Power BI Financial Reporting & Financial Analysis: A to Z
February 10, 2026
10:00 AM PST | 01:00 PM EST
60 Minutes
712072
Group Attendees: Any number of participants
Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Financial reporting no longer has to be manual, time-consuming, or error-prone. In this one-hour, hands-on webinar, you’ll learn how to use Microsoft Power BI to transform your financial data into dynamic dashboards that deliver instant clarity and actionable insights.
We’ll explore how Power BI can automate key accounting and finance workflows - from monthly performance reports and budget variance tracking to KPI dashboards and profitability analysis. You’ll learn how to connect data from Excel, ERP systems, or cloud services, and build stunning visuals that bring your numbers to life. Whether you’re in finance, accounting, or business management, this session will guide you from data ? insight ? decision, helping you modernize your reporting process and deliver executive-ready analytics at the click of a button. Areas Covered in the Session:- How Power BI streamlines financial reporting and analysis end-to-end
- Building income statement, balance sheet, and cash-flow dashboards
- Tracking budget vs. actuals, variance, and trend analysis
- Automating month-end consolidation & refreshing data in real time
- Integrating Power BI with Excel and accounting systems
- Visual storytelling for finance - from static reports to interactive insights
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody who uses SQL on a regular basis, and want to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
