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Data & MIS

ACCOFIN Power BI for Finance & MIS

From Financial Data to Business Insights

Turn accounting and finance data into interactive Power BI dashboards that managers actually use for decisions.

Duration45 Hours
LevelData & MIS
FormatsClassroom · Online · Hybrid
FeesShared on enquiry
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Course Overview

Power BI for Finance & MIS teaches you to clean, model and visualise financial data. Starting from Excel and accounting exports, you will build a data model, write DAX measures for finance and design dashboards for P&L, cash flow, receivables and budgets — the reporting skills modern finance teams look for.

Who Should Join

Commerce StudentsFinance ProfessionalsMIS Professionals

Learning Outcomes

  • Import and clean finance data with Power Query
  • Build a reliable data model with relationships and a date table
  • Write DAX measures for finance: totals, YTD, MoM and variance
  • Design clear, decision-ready dashboards
  • Publish and share reports using the Power BI Service

Modules & Curriculum

  • Finance data sources: accounting exports and Excel
  • Tidy data and common data issues

  • Importing, cleaning and transforming data
  • Merging and appending tables
  • Refreshable data preparation

  • Fact and dimension tables (star schema)
  • Relationships and a date table
  • Model best practices

  • Measures vs calculated columns
  • Totals, ratios and variance measures
  • Time intelligence: YTD, MTD, MoM, YoY

  • Choosing the right visuals
  • Layout, colour and storytelling for managers
  • Slicers, drill-through and tooltips

  • P&L and expense analysis
  • Receivables and cash flow
  • Budget vs actual

  • Power BI Service: publishing, sharing and refresh
  • Using AI assistants to explain and check DAX

Tools You Will Use

Power BI DesktopPower QueryDAXPower BI ServiceMS Excel

Practical Projects

P&L and expense dashboard
Receivables ageing and collections dashboard
Budget vs actual variance report
Cash-flow trend dashboard

Duration & Format

45 Hours of guided learning and practice.

ClassroomOnlineHybridMorningEveningWeekend

Batch availability varies — ask us for the upcoming schedule.

Assessment & Certification

Dashboard assignments for each module and a final dashboard project. Successful learners receive an ACCOFIN course completion certificate.

Career Relevance

Skills from this course are relevant to roles such as:

MIS ExecutiveFinance / Business Analyst (entry level)Reporting AnalystAccounts professional with reporting skills

*Placement support refers to career guidance, preparation, and job-opportunity assistance. Any placement outcome depends on individual eligibility, performance, and employer requirements.

Frequently Asked Questions

Fees depend on the programme, format and batch. Submit an enquiry or message us on WhatsApp and our team will share the current fees and batch details with you.

We plan Morning, Evening and Weekend batches in Classroom, Online and Hybrid formats. Availability changes over time, so please enquire for the upcoming batch schedule.

Learners who complete the course, its practical projects and the final assessment receive an ACCOFIN ACADEMY course completion certificate as part of the ACCOFIN Career Passport.

Placement support means career guidance, resume and interview preparation, and assistance in connecting you with relevant job opportunities. It is not a job guarantee — any placement outcome depends on individual eligibility, performance and employer requirements.
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