Contents
The finance function in transition: data analytics & performance measurement
- The main finance processes and their significance.
- Measurement dimensions such as quality, time and costs.
- Key performance indicator (KPI) systems and the advantages and disadvantages of company management with KPIs.
- The different reporting types and rhythms.
- Management reporting: structure and information.
- The effective report: attachments, graphics, tables, diagrams.
Structuring complex problems
- The different types of problems.
- Hypothesis-based working method: Definition, verification, measurement criteria and interpretation of results.
- Using SCQ (Situation, Complication, Question) and SOGI (Sector, Organization, Group, Individual) to structure problems and communicate solutions clearly.
- Completeness and freedom from overlaps in problem structuring ("MECE" principle).
- Development of analysis grids as a tool for analyzing, synthesizing and solving problems.
Big Data Analytics with Microsoft Power BI (basic training, no prior knowledge required)
- Overview of Microsoft Office 365 tools including their integration options.
- Introduction to Power Query.
- Automated data queries from tables and folders.
- Connection of different data sources and formats.
- Power Query Basics: Data connection and automated data preparation and cleansing.
- Basics of the DAX programming language.
- Creation of table relationships (incl. date tables).
- Data visualization and reporting design.
- Publish reports - Set up user groups.
Financial storytelling - communicating results effectively and with a suitable story
- Effective communication according to the pyramid principle.
- Specify vs. justify.
- Development of a structured decision template and presentation.
- Meaningful key statements.
- The background to storytelling.
- Storyboards for presentations.
Learning environment
Your benefit
You will acquire important future skills for the financial sector in three compact days:
- Problem-solving skills: You will be trained in the methods used by leading global management consultancies to structure, analyze and ultimately solve problems.
- Big Data Analytics: You will learn the basics of Microsoft Power BI and will be able to integrate them into your everyday work in the context of process automation, automated data preparation and visualization immediately after the training . This is a basic training course for which you do not need any prior knowledge.
- Financial storytelling: You will learn how to apply the pyramid principle in your daily work and presentations, enabling you to communicate in a way that is tailored to your target group and needs.
Please bring your laptop with you.
Microsoft PowerBI Desktop must be installed and functional.
Methods
trainer, individual exercises, practical case studies, work aids and checklists, discussion and exchange of experience.
Recommended for
Specialists and managers in finance, controlling and accounting, private equity portfolio managers, management consultants and interim managers.
Further recommendations for "Data-based problem solving with Power BI & storytelling in finance"
Seminar evaluation for "Data-based problem solving with Power BI & storytelling in finance"







35440
Start dates and details

Wednesday, 02.07.2025
09:00 am - 5:00 pm
Thursday, 03.07.2025
09:00 am - 5:00 pm
Friday, 04.07.2025
09:00 am - 5:00 pm
Monday, 01.09.2025
10:00 am - 6:00 pm
Tuesday, 02.09.2025
09:00 am - 5:00 pm
Wednesday, 03.09.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Monday, 01.12.2025
10:00 am - 6:00 pm
Tuesday, 02.12.2025
09:00 am - 5:00 pm
Wednesday, 03.12.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Wednesday, 04.03.2026
09:00 am - 5:00 pm
Thursday, 05.03.2026
09:00 am - 5:00 pm
Friday, 06.03.2026
09:00 am - 5:00 pm
Monday, 20.04.2026
10:00 am - 6:00 pm
Tuesday, 21.04.2026
09:00 am - 5:00 pm
Wednesday, 22.04.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Monday, 06.07.2026
09:00 am - 5:00 pm
Tuesday, 07.07.2026
09:00 am - 5:00 pm
Wednesday, 08.07.2026
09:00 am - 5:00 pm
Monday, 31.08.2026
10:00 am - 6:00 pm
Tuesday, 01.09.2026
09:00 am - 5:00 pm
Wednesday, 02.09.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.