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Courses / Quant Academy / Power BI for Finance
📘 Beginner ⏱ 30 Hours

Power BI for Finance

Course Overview

Power BI for Finance (30h) is a practical, career-focused course designed to help learners transform financial data into meaningful interactive dashboards, reports, and business insights using Microsoft Power BI.

এই কোর্সে learners শিখবে কীভাবে Excel, CSV এবং অন্যান্য data sources থেকে financial data import, clean, transform এবং analyze করে professional Finance Dashboard তৈরি করতে হয়। পাশাপাশি financial KPIs, revenue, expenses, profit, cash flow, budget vs actual এবং financial performance analysis-এর জন্য Power BI ব্যবহার শেখানো হবে।

Course Objectives

এই course শেষে learners পারবে:

  • Power BI-এর fundamentals confidently use করতে
  • Excel/CSV থেকে financial data import করতে
  • Power Query দিয়ে data cleaning ও transformation করতে
  • Financial data model তৈরি করতে
  • Tables ও relationships properly manage করতে
  • DAX formulas ব্যবহার করে financial calculations করতে
  • Revenue, Cost, Profit এবং Margin analysis করতে
  • Budget vs Actual performance analyze করতে
  • Interactive charts, KPI cards ও financial dashboards তৈরি করতে
  • Management-এর জন্য professional financial reports তৈরি করতে
  • Business data থেকে actionable insights বের করতে
  • Finance-related reporting ও decision-making আরও efficient করতে

Course Curriculum

Module 01: Introduction to Power BI

  • Power BI Overview
  • Power BI Desktop Interface
  • Power BI for Finance & Business
  • Data Sources and Connectivity
  • Importing Financial Data

Module 02: Data Cleaning with Power Query

  • Understanding Power Query
  • Removing Errors & Duplicates
  • Handling Missing Data
  • Data Type Transformation
  • Merge & Append Queries
  • Cleaning Financial Statements
  • Preparing Data for Analysis

Module 03: Data Modeling for Finance

  • Understanding Data Models
  • Tables & Relationships
  • Primary Key & Foreign Key
  • Star Schema Basics
  • Date Table
  • Financial Data Model Design
  • Best Practices for Finance Reporting

Module 04: DAX for Financial Analysis

  • Introduction to DAX
  • Calculated Columns vs Measures
  • SUM, AVERAGE, COUNT & DISTINCTCOUNT
  • CALCULATE & FILTER
  • IF & SWITCH
  • Time Intelligence Basics
  • YTD, MTD & Previous Period Analysis
  • Financial KPIs using DAX

Module 05: Financial Data Analysis

  • Revenue Analysis
  • Expense Analysis
  • Gross Profit & Net Profit
  • Profit Margin Analysis
  • Sales Performance Analysis
  • Cost Analysis
  • Budget vs Actual Analysis
  • Variance Analysis
  • Monthly & Yearly Performance

Module 06: Finance Dashboard Development

  • KPI Cards
  • Charts & Visualizations
  • Slicers & Filters
  • Interactive Financial Reports
  • Revenue Dashboard
  • Expense Dashboard
  • Profitability Dashboard
  • Cash Flow Dashboard
  • Budget vs Actual Dashboard

Module 07: Advanced Reporting & Presentation

  • Drill-down & Drill-through
  • Tooltips
  • Conditional Formatting
  • Dynamic Reports
  • Dashboard Navigation
  • Report Optimization
  • Professional Dashboard Design
  • Presenting Financial Insights

Module 08: Practical Finance Project

  • Real-world Financial Dataset
  • Data Cleaning & Transformation
  • Financial Data Modeling
  • DAX Calculations
  • KPI Development
  • Interactive Finance Dashboard
  • Final Financial Reporting Project

Practical Projects

Course-এর মধ্যে learners কয়েকটি real-world project-এর মাধ্যমে practice করবে, যেমন:

  • Sales & Revenue Dashboard
  • Expense & Cost Analysis Dashboard
  • Profit & Loss Dashboard
  • Budget vs Actual Dashboard
  • Financial KPI Dashboard

Who Should Take This Course?

এই courseটি বিশেষভাবে উপযোগী:

  • Finance & Accounting Professionals
  • Financial Analysts
  • Accountants
  • Business Analysts
  • Management Professionals
  • Entrepreneurs & Business Owners
  • Students & Fresh Graduates
  • যারা Excel থেকে advanced financial reporting-এ যেতে চান
  • যারা Data Analytics বা BI career শুরু করতে চান

Prerequisites

এই course শুরু করার জন্য advanced programming knowledge প্রয়োজন নেই।

Basic Excel, Accounting এবং Financial concepts সম্পর্কে ধারণা থাকলে শেখা আরও সহজ হবে। তবে beginners-রাও step-by-step practical training-এর মাধ্যমে Power BI শিখতে পারবে।

What You Will Learn

By completing this 30-hour Power BI for Finance course, you will be able to turn raw financial data into interactive dashboards and decision-ready reports.

আপনি financial data analyze করে management-এর জন্য clear insights তৈরি করতে পারবেন এবং modern finance reporting-এর জন্য Power BI effectively ব্যবহার করতে পারবেন।