Helen Wall's specialist LinkedIn Learning course aimed at finance professionals who already work with spreadsheets but want to move their reporting into Power BI. Rather than teaching Power BI from scratch, it focuses on finance-specific reporting. Best for finance people ready to level up their reporting beyond Excel.
Good for: Finance professionals moving reporting from spreadsheets into Power BI.
Less suitable if: You are new to Power BI or not in a finance role.
Skills you'll gain
Power BIFinance reportingData modellingDashboardsFinancial analysisBusiness intelligence
Is this course right for you?
A good fit if you…
You work in finance
You know spreadsheets well
You want finance-specific Power BI
Consider something else if you…
You are new to Power BI
You are not in finance
You want general Power BI
Requirements: Spreadsheet skills; some Power BI basics help.
Realistic time: A few hours.
About this course
Power BI for Finance is Helen Wall's specialist LinkedIn Learning course aimed squarely at finance professionals who already work with spreadsheets but need to move their reporting into Power BI. Rather than teaching Power BI from scratch, it assumes you understand financial concepts — P&L, balance sheets, variance analysis — and teaches you how to model and visualise them correctly in Power BI.
What you'll learn
Build a finance-specific data model in Power BI Desktop
Write DAX measures for year-over-year variance, budget vs actual, and rolling totals
Design P&L and balance sheet report layouts that match finance team conventions
Connect Power BI to Excel-based financial data sources
Create executive-ready dashboards for FP&A reporting
Apply best practices for financial data modelling to avoid common BI errors
This course includes
3h
On-demand video
Yes
Certificate
Yes
Mobile access
English
Language
What it costs
Access comes with a LinkedIn Learning subscription ($29.99/month or $19.99/month billed annually, usually a one-month free trial; free via many public libraries). Power BI Desktop itself is free on Windows.
Comparison · LBS
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LinkedIn Learning adds a completion certificate to your profile — a learning record rather than a professional qualification.
Instructor
HW
Helen Wall
LinkedIn Learning instructor
180K+ learners15 courses4.8 instructor rating
Helen Wall is a UK-based data and finance trainer who specialises in Microsoft Excel and Power BI for finance and accounting teams. She has authored multiple LinkedIn Learning courses and is known for making BI tools accessible to finance professionals without a technical background.
About this provider
LL
LinkedIn Learning
Professional skills platform integrated with LinkedIn. 21,000+ expert-led courses.