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Power BI for Real-Time Financial Insights

Happening in 27 days

Building powerful financial dashboards that integrates AI with Live Market Data in Power BI.


Power BI for Real-Time Financial Insights

Workshop Details

Medium: Online

Date: 2025-12-2 to 2025-12-4 (3 days)

Time: 09:00 to 15:00 GMT+7

This course transforms financial analysis by integrating Artificial Intelligence (AI) capabilities directly within the Power BI ecosystem. Participants will learn to connect to live financial data sources like the Sectors API, perform robust data transformation, and build sophisticated data models.

Syllabus

Artificial Intelligence in Power BI

  • Real-World AI Use Cases in Financial Analysis
  • Getting Started with Power BI Desktop
  • How AI fits into the Power BI Ecosystem

Connecting to Live Financial Data with Sectors API

  • Overview of Sectors Financial API
  • Connecting Power BI to Sectors Financial API
  • Data Extraction and Initial Exploration
  • Power Query Editor for Finance

Financial Visualizations

  • Revenue and Profit Analysis
  • Time-Based Trends
  • Expense and Segment Breakdowns
  • Geo Maps for Regional Performance

Hierarchical & Interactive Visuals

  • Table and Matrix for Financial Reports
  • Customizing Combo Charts for KPI Comparisons
  • Bookmarks, Tooltips, Drill-throughs for Interactive Finance

DAX for Finance Professionals

  • DAX Calculations
  • Common Financial Metrics (YoY Growth, MoM, CAGR)
  • Using Quick Measures for Business Logic

AI Visuals in Power BI

  • Decomposition Tree: Root-Cause Analysis
  • Natural Language Queries with Q&A
  • Smart Narratives and Anomaly Detection

Financial Storytelling with AI

  • Interpreting Smart Narratives for Stakeholders
  • Anomaly Alerts in Revenue & Expense Fluctuations
  • Ethical Considerations in AI Explanations
  • Merging Narrative AI with Visualization Context

Running Financial Models with Python in Power BI

  • Configuring Python in Power BI Desktop
  • Building Simple Predictive Models (e.g., Forecasting)
  • Running Python Scripts in Power Query
  • Embedding Python Outputs in Dashboards

Publishing AI-powered Financial Dashboards

  • Design Best Practices for Financial Dashboards
  • Report Deployment via Power BI Service
  • Optimizing DAX and Queries for Speed
  • Data Governance: Row-Level Security

Your Instructor

Muhammad Dzaky Jayalaksono

Muhammad Dzaky Jayalaksono

Business Intelligence Instructor

Dzaky has a strong proficiency in the business analytics and business intelligence domain. He is highly regarded for his ability to orchestrate end-to-end business intelligence processes, and in his ability to help company leaders make the best out of their data assets.

What You Will Receive

  • Certificate of Completion
  • Workshop Materials
  • Coffee and Meals
  • Post-Workshop Support
  • Access to Sectors Financial AI and 3,000 API Credits

Investment Cost

IDR 5.550.000

Our Curriculum is designed with care , ensuring you gain practical skills and knowledge immediately applicable to real-world data science scenarios.

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Power BI for Real-Time Financial Insights - AI Workshops by Algoritma