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 laptop, pre-installed with Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. For MAC/APPLE LAPTOP USER: Please DO NOT use MAC/Apple laptop for this training. If due to some reasons you must use a MAC/APPLE, then please standby another laptop with Windows.
Keep hearing about Power BI but don’t know where to start with?
Frustrated with the operational task that is repetitive, yet time consuming especially the need to consolidate various file for management report?
Keen to learn how to leverage Excel, Power Query and Power BI for easier reporting yet provide better insights and informed decision making?
Equipped yourself with Power Query will allow you to increase your productivity of using Excel. Power Query is an Excel add-in that allows users to pull data from various sources, i.e., Power Query able to provides a consolidated view of multiple financial data sources but not manually copy and paste the data.
Power Query Editor which is similar to Power Query is included in the Power BI Desktop which allow users to prepare an interactive reporting with the consolidates data from multiple sources which will provide a better consolidated view for presentation and analysis
With Excel equipped with Power Query and Power BI:
- Finance/Accounting data consolidation from various files with a click of button and more time available for analysis and decision making.
- One-time effort to create financial dashboard to extract and/or consolidate financial/accounting data from various systems or departments.
- Enhanced management decisions with instant updates of finance dashboard
- Rule-based, execution of self-defined steps to avoids human error.
Programme Outline
Module 1: Power BI at a glance
- Overview of Power BI
- Create your first Power BI report
- Excel dataset and Power BI
Module 2: Power Query as data import and preparation engine
- Introduction to Power Query Editor
- How to import financial data to Power Query
- Load data and refresh query when source data changes
Module 3: Power Query – Extract, Transform and Load
- Data Transformation with Power Query
- Common Excel function vs Power Query data transformation
- Consolidate multiple financial data into single dataset for reporting
Module 4: Power BI as Business Intelligence tools
- Introduction of Power BI Visualization Section
- Create interactive financial dashboard
On the completion of this course, you will:
- Create your first Power BI Report
- Use Power Query to connect, extract, transform and load data from a wide range of sources.
- Create Excel templates with Power Query that can help you to consolidate multiple financial / accounting data into one single data platform without modifying original dataset.
- Create interactive dashboards for management reporting.
Training Methodology
Workshop style with hands-on exercise, case studies, and theory explanation
Closing Date for Registration
1 week before programme or until full enrolment.
Intended For
Finance Manager, Accountant, Financial Analyst, Management Accountants and anyone who needs to prepare management reports
Competency Mapping
Category 5 = 7.00 Hours
Schedule & Fees
Date & Time
11 Dec 2024 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
For Members:
$ 381.50
For Non-Members:
$ 458.89
Programme Facilitator(s)
Terry Wong
Venue
Live Webinar in or outside of
Singapore
Testimonial
Funding
1] NTUC Union Training Assistance Programme (UTAP)
NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.
*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.
This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.
- Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
- Course by training provider must be supported under UTAP and training must commence within the supported period and;
- Unfunded course fee must not be fully sponsored by company or other types of funding
- Unfunded course fee must be S$20.00 and above, and;
- Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
- UTAP application must be made within 6 months after course ends.
For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.
Programme Facilitator(s)
Terry Wong
Mr. Terry Wong (ACCA) is an experienced trainer and heavy user of MS Excel. He started his career in IBM’s Shared Service Center as an Accounting Analyst where he is required to be involved in many process improvement projects and initiatives, including leveraging on creative Excel to build templates, streamline processes and automate reports and tools. Subsequently, he became an Accounting System Analyst in IBM where his role is involved in system technical support. This gave him a platform to provide numerous in-house training, to more than 300 accountants across finance and accounting department. His training received great feedback and was invited to provide training to non-accounting department and also to offices outside the region such as emerging market in Far East countries.
Being the technical support that understand both the technical knowledge and with the proper finance professional qualification, Terry was able to quickly understand and help his audience to brainstorm, provide smart and practical insights in dealing and solving many real-life work challenges using MS Excel.
