Course Overview
Modern finance teams are expected to move beyond spreadsheets and provide fast, data-driven insights to leadership. Power Pivot and DAX extend Microsoft Excel into a powerful analytics platform capable of handling complex financial models, large datasets, and advanced calculations.
In this mentor-led programme, learners explore how to design scalable financial data models using Power Pivot and create advanced calculations using Data Analysis Expressions (DAX). Through practical scenarios, participants will build automated financial reports, analyse trends, and connect multiple datasets to create reliable business intelligence outputs.
By the end of the course, participants will confidently design financial dashboards, optimise reporting workflows, and implement structured financial models that support forecasting, performance analysis, and management reporting.
Hands-On Learning
Participants build financial models, DAX measures, and automated reporting dashboards using realistic finance datasets.
Mentor-Led Sessions
Experienced mentors guide learners through financial modelling challenges, formula design, and real-world reporting scenarios.
Career-Ready Skills
Develop advanced Excel analytics capabilities widely used in modern finance and FP&A teams.
Learning Outcomes
Design scalable financial data models
Analyse financial performance using DAX
Implement automated reporting workflows
Evaluate financial trends using time intelligence
Communicate insights through interactive dashboards
Lead data-driven financial reporting initiatives
Prerequisites
Basic Microsoft Excel knowledge
Familiarity with financial reporting concepts
Experience working with spreadsheets or datasets
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- Course orientation and finance analytics goals
- Power Pivot overview for finance teams
- Understanding the Excel data model
- Preparing datasets for analysis
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of Power Pivot & DAX for Finance, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
Yes. DAX formulas are explained step-by-step and designed for finance professionals familiar with Excel.
Ready to Start Your Learning Journey?
Take the next step in your professional development