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LinkedIn Learning

Power BI for Finance

4.8(0)
Intermediate 3 hours English Completion Certificate

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.

The course covers building financial data models, writing DAX measures for financial calculations, designing income statement and balance sheet layouts, and creating finance-specific visualisations that senior stakeholders can actually use. Running at around three hours, it's designed to be completed in a single focused session rather than a multi-week commitment.

This is the right course if you already know Power BI basics (or have done the Power BI Essential Training) and now need to apply it to financial use cases specifically. Finance analysts who open Power BI for the first time should start with the Essential Training first, then return to this course for the finance layer.

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
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Prices & availability can change — confirm on the provider's site. We're not affiliated with any single provider.

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.

Requirements

  • Basic familiarity with Power BI Desktop (ideally complete Power BI Essential Training first)
  • Understanding of core financial statements — P&L, balance sheet, cash flow
  • Microsoft 365 subscription or Power BI Desktop (free to download)

Who this course is for

  • Finance analysts who use Excel and want to move to Power BI reporting
  • FP&A professionals who need to build management dashboards
  • Accountants and controllers tasked with creating Power BI financial reports
  • Power BI users who already know the basics but haven't applied it to finance

About this provider

LL
LinkedIn Learning
Professional skills platform integrated with LinkedIn. 21,000+ expert-led courses.
Visit LinkedIn Learning →

Frequently asked questions

Some familiarity helps. Helen Wall's course assumes you can navigate Power BI Desktop and understand basic concepts like measures and visuals. If Power BI is entirely new to you, complete the Power BI Essential Training (also on LinkedIn Learning) first, then return to this course for the finance-specific layer.
No — they serve different purposes. Power BI Essential Training teaches the full tool from scratch to a general audience. Power BI for Finance assumes you understand the tool and focuses entirely on financial reporting use cases: P&L, variance analysis, budget vs actual. They complement each other.
Yes — DAX is covered specifically for financial calculations: year-over-year variance measures, budget vs actual comparisons, rolling 12-month totals, and custom date intelligence for fiscal year reporting. It's not a comprehensive DAX course but covers the functions finance analysts use most.
LinkedIn Learning requires a subscription (approximately $29.99/month or included with LinkedIn Premium). The course is available via a free trial period. Many universities and public libraries also provide free access to LinkedIn Learning.
Income statements (P&L), variance reports, budget vs actual dashboards, and balance sheet layouts. The focus is on management reporting rather than statutory accounts — the kind of reports that go to CFOs and senior leadership teams.
Paid
Included with LinkedIn Learning subscription
Enroll now