2026: Power BI core capabilities for finance professionals

2026: Power BI core capabilities for finance professionals

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Apr
22
Wed
-
Dec
31
Thu
09:30
-
PM
12:30BST
Schedule Description: Connect data. Create clarity. Drive decisions.
Sessions: 0
Session Hours: 0.00
CPD hours: 6hrs

Description

Gain the core Power BI skills to transform financial data into clear, actionable insights that drive better reporting and decision-making.

Please choose from the dates below to view more details.
Event Details
22 & 23 April 2026, Power BI core capabilities for finance professionals - virtual classroom

22 & 23 April 2026, Power BI core capabilities for finance professionals - virtual classroom

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Apr
22
Wed
-
Apr
23
Thu
09:30
-
12:30 BST
Schedule Type Title: 1st of the Month
Schedule Description: Connect data. Create clarity. Drive decisions.
Sessions: 2
Session Hours: 6.00
CPD hours: 6hrs
Virtual

Description

Gain the core Power BI skills to transform financial data into clear, actionable insights that drive better reporting and decision-making.

Book here

Virtual classroom - Power BI core capabilities for finance professionals
Connect data. Create clarity. Drive decisions.
*New for 2026*

Date and time

Location

Session one: 22/04/2026, 09:30 - 12:30 BST

Session two: 23/04/2026, 09:30 - 12:30 BST

Virtual

Delivered over two three-hour sessions.

 

WHY TAKE THIS COURSE?
Finance teams are increasingly expected to deliver timely, accurate, and visual insights that go beyond traditional spreadsheets. Power BI provides accountants with a powerful toolset to transform, analyse, and present financial data – but many professionals haven’t yet tapped into its full potential.

This course provides a clear and practical grounding in Power BI’s core capabilities. You’ll learn how to connect to data, clean and model information, and create reports that enhance business understanding and decision-making.

Through hands-on demonstrations and guided exercises, you’ll build confidence in using Power BI’s core features – from Power Query to DAX – and leave ready to apply them to real accounting scenarios.

WHAT YOU’LL LEARN
By the end of this course, you will be able to:

• Understand the Power BI ecosystem and its role in accounting analytics.
• Connect and import data from multiple sources relevant to finance.
• Extract, transform, and load data using Power Query.
• Model accounting datasets and create relationships.
• Build clear, finance-focused reports and visualisations.
• Apply core DAX functions for calculations and measures.
• Publish and share reports securely within your organisation.

WHO IS THIS COURSE FOR?
Accounting and finance professionals who want to build practical skills in Microsoft Power BI as part of their professional development or certification journey. No prior experience of Power BI is required, although this course will reinforce learning for those taking the Power BI certification (especially units 2, 3 and 4).

This course will quickly explain the fundamentals before enhancing expertise so that attendees will become skilled in working with data from Excel or other reporting tools, exploiting Power BI’s data cleansing, visualisation and analytical features.

WHY CHOOSE ICAEW?
• Trusted heritage: For over 145 years, ICAEW has trained and supported the world’s leading finance professionals, setting the global benchmark for quality.
• Expert-led learning: Our courses are designed and delivered by subject matter experts, combining professional insight with real-world experience.
• Connected and relevant: With close links to government, regulators, and industry, our training reflects the latest challenges and opportunities in business and finance.
• Practical and interactive: Live, small-group learning with peer exchange ensures every programme delivers immediate workplace impact – and counts as verifiable CPD.

CPD HOURS
ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this course could contribute up to 6hrs of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Course Enquiries
Contact: Events information team

More from ICAEW Academy

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Legal Disclaimer
The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

 

A 6-hour live online or in-person programme, delivered over two sessions, combining expert input, discussion, and practical examples.

Session 1 – Connecting and transforming data (3 hours)
• Introduction to Power BI: tools, interface, and navigation.
• Connecting to data sources: Excel, CSV, databases, cloud systems.
• Power Query: cleaning, shaping, merging, and appending data.
• Using Columns From Examples to assist you.


Session 2 – Building reports and applying DAX (3 hours)
• Creating reports: tables, matrices, charts, filters, slicers, and formatting.
• Introduction to DAX: concepts, measures, and calculated columns.
• Core functions: SUM, AVERAGE, COUNT, CALCULATE and applications in accounting.
• Modelling data: relationships, cardinality, and schema design for finance datasets.
• Time intelligence and calendar tables.
• Publishing and sharing reports: Power BI Service, permissions, and scheduling refreshes.

 

Dr Liam Bastick FCA FCMA CGMA MVPin
Liam has over 30 years’ experience in financial model development / auditing, Power BI, valuations, M&A, strategy, project finance, training and consultancy. He has considerable experience in many different sectors and as a management consultant, he has provided strategic advisory assistance to many well-known companies about KPI creation and performance measurement/monitoring. A Fellow of three accounting institutes, he is a regular contributor to various accounting institutes with a circulated readership of c.7 million each month. He is also author of An Introduction to Financial Modelling, Continuing Financial Modelling and Financial Modelling in Power BI, amongst other texts, and is also the co-author and lead editor of Excel Insights: A Microsoft MVP Guide to the Best of Excel and the Power BI MVP Book. Upcoming books include Financial Modelling for Project Finance, Financial Modelling with Dynamic Arrays, An Introduction to AI in Finance & Accounting and Financial Modelling using AI.

 

Rate Cost Early Bird Pricing
ICAEW Member £425 + VAT £361.25 + VAT
Non-member £625 + VAT £531.25 + VAT

Early Bird Pricing
15% discount automatically applied on bookings made up until 6 weeks before the course date

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Yes, no fixed timings - will depend on the length of the course.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

This event requires participant information to register. Please login and/or fill in the participants information.
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