Course Detail(BAR2.1 : Business Analytics and Reporting with Power BI (Blended Learning))

UTAP Funding

BAR2.1 : Business Analytics and Reporting with Power BI (Blended Learning)

28.00 CPE Hours (Category 5)
Blended Learning (with Live Webinar + Classroom)

To reduce the environmental impact and contribute to sustainability efforts, ISCA will contribute our part by eliminating the printing of course materials for selected courses with effect from 2023.

Tips: To make your paperless learning experience more enjoyable, you may bring along a digital device such as a Windows based laptops or tablets to read your online materials during the class. QR code will be provided in the class for you to download the materials in PDF.

Join us and be a Difference Maker!

 


For more information on how to access and use the E-Learning Course, please download a copy of the user guide here

Please along a thumbdrive to save your excel files. Alternatively, you may access to the LMS to download your files before your BAR course.

 

The course content has been revised and duration has been changed to 3 days. This programme will be delivered through blended learning and includes an e-learning module with self-practice exercises, 3.5 hours live webinar and 3 days  face-to-face course with hands-on exercises. The AER e-learning module has to be completed before you attend the live webinar.

Software Installation and Laptop

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a Window laptop, pre-installed with Power BI and Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. Please https://powerbi.microsoft.com/en-us/downloads/ for more details.

(If you are using your work laptop, please contact your IT Support to arrange for installation if it is not pre-installed with Power BI.)

Programme Objective

Good action-oriented management reports are the basis for effective and successful businesses. Survey shows that 6 out of 10 CFOs in Singapore say their finance department devotes 50% or more of its time on grunt work of transaction processing and monthly closing activities, thereby hindering the generation of such action-oriented reports. 
 
This course shows you how to improve your productivity in reporting and analytical work by combining the various tools and features of Microsoft Excel to fulfill your monthly financial reporting, financial analysis and budgeting tasks. With this, the participant will be able to deliver high quality and timely reports and dashboards to support organizational reporting for more effective organizational decision making.

 

At the end of the course, participants will be able to:

  • Design an appropriate database to support all reporting requirements 
  • Build sustainable excel-based reporting models 
  • Develop interactive models for decision making 
  • Create value-adding Excel reports through use of visual and graphical skills 

Programme Outline

Please click here to view our BAR brochure.


1-Day (AER2.0) Introduction to Excel for Reporting (AER) (e-learning + live webinar) -  7-Hour

The AER programme is a prelude to the Business Analytics & Reporting (BAR) programme, providing in-depth knowledge of Excel functions such as Hlookup, Vlookup, offset, Index, IF, etc., which is crucial in optimizing learning during the BAR programme.
 
The AER version 2.0 programme consists of 3.5-hour of e-learning module with self-practice exercises and 3.5-hour of live webinar (Virtual classroom) training, is complimentary to participants who enroll for the full BAR programme.
 
Participants who are interested to find out more about AER may click on "Introduction to Excel for Reporting (AER2.0)" for more details.


2-Days Business Analytics & Reporting (BAR2.0) (Face to face) – 14 -Hour

The BAR programme will show participants how to combine the various advanced tools and features of Excel to automate and solve monthly financial reporting, financial analysis and budgeting tasks.

  • PART 1: Database creation, Advanced Excel Functions, Business Reporting Model
  • PART 2: Budgeting and Planning Cycle

Unlike other Excel driven courses, the BAR programme prides itself on being designed to be application-focused within an accounting context. This means that skills learnt can be readily deployed at the workplace and results can be immediate

1-Day Enhancing your Business Analytics Capability with Power BI (Face to Face) - 7 CPE Hour

This unique programme will show participants how to combine the various tools and features of Power BI to publish and share monthly financial reports.

  1. Getting Data, Shaping and Transforming Data
  2. Modeling and visualizations
  3. Publishing and Sharing

Unlike other Power BI courses, this 1-day Enhancing your Business Analytics Capability with Power BI, an extension of the BAR programme is designed to be application-focused within an accounting context. 

This means that skills learnt can be readily deployed at the workplace and the results can be immediate.
 

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology

This interactive workshop includes a 3.5-hour e-learning module with self-practice exercises and a 24.5-hour live webinar with computer hands-on exercises. 
 
Closing Date for Registration

1 Week before Programme or Until Full Enrolment

Intended For

This programme is especially suitable for CFOs, Financial Controllers, Analysts, Accountants, Finance Managers, Bankers, Businessmen who find generating reports too time-consuming and rigid for analysis purposes. This programme will also suit Business leaders who want to achieve a higher level of expertise for management reporting.

