delegates prior to training
  • Delegates are advise to use two monitors during the training session - one to view what the instructor is doing and the other to follow the instructions on their own

Please note:

Minimum required delegates for each program is 8 and max we allow is 10.

The training program runs over 2 days.

Duration: 4 hours per day =10 in total.

Ideal audience: Finance and Accounting Professionals

All training sessions are conducted via Zoom meetings. Each delegate will receive their Zoom registration details at least 2 days prior to the training event.

Refund policy

Educatio has a refund process that is fair and equitable for all. All training fees are required to be paid in full upon enrolment and prior to the start of the workshop (whichever is the earliest date).

Cancellations by Delegates

A full refund will be made for cancellations received at least 11 days before the training commencement date

Cancellations made between 7 and 3 days prior to the commencement date will receive a 50% refund and cancellations received less than 48 hours before the course, are not entitled to a refund. Refunds will not be given for a “no show”.

Once a training program has begun there are no refunds available

CA ANZ members receive a 10% discount on this program.

Cancellations / Reschedules by Educatio

Educatio reserves the right to cancel or reschedule this training program at any time, including but not limited to, insufficient registrations, trainer unavailability, or if the trainer could not attend due to unforeseen circumstances.

Enrolled students will be given at least 5 day’s notice in the advent of a program being postponed or cancelled. In the event that a course is cancelled or postponed by Educatio a full refund or full credit to a future training program will be available to all registered delegates. Each delegate will be contacted to make the necessary arrangements.

Instructor - Arno Wakfer CA, FMVA, CBCA

Career Experience

  • 5 yrs Commercial Finance
  • International Exp in South Africa & Australia
  • CFO at Top rated Business School in Africa (GIBS)
  • Led Finance teams at global giants like Dimension Data & Autodesk
  • General Management exp having managed two businesses in Australia

2 Years Experience in Power BI (DA-100 Exam Microsoft Certification in progress)

Qualification and Education

  • Chartered Accountant with CA ANZ
  • Certified Financial Modeller and Valuation Analyst with CFI
  • Certified Banking and Credit Analyst with CFI

All paid delegates will be added to Educatio's mailing list.

We look forward to welcoming you on this live training session.

Category Business