His strong analytical skill, capability to quickly research coupled with detail process driven nature makes him a competent trainer in helping participants to come out with creative ideas in solving work problems. He is frequently engaged to conduct small group coaching in guiding internal advanced MS Excel users to further streamline and enhance the reports and work processes through MS Excel.
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 laptop, pre-installed with Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. For MAC/APPLE LAPTOP USER: Please DO NOT use MAC/Apple laptop for this training. If due to some reasons you must use a MAC/APPLE, then please standby another laptop with Windows.
Keep hearing about Power BI but don’t know where to start with?
Frustrated with the operational task that is repetitive, yet time consuming especially the need to consolidate various file for management report?
Keen to learn how to leverage Excel, Power Query and Power BI for easier reporting yet provide better insights and informed decision making?
Equipped yourself with Power Query will allow you to increase your productivity of using Excel. Power Query is an Excel add-in that allows users to pull data from various sources, i.e., Power Query able to provides a consolidated view of multiple financial data sources but not manually copy and paste the data.
Power Query Editor which is similar to Power Query is included in the Power BI Desktop which allow users to prepare an interactive reporting with the consolidates data from multiple sources which will provide a better consolidated view for presentation and analysis
With Excel equipped with Power Query and Power BI:
- Finance/Accounting data consolidation from various files with a click of button and more time available for analysis and decision making.
- One-time effort to create financial dashboard to extract and/or consolidate financial/accounting data from various systems or departments.
- Enhanced management decisions with instant updates of finance dashboard
- Rule-based, execution of self-defined steps to avoids human error.
Programme Outline
Module 1: Power BI at a glance
- Overview of Power BI
- Create your first Power BI report
- Excel dataset and Power BI
Module 2: Power Query as data import and preparation engine
- Introduction to Power Query Editor
- How to import financial data to Power Query
- Load data and refresh query when source data changes
Module 3: Power Query – Extract, Transform and Load
- Data Transformation with Power Query
- Common Excel function vs Power Query data transformation
- Consolidate multiple financial data into single dataset for reporting
Module 4: Power BI as Business Intelligence tools
- Introduction of Power BI Visualization Section
- Create interactive financial dashboard
On the completion of this course, you will:
- Create your first Power BI Report
- Use Power Query to connect, extract, transform and load data from a wide range of sources.
- Create Excel templates with Power Query that can help you to consolidate multiple financial / accounting data into one single data platform without modifying original dataset.
- Create interactive dashboards for management reporting.
Training Methodology
Workshop style with hands-on exercise, case studies, and theory explanation
Closing Date for Registration
1 week before programme or until full enrolment.
Intended For
Finance Manager, Accountant, Financial Analyst, Management Accountants and anyone who needs to prepare management reports
Competency Mapping
Category 5 = 7.00 Hours
Programme Facilitator(s)
Terry Wong
Mr. Terry Wong (ACCA) is an experienced trainer and heavy user of MS Excel. He started his career in IBM’s Shared Service Center as an Accounting Analyst where he is required to be involved in many process improvement projects and initiatives, including leveraging on creative Excel to build templates, streamline processes and automate reports and tools. Subsequently, he became an Accounting System Analyst in IBM where his role is involved in system technical support. This gave him a platform to provide numerous in-house training, to more than 300 accountants across finance and accounting department. His training received great feedback and was invited to provide training to non-accounting department and also to offices outside the region such as emerging market in Far East countries.
Being the technical support that understand both the technical knowledge and with the proper finance professional qualification, Terry was able to quickly understand and help his audience to brainstorm, provide smart and practical insights in dealing and solving many real-life work challenges using MS Excel.
His strong analytical skill, capability to quickly research coupled with detail process driven nature makes him a competent trainer in helping participants to come out with creative ideas in solving work problems. He is frequently engaged to conduct small group coaching in guiding internal advanced MS Excel users to further streamline and enhance the reports and work processes through MS Excel.