New online course

Power BI training for accountants

Learn the basic concepts of Power BI in this unique training course, aimed specifically at accountants. Understand how to work with dates to produce montly and year-to-date reporting. This course is for accountants who are accomplished users of Excel for reporting, but have limited or no prior exposure to Power BI.

Custom training available to meet your own specific objectives.

Contact us
2 Days
Limited spots

By focusing on the typical needs of an accountant for financial analysis we can cut to some of the essential tips, tricks and techniques that will get you productive right away.

Connect, Share, Learn 

In this two-days hands-on introduction to Power BI, you will, build an interactive Profit & Loss report using typical “raw” SME accounting data.  Through doing this, you will learn about:

  • Power BI Desktop

  • Tables & Relationships

  • Essential data for SME financial analysis

  • Importing data into Power BI

  • Drag & drop to create a simple report

  • Some of the more popular visualisation options

  • Calculated Columns and Measures in Power BI

  • Why and how to add a Dates table

  • Adding analysis periods to the Dates table

  • Handling your financial year vs calendar year

  • Date-based analysis like YTD, YoY, Period-on-Period

  • Mapping your transactions table to your P&L

  • Building a powerful, interactive one-page P&L Report

DAX (Data Analysis Expressions) functions that you will be introduced to will include:

  • Filter Functions
    • ALL
    • FILTER
  • Logical Functions
    • IF
    • AND
    • OR
  • Math & Trig Functions
    • SUMX
    • DIVIDE
  • Date & Time Functions
    • YEAR
    • MONTH
    • TODAY
  • Statistical Functions
    • MAX
  • Text Functions
    • FORMAT
  • Other Functions
    • VAR
Departmental Profit & Loss

The training everyone has been waiting for

At the end of the course, you will have a templated Profit & Loss report and an understanding of how it was created that you can take away and adapt to your own particular needs.

Ask for a quote


Hugh Johnson, one of the founders of Accounting Insights, has been working full-time with Power BI since before it’s launch.

Hugh Johnson

Hugh’s focus has been exclusively on building Power BI reports from accounting data; profit & loss, balance sheet, sales, receivables, liquidity, actual vs budget variance and stock reporting.  In this time, he has learned many techniques to achieve great financial reports and believes that the best person to build your financial reports is someone with accounting knowledge rather than a specialist data scientist.  It is easier to train an accountant in Power BI than to train a data scientist in accounting.

Where ?

Due to the COVID-19 crisis, this course is now available online.

Need Help ?
Email us at
[email protected]
if you have any questions.

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