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Team Training

Power BI Training for Finance Teams

Cohort training for the team that will own the model, from basics to production-grade finance reporting, on your own data where possible.

  • Training
  • Power BI
  • DAX
  • Power Query
  • Healthcare
  • Real estate
  • Retail
  • Manufacturing

The problem

A model is handed over and six months later nobody dares change it. The one person who understood it has moved on, and the reports slowly drift back to Excel.

What we build

Cohort-based training for finance people, taught by a chartered accountant who builds these models: data shaping, star-schema modelling, DAX for finance logic, report design and publishing. Where a model already exists, the exercises are done on it, so the team leaves able to maintain and extend what they own. Over 1,100 finance professionals have been through the open versions of these courses.

What you receive

  • Training plan matched to the team's starting level
  • Live sessions, recorded, with exercises on finance data
  • Working files and a manual the team keeps
  • A capstone on your own model where one exists
  • Certificate of completion per participant

What we need from you

The team's size and starting level, the tools they use today, and — if a model exists — a copy of it, so the exercises are on something real.

How it runs

  1. 1 · Understand
  2. 2 · Map
  3. 3 · Build
  4. 4 · Validate
  5. 5 · Train & hand over

What are you trying to fix?

Tell us in a few lines. We read every message and reply to the email you gave.

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No files needed. If a sample helps, we'll arrange a safe way to share it.