Explore the core principles of data analysis and how they apply in business and accounting settings, with an introduction to Power BI and its capabilities. In this unit you’ll:

• Learn key terminology and explore data analysis as both a concept and a process
• Identify how data analytics can add value in business and accounting scenarios
• Review Power BI’s components, versions, and how they interact
• Understand the types of data organisations manage and the importance of data quality and governance

Discover how to prepare and transform data effectively in Power BI using the Query Editor and a range of essential techniques.

In this unit you’ll:

• Use the Query Editor to import data from various sources and set appropriate data types
• Establish relationships between datasets and assess overall data quality
• Identify and resolve common data issues such as missing or duplicate entries
• Transform datasets by filtering, aggregating, subsetting, adding columns, and merging data using different joins

Learn how to design effective reports and dashboards in Power BI, with practical guidance on visuals, interactivity, and using DAX for custom calculations.

In this unit you’ll:

• Create basic reports and analyse key elements and visuals
• Design interactive dashboards with filters, buttons, bookmarks, and drill-down features
• Use DAX to build calculated columns and measures
• Apply best practices for efficient Power BI use and dashboard organisation

Learn how to communicate insights clearly through impactful data visualisations and dashboard storytelling for business audiences.

In this unit you’ll:

• Apply principles of effective dashboard design and structure
• Translate data analytics into business-relevant language and context
• Present dashboards to highlight key messages and support decision-making
• Use data storytelling techniques to enhance the clarity and impact of your findings

This course is tailored for those in finance at various stages of their professional journey, from entry-level to experienced. It's ideal for those familiar with Excel who are eager to enhance their capabilities in data analytics and visualisation, serving as a foundational starting point for more advanced, data-driven roles.

The course is suitable for a wide array of positions including Finance Controllers, Auditors, Accountants, Finance Managers, and roles in analytics and sales.

You study online at your own pace while following a structured path.

• Register your interest

If you’re based outside the UK please go to the Kaplan Learning website to purchase the programme and use the following URL:

• Register your interest