Excel Financial Modeling & Power BI Fundamentals: Analytics Techniques, Dashboarding & Dynamic Business Insights
Venue: Sarova Woodlands Hotel, Nakuru-Kenya
Date: 7th - 12th September 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Build a strong foundation in Excel financial modeling and Power BI fundamentals to deliver analytics, dashboards, and dynamic business insights. This program teaches participants to create robust financial models, perform data analysis, and visualize results using Power BI. The curriculum covers spreadsheet best practices, scenario analysis, and Power BI data connectivity, modeling, and visualization. Through hands‑on exercises with real datasets, attendees will gain practical skills to transform raw data into actionable intelligence. This program is ideal for finance professionals, analysts, and business managers.
Objectives
- Build well‑structured financial models with clear assumptions and outputs
- Perform scenario and sensitivity analysis to evaluate business decisions
- Connect to data sources and transform data in Power BI
- Create data models and DAX measures for complex calculations
- Design interactive dashboards with slicers and drill‑through
- Publish and share reports via Power BI service
- Integrate Excel models with Power BI for enhanced insights
- Apply best practices for model auditing and error‑checking
- Communicate insights effectively through visualizations
Target Audience
- Financial analysts and FP&A professionals
- Business analysts and data analysts
- Excel users wanting to upgrade to Power BI
- Managers seeking data‑driven insights
- IT professionals supporting BI platforms
- Consultants in financial modeling and analytics
Methodology
- Hands‑on Excel and Power BI labs
- Financial modeling case studies
- Scenario analysis exercises
- Dashboard design workshops
- Data transformation with Power Query
- Peer review of models and dashboards
- Action planning for applying skills
