Finance

Power BI & AI for Finance and Management Control

Develop a concrete mastery of Power BI and AI in the service of finance and management control professions.

In 2 days, learn how to import, transform, model, and visualize your business data in Power BI. Explore the benefits of artificial intelligence (Copilot, assisted exploration, intelligent visuals) to automate your analyses and accelerate decision-making. Thanks to a common business case, you structure your dashboards and interactive reports step by step, by gradually integrating AI elements for more performance and business value.

schedule

2 days

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Face-to-face

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Reference — 2002.1

event

September 25-26 2025, Paris

ENROLLMENT
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What you are going to learn

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Understand the basic concepts of Power BI and its possible application in finance and management control

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Use AI (Copilot, data mining, intelligent visuals) to create and develop a dashboard

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Build a structured data model and use the basics of the DAX language to automate calculations.

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Create interactive visualizations and dynamic reports to effectively manage the business.

What profiles is the training aimed at

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You use dashboards and want to discover the power of Power BI and AI.

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You work in a head office or a BU, at a central or operational level.

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You are autonomous with Excel and want to switch to a more interactive and automated tool.

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You manage financial or operational indicators and want to better visualize your data.

The strengths

      • Concrete practical work on a management control data set
        • Educational progression adapted to non-technical profiles
          • Direct application to business KPIs (expenses, products, budgets, differences, etc.)
          • Supplied supports, files, and templates

Training program

1. Introduction to Power BI for management control

2. Connecting and Importing Data

3. Data Cleaning and Transformation

4. Data modeling

5. Introduction to the DAX Language

6. Creating relationships with AI

A training course that can be financed 100% via OPCO

Our organization is Qualiopi certified, which allows you to benefit from total or partial support for your training.

Several mechanisms can finance your skills development:
OPCO, Pôle Emploi, company training plans, or even public subsidies.

Need help identifying the right solution for your situation?
Contact us, we will guide you step by step.

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Our learners talk about Prime Elevate

A day that transformed my vision of data analysis. Thank you to the entire Prime Elevate team for their pedagogy, their kindness and this great energy.

Data Analyst
SportsTech

Training: Data & Alteryx

Congratulations to the trainers, who are very educational and have mastered their subjects. The session was of a high quality, and very interactive. Thanks!

Financial director
Bank

Training: Power BI for financial decision makers

Quality training, presenting a lot of innovation in periodic reports.

Management controller
Insurance

Training: Business KPIs and Process Automation

Customized intra-company training

Our programs are available inter- or intra-company, and adaptable to your business challenges. A concrete opportunity to make your employees grow... and your company.

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Why Prime Elevate?

Prime Elevate is much more than a training catalog: it is a strategic lever for transformation for your teams. We combine field expertise, tailor-made support and active pedagogy to sustainably anchor skills. Thanks to a hybrid, concrete and certified approach, we train professionals who are operational, autonomous and ready to meet the challenges of tomorrow.

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Fast transformation

Our courses are designed to respond to the accelerated changes in the market, by developing skills that can be directly mobilized.

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Need for agility

We offer modular and flexible formats, designed to adapt to your operational challenges and your organization.

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Autonomy required

We make your employees change agents, capable of mastering the tools and initiating the transformation of their practices.

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Qualiopi certification

Our processes are Qualiopi certified, guaranteeing a high level of educational requirements and simplified access to OPCO funding.

Our other Data & AI courses

Do you want to go further or train other profiles in your team?
We offer a catalog of complementary training courses, designed to quickly develop operational skills.

Power BI - Beginner Level

Understand the basics of BI, create interactive dashboards, and manage your data independently

LEARN MORE
Alteryx Designer - Beginner Level

Automate data processing without coding, thanks to an intuitive interface and visual workflows.

LEARN MORE
Excel VBA for Financiers

Create tailor-made tools in Excel, automate your complex files and save time on a daily basis

LEARN MORE
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