Financial Analysis in Power BI
Build financial dashboards and forecasts in Power BI
This course introduces practical financial analysis using Power BI, blending core finance concepts with hands-on dashboarding and data modelling so learners can turn spreadsheets into interactive reports and visualizations. It emphasizes applied techniques—from cash-flow interpretation to forecasting—within the Power BI environment to support real decision-making.
By course end, learners should be able to build interactive financial dashboards, implement DAX-based measures, run what-if and scenario analyses, and apply time-value-of-money and capital-budgeting methods inside Power BI. The curriculum focuses on actionable skills—including AI-enabled visuals and forecasting—so practitioners can produce clear financial insights and presentable reports for business or personal investment decisions.
At a Glance
Financial Analysis in Power BI is a DataCamp course that teaches basic and intermediate finance skills and how to apply them using Power BI.
It covers dashboard design, AI-driven visualizations, what-if parameter scenarios, time value of money, and capital budgeting to help learners build practical financial analyses in Power BI.
| Level | Intermediate |
| Rating | 4.9 out of 5 |
| Duration | 4+ hours |
| Languages | English |
| Learners | Not disclosed |
| Certificate | Statement of Accomplishment |
| Access | Access for as long as your subscription is active |
| Course includes |
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| Price | Included with subscription |
What This Course Teaches
The course frames outcomes as practical, measurable competencies so learners can complete real-world financial analysis tasks inside Power BI.
By course end, learners can build interactive financial dashboards, analyze cash flows using time-value calculations, run what-if scenarios and sensitivity analyses, apply capital budgeting methods, and integrate AI-driven visualizations in Power BI.
How the Course Is Structured
The course is organized as a short, module-based syllabus that moves from practical dashboard construction to financial modelling and investment evaluation in Power BI.
Overall the syllabus contains 4 modules and runs about 4+ hours in total, presented as video lessons with integrated Power BI exercises.
Curriculum overview
01 Financial Dashboards ▾
Introduces dashboard design in Power BI, selecting visuals, and assembling interactive reports that surface core financial metrics and KPIs.
02 What If ▾
Covers creation and use of what-if parameters to run scenario analysis and test sensitivities within Power BI models.
03 Time Value of Money ▾
Explains present and future value concepts and applies time-value-of-money calculations to analyze cash flows in Power BI.
04 Capital Budgeting ▾
Introduces capital budgeting techniques such as NPV and IRR and demonstrates how to model investment decisions in Power BI.
Audience & Requirements
The course is aimed at professionals who need to analyze and communicate financial data using Power BI, including financial analysts, business-intelligence practitioners, data scientists, and finance-focused analysts looking to add BI skills.
It fits learners who want practical, report-driven finance capabilities in Power BI rather than a purely theoretical finance curriculum.
- Financial analysts who build and present periodic reports and forecasts.
- Business intelligence professionals adding finance-focused dashboards to their portfolio.
- Data scientists or analysts who need to translate financial models into visuals.
- Finance practitioners upskilling to use Power BI for investment and capital decisions.
- Prior proficiency in DAX (e.g., completion of an intermediate DAX course).
- Experience with data modelling in Power BI (or completion of a data-modelling course).
- Access to Power BI (Power BI Desktop) to build and test dashboards.
Final Verdict
Overall, this course is a practical, cost-effective choice for finance and BI professionals who use Power BI and need hands-on skills in dashboarding, scenario analysis, and capital budgeting.
Given its strong platform rating and inclusion with a subscription, it offers good value for learners who intend to take multiple platform courses, and the Statement of Accomplishment is a useful professional-development credential; however, complete the recommended DAX and data-modelling prerequisites first if you lack that background to ensure you can follow the syllabus and exercises.
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