2026: Power BI data visualisation for finance professionals

2026: Power BI data visualisation for finance professionals

£625.00 + VAT
Available
Virtual
All Locations
Data Analytics
Jun
17
Wed
-
Dec
31
Thu
09:30
-
PM
12:30BST
Schedule Description: Tell better stories with your data.
Sessions: 0
Session Hours: 0.00
CPD hours: 6hrs

Description

Master the visual side of Power BI and learn to turn complex financial data into clear, compelling, and interactive reports that drive smarter business decisions.

Please choose from the dates below to view more details.

Virtual classroom - Power BI data visualisation for finance professionals
Tell better stories with your data.
*New for 2026*

Date and time

Location

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WHY TAKE THIS COURSE?
Finance teams are often asked to communicate complex data quickly and clearly. Yet many reports fall short – with cluttered visuals, poor chart choices, or limited interactivity. The result: insights get lost and decisions take longer.

This course focuses on mastering the visual side of Power BI. You’ll learn best practices for chart design, interactivity, and storytelling, ensuring that your reports not only look professional but also deliver actionable insights.

Through practical exercises and real accounting scenarios, you’ll create a range of data visualisations, design interactive dashboards, and explore advanced features such as AI visuals, drill-throughs, and forecasting. You’ll leave confident in your ability to turn raw numbers into compelling stories for your stakeholders.

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

• Explain why data visualisation is critical in accounting and finance.
• Select the right chart or graph for different data and messages.
• Apply best practice design principles to improve clarity and impact.
• Incorporate interactivity with slicers, filters, and drill-throughs.
• Build finance-focused dashboards that highlight key insights and trends.
• Use advanced Power BI visuals (e.g. Key Influencers, Decomposition Tree) to deepen analysis.

WHO IS THIS COURSE FOR?
Accounting and finance professionals who want to improve how they present and communicate data in Power BI, taking the learning forward from the Power BI Core Capabilities course: this session focuses on Power BI’s applications. Ideal for anyone looking to create clear, accurate, and impactful visual reports that drive business decisions.

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

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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 programme combining expert input, discussion, and practical examples.

Session 1 – Visual design principles and core techniques (3 hours)
• Why data visualisation matters in accounting.
• Types of visuals: charts, graphs, tables, maps.
• Best practices for clear and accurate visuals.
• Chart selection: which chart, when and why.
• Adapting attributes: titles, labels, legends, axes, data points, and tooltips.
• Hands-on: building and customising visuals from a dataset.

Session 2 – Building interactive and advanced reports (3 hours)
• Creating dashboards and designing for user experience.
• Adding interactivity: slicers, filters, drill-downs, and drill-throughs.
• Using AI visuals: Key Influencers, Decomposition Tree, clustering, and forecasting.
• Applying narrative flow: structuring reports to tell a clear story.
• Highlighting key metrics and trends with conditional formatting and annotations.
• Hands-on: comprehensive dashboard build with applied finance scenario.

 

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.

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