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Power BI for Finance

4.8on LinkedIn Learning
Intermediate 3 hours English Course Certificate
SkillsPower BIFinance reportingData modellingDashboardsFinancial analysisBusiness intelligence

Is this course right for you?

Our take
Helen Wall's specialist LinkedIn Learning course for finance professionals who already live in spreadsheets but want to move their reporting into Power BI.

Good for: Finance professionals moving reporting from spreadsheets into Power BI.

Skip if: You are new to Power BI or not in a finance role.

The key thing is what it deliberately doesn't do: it's not a Power BI course from scratch, but a finance-specific one that assumes you know your reporting and shows how to rebuild it in Power BI. That focus makes it efficient for its exact audience — finance people ready to graduate beyond Excel — and the wrong pick if you're new to Power BI (start with a fundamentals course) or you're not in a finance role.

It comes with a LinkedIn Learning subscription (usually a free trial first; free via many libraries), and helpfully Power BI Desktop itself is free on Windows, so there's no tool cost to apply what you learn. Its completion certificate is a learning marker, not a qualification (as of 2026).

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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.

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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.

Frequently asked questions

Not fully — it focuses on applying Power BI to finance use cases (financial reporting, dashboards, analysis) rather than teaching the tool from the absolute basics. Some Power BI familiarity helps a lot. If you are completely new to Power BI, do a Power BI fundamentals course first; this one assumes you can find your way around and shows you how to use it specifically for finance work.

Finance and accounting professionals, analysts, and anyone doing financial reporting who wants to use Power BI for it — building financial dashboards, analysing budgets and performance, and presenting numbers clearly. It suits people with a finance context wanting stronger data tools, more than general Power BI beginners, since the examples and framing are finance-specific.

Partly. Power BI Desktop, the authoring tool, is free to download and use, which covers building reports and following the course. Sharing reports across an organisation and some advanced features require paid Power BI Pro or Premium licences. So you can learn and build for free; the paid tiers come in when you need to collaborate and distribute at work.

The course runs on LinkedIn Learning, which is subscription-based, though a free trial is common and many libraries and universities provide full access at no cost. Check whether a library card or an institution you belong to already offers LinkedIn Learning before paying, since that unlocks this course and the whole catalogue.

Yes, you earn a LinkedIn Learning completion certificate for your profile. Treat it as a signal of professional development rather than a formal qualification — what matters is being able to actually build useful financial reports in Power BI. The real value is that applied skill, which shows up in your work far more than the certificate does.
Paid
Included with LinkedIn Learning subscription
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