Instructor
Tom Fragale
Category
MS Excel
Date
Sept. 23, 2026
Time
1 PM EST | 10 AM PST | Wednesday | 60 Minutes
Power BI Financial Reporting & Financial Analysis: A to Z
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.
Why You Should Attend?
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.
Software used:
The instructor will be using the following versions of software, if they are used in this webinar.
For Word, PowerPoint, Excel, Outlook, Access and Teams – Microsoft365
https://www.microsoft.com/en-us/microsoft-365
For PowerBI – the Desktop version
https://www.microsoft.com/en-us/download/details.aspx?id=58494
For Copilot – the copilot add on
https://www.microsoft.com/en-us/microsoft-365/copilot/pricing
For ChatGPT – a paid version of ChatGPT
https://chatgpt.com/
For Claude – a paid version of Claude
https://claude.ai/login?from=logout
The free versions of these programs are fine to start with.
But they are limited. The instructor will be using the versions listed here, which may have capabilities not available in the free versions.
SHRM Certified
HRtrainup is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.00] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.
• 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 from-
• Business owners
• CEO’s / CFO’s / CTO’s
• Managers of all levels
• Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Self Employed
• HR
• Project Managers
• Office workers
Tom Fragale
Microsoft Certified Trainer
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. 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 project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, 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. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
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