Competency Mapping

Category 5 = 28.00 Hours

Schedule & Fees

Date & Time

11 Mar 2024 (9:00 AM - 12:30 PM)
12 Mar 2024 (9:00 AM - 5:00 PM)
13 Mar 2024 (9:00 AM - 5:00 PM)
14 Mar 2024 (9:00 AM - 5:00 PM)

Registration is closed

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Wong Suet Yin

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

09 May 2024 (9:00 AM - 12:30 PM)
14 May 2024 (9:00 AM - 5:00 PM)
15 May 2024 (9:00 AM - 5:00 PM)
16 May 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Jasmine Ng

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

12 Jul 2024 (9:00 AM - 12:30 PM)
15 Jul 2024 (9:00 AM - 5:00 PM)
16 Jul 2024 (9:00 AM - 5:00 PM)
17 Jul 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Wong Suet Yin

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

20 Sep 2024 (9:00 AM - 12:30 PM)
23 Sep 2024 (9:00 AM - 5:00 PM)
24 Sep 2024 (9:00 AM - 5:00 PM)
25 Sep 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Dr Lim Thou Tin

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

06 Nov 2024 (9:00 AM - 12:30 PM)
12 Nov 2024 (9:00 AM - 5:00 PM)
13 Nov 2024 (9:00 AM - 5:00 PM)
14 Nov 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Jasmine Ng

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial


As a finance analyst, I would need to build cost models to present my findings. The course will be able to help
me to present my finding more efficient and I can use the template for different project as well.

Past Participant


This course is useful in helping me to automate the financial reports that will be useful for decision making
purpose.

Past Participant


Attending this course helps me in building my own interactive reports in future

Past Participant


very useful tool for showing users an overview which is interactive and easily sliced and diced to show different
views

Past Participant


The course is tremendous helpful in improving report preparation using excel and visualisation using power BI

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members.
 
To find out more on the UTAP funding and support validity period please click here.
 
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008

Programme Facilitator(s)


Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.


Jasmine Ng
CA (Singapore), FCCA, ACTA, DACE


Jasmine Ng is a Fellow member of the Association of Chartered Certified Accountants (ACCA) and a member of the Institute of Singapore Chartered Accountants (ISCA). She has over 18 years of extensive experience in the area of audit, accounting, financial analysis, business controlling, enterprise system implementation and training. She travelled extensively during the course of her work and gain exposure to different culture and work style.

She utilizes her creativity and real-world examples in conducting her training. Jasmine is passionately fond of training and always willing to share with others all that she knows. Her outgoing, pleasant personality and confident disposition have made her training all the more lively, fun and insightful.
 


Wong Suet Yin
CA (Singapore) 

 
Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). 
 
She has more than 20 years of working experience in the area of accounting, tax, project management and training. She held several management positions with large MNCs. Suet Yin is very passionate in training and is always ready to share her knowledge with others. She adopts a pragmatic real world approach during training and believes in 'fun - have a good time'.

To reduce the environmental impact and contribute to sustainability efforts, ISCA will contribute our part by eliminating the printing of course materials for selected courses with effect from 2023.

Tips: To make your paperless learning experience more enjoyable, you may bring along a digital device such as a Windows based laptops or tablets to read your online materials during the class. QR code will be provided in the class for you to download the materials in PDF.

Join us and be a Difference Maker!

 


For more information on how to access and use the E-Learning Course, please download a copy of the user guide here

Please along a thumbdrive to save your excel files. Alternatively, you may access to the LMS to download your files before your BAR course.

 

The course content has been revised and duration has been changed to 3 days. This programme will be delivered through blended learning and includes an e-learning module with self-practice exercises, 3.5 hours live webinar and 3 days  face-to-face course with hands-on exercises. The AER e-learning module has to be completed before you attend the live webinar.

Software Installation and Laptop

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a Window laptop, pre-installed with Power BI and Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. Please https://powerbi.microsoft.com/en-us/downloads/ for more details.

(If you are using your work laptop, please contact your IT Support to arrange for installation if it is not pre-installed with Power BI.)

Programme Objective

Good action-oriented management reports are the basis for effective and successful businesses. Survey shows that 6 out of 10 CFOs in Singapore say their finance department devotes 50% or more of its time on grunt work of transaction processing and monthly closing activities, thereby hindering the generation of such action-oriented reports. 
 
This course shows you how to improve your productivity in reporting and analytical work by combining the various tools and features of Microsoft Excel to fulfill your monthly financial reporting, financial analysis and budgeting tasks. With this, the participant will be able to deliver high quality and timely reports and dashboards to support organizational reporting for more effective organizational decision making.

