Software Skills - Transforming NHS Finance Data through Power Automate and Power BI

Time: 11.00 - 12.00 | This session is ideal for NHS finance professionals, including accountants, finance analysts, costing analysts and budget managers, who are looking to enhance their skills and understanding in automating financial reporting and analysis workflows.

  • 11:00AM – 05 June

    • CPD hours: 1
    Event is fullJoin waiting list

Sessions for this event are listed below:


In today's fast-paced healthcare environment, the ability to quickly and accurately collate, generate and notify of financial reports is more critical than ever. This session is designed to introduce you to the opportunity to learn techniques on Business Process Re-engineer and overcome the common challenges of time-consuming data collection, manual data transformation, and notifications processes that can be accomplished using Power Automate.

Course Objectives:

  • Understand the Fundamentals: Gain a solid foundation in Power Automate and Power BI, understanding flows, connectors, actions, capabilities, and how they can be applied to financial data management.
  • Automate Data Processes: Learn methods to automate data collection and processing workflows with Power Automate, reducing manual efforts and minimising errors.
  • Enhance Data Analysis and Reporting: Master the use of Power Automate and Power BI for transforming data, creating dynamic and informative financial outputs.
  • Streamline Collaboration: Discover how to use SharePoint, datasets and Power BI for collaborative report editing and review.
  • Implement Process Improvements: Equip yourself with the skills and techniques to identify inefficiencies in current business processes and leverage Power Automate and Power BI to implement effective solutions.
  • Key Features:
    • Hands-on Learning: Through practical exercises, you'll work with data to create automated workflows, transform data.
    • Transforming data approaches: Learn the differences between Extract Load Transform (ELT) and Extract Transform and Load (ETL)
    • Business Analysis techniques : introduction to techniques to elicit business process improvements such as CATWOE and process mapping.
    • Course Outcome: Upon completion, you will be aware of how to use Power Automate and Power BI to enhance the efficiency, accuracy, and accessibility of financial reporting with an awareness on how to use business analyse techniques to get the best out of Power Apps. Armed with these skills, NHS finance professionals will be better equipped to contribute to informed decision-making and strategic planning within their trusts/finance operations area.

Join us on this transformative journey to elevate NHS finance through the power of automation and data transformation.

Key software/apps required: