Power BI Financial Reporting & Financial Analysis: A to Z

Tom Fragale Instructor:
Tom Fragale 
Tuesday, February 10, 2026
10:00 AM PST | 01:00 PM EST
60 Minutes
Webinar ID: 503648

More Trainings by this Expert

Price Details
Live Webinar
$149 One Attendee
$299 Corporate Live
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

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

Who Will Benefit:
  • 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


Speaker Profile
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.


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