Training Automated Financial Reporting - Accelerate Your Professional Analyses

$2,310

  • 2 days
  • Onsite
  • 10 people max.
Ref: DEV492
10 people max.
$2,310
In-company rate: from $4,190 for the whole team
On-site and certification exam on quote
2 days
Onsite

Don't let this gap widen

Why this program matters

  • Without automated financial reporting, 70% of analysts spend more than 40% of their time on repetitive manual tasks, generating factual errors that impact up to 5% of profit margins according to Gartner.

  • Delays in strategic reports expose companies to estimated losses of 250 000€ annually per finance department, hindering agile decisions against the competition.

  • Your career stagnates without these expert BI skills, risking obsolescence against tools like Power BI and Tableau that are ubiquitous in 85% of Fortune 500.

  • Master them now to secure performance and professional advancement.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

Trusted by — schools, companies and industrial groups

40,860 programs · 25 countries

  • Aptar
  • ArcelorMittal
  • Equans
  • EDF
  • Ubisoft
  • Microsoft

Every program built with a dedicated engineer

  • OpenAI
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  • Mistral AI
  • NVIDIA
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  • Microsoft Dynamics 365
  • Salesforce
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  • SAP
  • Oracle
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  • Palo Alto Networks
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  • Snowflake
  • OVHcloud
  • Notion
  • AMD
  • Apple

Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft and Microsoft.

Automated Financial Reporting training objectives

  • Master Power BI to automate professional financial reporting in the enterprise
  • Develop interactive dashboards with Tableau to optimize analytical skills
  • Implement automated data pipelines for certifiable BI training
  • Design advanced visualizations tailored to strategic financial challenges
  • Optimize DAX query performance and LOD calculations for real-time reports
  • Set up alerts and automated publications to enhance professional competitiveness

Automated Financial Reporting curriculum: 2 modules over 2 days

Module 1 : Automated Financial Reporting: Advanced Data Modeling with Power BI (Complex DAX, Multidimensional Relationships)

Discover expert modeling techniques in Power BI to transform raw financial data into optimized structures, through practical exercises on real company accounting databases, implementation of advanced DAX measures like CALCULATE and TIME INTELLIGENCE, creation of star schema relationships to accelerate queries, performance tests on large datasets of 1 million rows, and delivery of a reusable model certifying your professional automation skills, while integrating concrete cases of budget forecasting.

Module 2 : Automated Financial Reporting: Dynamic Dashboards and Automation with Tableau (LOD Calculations, Cloud Publications)

Dive into creating ultra-performant interactive financial dashboards with Tableau, applying advanced LOD calculations for real-time KPIs like ROE and EBITDA, exercises on automation via Tableau Prep and Server for daily refreshes, integration of multiple sources including ERP and SQL, development of visual storytelling for executive reports, configuration of email alerts on critical thresholds, and finalization of a complete deliverable deployable in production, strengthening your BI skills for immediate strategic decisions in the enterprise.

How Automated Financial Reporting skills are assessed

  • Advanced technical quiz on DAX and LOD with automated scoring
  • Real case study: automation of an annual financial report
  • Personal project evaluated by experts with certifying feedback

How the Automated Financial Reporting course is taught

  • Hands-on practical exercises in remote format with live screen sharing
  • Real business cases from finance and retail sectors
  • Unlimited video support and post-training resources accessible for 6 months
  • Individualized Q&A sessions to anchor expert skills

Automated Financial Reporting training: access and practical arrangements

The Training Automated Financial Reporting - Accelerate Your Professional Analyses program is delivered onsite or remote (blended-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 - Accelerate Your Professional Analyses 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 - Accelerate Your Professional Analyses 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

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

How Learni guarantees the quality of your Automated Financial Reporting training

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.

A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

Automated Financial Reporting: frequently asked questions

Which tools are used in Automated Financial Reporting training?+
Hands-on work runs on complex DAX, multidimensional Relationships, LOD Calculations and cloud Publications. Those tools come from the Automated Financial Reporting program itself, delivered on site over 2 days, so participants practise on the stack they will use at work.
What can participants do after Automated Financial Reporting training?+
They can master Power BI to automate professional financial reporting in the enterprise, develop interactive dashboards with Tableau to optimize analytical skills and implement automated data pipelines for certifiable BI training. Those are the stated objectives of the Automated Financial Reporting program at Expert level, checked by the end-of-session assessment.
What does the Automated Financial Reporting program cover, day by day?+
Day 1: Automated Financial Reporting: Advanced Data Modeling with Power BI (Complex DAX, Multidimensional Relationships). Day 2: Automated Financial Reporting: Dynamic Dashboards and Automation with Tableau (LOD Calculations, Cloud Publications). The Automated Financial Reporting program runs over 2 days, delivered on site.
How is Automated Financial Reporting training assessed?+
Assessment relies on advanced technical quiz on DAX and LOD with automated scoring, real case study: automation of an annual financial report and personal project evaluated by experts with certifying feedback. Learni issues a completion certificate together with the individual assessment report at the end of the Automated Financial Reporting program, which an L&D team can file as evidence.
How much does Automated Financial Reporting training cost per participant?+
Automated Financial Reporting training costs $2,310 per participant. For an in-company team, the flat rate starts at $4,190 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does Automated Financial Reporting training take?+
2 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for Automated Financial Reporting training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before Automated Financial Reporting training?+
Advanced mastery of Excel (pivot tables, Power Query), intermediate SQL, experience with Power BI or Tableau, knowledge of DAX or advanced calculations.
Is a certificate issued after Automated Financial Reporting training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
Does Learni provide the equipment for Automated Financial Reporting training?+
No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.
Your professional training, anywhere

Let's build your Automated Financial Reporting learning path.

30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.

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