 

At the end of the course, participants will be able to:

  • Design an appropriate database to support all reporting requirements 
  • Build sustainable excel-based reporting models 
  • Develop interactive models for decision making 
  • Create value-adding Excel reports through use of visual and graphical skills 

Programme Outline

Please click here to view our BAR brochure.


1-Day (AER2.0) Introduction to Excel for Reporting (AER) (e-learning + live webinar) -  7-Hour

The AER programme is a prelude to the Business Analytics & Reporting (BAR) programme, providing in-depth knowledge of Excel functions such as Hlookup, Vlookup, offset, Index, IF, etc., which is crucial in optimizing learning during the BAR programme.
 
The AER version 2.0 programme consists of 3.5-hour of e-learning module with self-practice exercises and 3.5-hour of live webinar (Virtual classroom) training, is complimentary to participants who enroll for the full BAR programme.
 
Participants who are interested to find out more about AER may click on "Introduction to Excel for Reporting (AER2.0)" for more details.


2-Days Business Analytics & Reporting (BAR2.0) (Face to face) – 14 -Hour

The BAR programme will show participants how to combine the various advanced tools and features of Excel to automate and solve monthly financial reporting, financial analysis and budgeting tasks.

  • PART 1: Database creation, Advanced Excel Functions, Business Reporting Model
  • PART 2: Budgeting and Planning Cycle

Unlike other Excel driven courses, the BAR programme prides itself on being designed to be application-focused within an accounting context. This means that skills learnt can be readily deployed at the workplace and results can be immediate

1-Day Enhancing your Business Analytics Capability with Power BI (Face to Face) - 7 CPE Hour

This unique programme will show participants how to combine the various tools and features of Power BI to publish and share monthly financial reports.

  1. Getting Data, Shaping and Transforming Data
  2. Modeling and visualizations
  3. Publishing and Sharing

Unlike other Power BI courses, this 1-day Enhancing your Business Analytics Capability with Power BI, an extension of the BAR programme is designed to be application-focused within an accounting context. 

This means that skills learnt can be readily deployed at the workplace and the results can be immediate.
 

Pre-requisites

Please take note of the following admission requirements:

  • Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
  • Mandatory for video camera to be turned on throughout the course
  • Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology

This interactive workshop includes a 3.5-hour e-learning module with self-practice exercises and a 24.5-hour live webinar with computer hands-on exercises. 
 
Closing Date for Registration

1 Week before Programme or Until Full Enrolment

Intended For

This programme is especially suitable for CFOs, Financial Controllers, Analysts, Accountants, Finance Managers, Bankers, Businessmen who find generating reports too time-consuming and rigid for analysis purposes. This programme will also suit Business leaders who want to achieve a higher level of expertise for management reporting.

Competency Mapping

Category 5 = 28.00 Hours

Programme Facilitator(s)

Dr Lim Thou Tin, DACE
 
Dr Lim Thou Tin is a business graduate with the National University of Singapore. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctor of business administration from Southern Cross University with current research interests in information systems and business modelling.

His work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives/projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia, and Thailand.

Jasmine Ng
CA (Singapore), FCCA, ACTA, DACE


Jasmine Ng is a Fellow member of the Association of Chartered Certified Accountants (ACCA) and a member of the Institute of Singapore Chartered Accountants (ISCA). She has over 18 years of extensive experience in the area of audit, accounting, financial analysis, business controlling, enterprise system implementation and training. She travelled extensively during the course of her work and gain exposure to different culture and work style.

She utilizes her creativity and real-world examples in conducting her training. Jasmine is passionately fond of training and always willing to share with others all that she knows. Her outgoing, pleasant personality and confident disposition have made her training all the more lively, fun and insightful.
 

Wong Suet Yin
CA (Singapore) 

 
Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). 
 
She has more than 20 years of working experience in the area of accounting, tax, project management and training. She held several management positions with large MNCs. Suet Yin is very passionate in training and is always ready to share her knowledge with others. She adopts a pragmatic real world approach during training and believes in 'fun - have a good time'.

Upcoming Schedule

Date & Time

09 May 2024 (9:00 AM - 12:30 PM)
14 May 2024 (9:00 AM - 5:00 PM)
15 May 2024 (9:00 AM - 5:00 PM)
16 May 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 1,853.00
For Non-Members: $ 2,223.60

Programme Facilitator(s)

Jasmine Ng

Venue

60 Cecil Street
ISCA House
Singapore 049709