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Training Automated Financial Reporting 2026 - Automate Expert BI Reports

Ref: ODM775
10 people max.
5500€ HT / per person
−15% from 2 people−30% from 3 people−50% from 5 people
Pay in 3 installments · +$170/day onsite · +$500 with certification exam
5 journées
distanciel

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Learning objectives

  • Master expert automation of financial reporting in certified professional training
  • Develop advanced BI pipelines for predictive 2026 reports in the company
  • Design interactive dashboards optimized for real-time financial analysis
  • Implement DAX scripts and advanced calculations to boost BI skills
  • Optimize financial data flows with Power BI and Tableau for productivity gains
  • Deploy scalable business intelligence solutions tailored to 2026 challenges

The Learni story

Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.

Don't let this gap widen

Why this program matters

  • Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.

  • Organizations that don't train their talents on key topics see their competitiveness drop.

  • Every quarter without training is a gap widening with competitors who invest.

  • The cost of inaction quickly exceeds that of well-targeted training.

Allan Busi
Allan Busi

Learni Trainer · Expert

73%productivity gap
×3cost of inaction

Program

Module 1Fundamentals of Automated Financial Reporting: Advanced Power BI Pipelines (Expert DAX Modeling)

Dive into complex financial data modeling with Power BI, set up automated ETL pipelines to import IFRS accounting flows, perform practical exercises on real company datasets, test optimized DAX queries for multidimensional analyses, produce a first prototype of an automated report deliverable at the end of the day, consolidate professional skills through concrete quarterly reporting cases.

Module 2Visualization for Automated Financial Reporting: Interactive Tableau Dashboards (Predictive 2026)

Explore Tableau to create advanced visualizations of financial KPIs, integrate Python scripts for automated forecasting, conduct practical workshops on volatile budget scenarios, deploy drill-through actions for deep insights, generate responsive dashboards adapted for executive mobile use, validate through group peer-review, obtain production-ready deliverables for business intelligence.

Module 3Automation for Automated Financial Reporting: Gateways and Refreshes in Power BI/Tableau (Enterprise Scalability)

Configure secure gateways for daily automated data refreshes from ERP systems, simulate SAP/Oracle integrations via hands-on exercises, optimize performance with advanced partitioning, test proactive alerts on financial variances, develop VBA macros for customized PDF/Excel exports, analyze logs for expert troubleshooting, produce a complete automated workflow as the session's final deliverable.

Module 4Advanced Automated Financial Reporting: Integrated AI and ML in BI (2026 Predictions)

Integrate Azure ML into Power BI for predictive cash-flow modeling, apply ARIMA algorithms to financial time series via guided workshops, merge multi-source datasets for advanced what-if analyses, train custom models in real-time, visualize interactive forecasts with Tableau Prep, evaluate accuracy using ROC/AUC metrics, generate a 2026 predictive report as a key professional artifact.

Module 5Deployment of Automated Financial Reporting: Secure BI Governance (Power BI Service/Tableau Server)

Deploy solutions to production with RBAC and data lineage, secure access via Azure AD multi-factor authentication, monitor usage with Performance Analyzer, migrate legacy reports to hybrid cloud automations, conduct GDPR compliance audits for finance, present final projects in an executive pitch, receive Qualiopi certification validating expert skills in enterprise automated reporting.

Evaluation method

  • Advanced DAX/Tableau technical quizzes with 90% scoring
  • Real case studies on anonymized financial datasets
  • Final automated project evaluated by certified BI experts

Learning method

  • Practical projects on real company financial data
  • Intensive hands-on workshops with Power BI/Tableau tools
  • Quantified case studies of successful BI transformations
  • 2026 predictive simulations for immediate applications

Methods, materials and delivery

The Training Automated Financial Reporting 2026 - Automate Expert BI Reports program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Automated Financial Reporting 2026 - Automate Expert BI Reports program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Automated Financial Reporting 2026 - Automate Expert BI Reports program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.

Verified reviews

What our learners

4.9 · +100 verified reviews
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
★★★★★

« cool, j'ai appris des trucs »

TomFormation AWS — Cloud Practitioner
★★★★★

« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »

Eva CarpentierFormation LLM en Entreprise — Claude, ChatGPT, Mistral
★★★★★

« la formation dev etait intense mais grave bien. merci Anthony Khelil »

NolanDWWM - Développeur Web et Web Mobile
★★★★★

« 😊👍 »

AmbreDWWM - Développement Web & Mobile React
★★★★★

« bien 👍 »

Léo BlanchardFormation AWS — DevOps Engineer Professional
★★★★★

« Allan Busi t'es au top, continue comme ça. formation géniale »

MargotFormation Claude & ChatGPT — Comparatif et Cas d'Usage
Read all reviews
Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

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