Training Course on Digital Financial Reporting Using Power BI & Tableau

Introduction

Digital financial reporting is revolutionizing how finance teams communicate insights, monitor performance, and drive strategic decision-making. This training course empowers participants with hands-on skills to create dynamic, real-time dashboards and financial reports using leading data visualization tools like Power BI and Tableau. With automation, visual storytelling, and KPI tracking, finance professionals can deliver timely, impactful reports to support organizational agility.

This training course on Digital Financial Reporting equips accountants, analysts, and finance managers to move beyond static spreadsheets into interactive dashboards, predictive analytics, and cloud-based financial reporting. Participants will learn how to import data from multiple systems, model datasets, design dashboards, and publish financial reports with clear, compelling visuals for internal and external stakeholders.

Target Audience

• Finance Managers and CFOs
• Financial Analysts and Accountants
• Audit and Risk Officers
• Data Analysts working in finance
• Budget and Planning Teams
• Internal Auditors and Reporting Officers
• ERP and BI System Users

Duration

10 Days

Course Objectives

1. Understand digital financial reporting concepts and tools
2. Build real-time dashboards using Power BI and Tableau
3. Connect and model financial data from multiple sources
4. Visualize budgets, forecasts, and financial KPIs dynamically
5. Apply data storytelling techniques to enhance report impact
6. Automate recurring financial reporting workflows
7. Ensure accuracy, auditability, and stakeholder relevance
8. Publish and share interactive financial reports securely

Course Content

Module 1: Overview of Digital Financial Reporting

• The evolution of financial reporting
• Limitations of spreadsheets and static reports
• Benefits of BI tools for finance
• Key features of Power BI and Tableau
• Use cases in modern finance departments

Module 2: Data Sources and Integration

• Importing data from Excel, ERP, and cloud platforms
• Connecting SQL databases and APIs
• Cleaning and transforming raw financial data
• Combining multiple datasets for analysis
• Data refresh and automation setup

Module 3: Financial Data Modeling

• Building relationships between datasets
• Creating calculated columns and measures
• Hierarchies, filters, and slicers
• Currency conversion and multi-entity models
• Time intelligence and period comparisons

Module 4: Dashboard Design Principles

• Choosing effective visuals for finance metrics
• Designing for clarity and stakeholder needs
• Drill-downs and interactivity features
• Best practices in layout and formatting
• Designing mobile-responsive dashboards

Module 5: Reporting on KPIs, Budgets and Variances

• Budget vs actual performance dashboards
• Visualizing profitability and cost analysis
• Cash flow and liquidity metrics
• Forecast dashboards using trend analysis
• Variance analysis and exception reporting

Module 6: Data Storytelling and Presentation Skills

• Turning data into narrative
• Designing reports for board and investor use
• Embedding context and insights
• Custom tooltips and annotations
• Building executive-level reports

Module 7: Automating and Sharing Reports

• Scheduled report refresh and distribution
• Embedding dashboards in emails or portals
• User access and permission management
• Integration with Teams and SharePoint
• Tracking report usage and engagement

Module 8: Capstone – Financial Reporting Project

• Defining reporting objectives
• Building a dashboard from raw data
• Peer review and refinement
• Presenting financial insights
• Final submission and certification

General remarks

• Customizable courses are available to address the specific needs of your organization.
• The participant must be conversant in English
• Participants who successfully complete this course will receive a certificate of completion from Lenol Development Center.
• The course fee for onsite training includes facilitation training materials, tea break and lunch.
• Accommodation and airport pick up are made upon request
• For any inquiries reach us through info@lenoldevelopmentcenter.com or +254 710 314 746
• Payment should be made to our bank