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.)

This workshop is catered for professionals dealing with large datasets, aiming to gain a competitive edge in the industry by analysing their data using advanced Business Intelligence tools such as Power BI.

Participants will acquire essential Power BI skills to prepare and deliver insightful reports for management, employing sophisticated calculations, presentations, and visualization techniques. These services are utilized by business users to present data and create interactive reports for senior management.

The trainer will guide participants through extensive datasets and various assignments, fostering comprehension of statistical concepts, complex functions, and visualizations. Practical business problems will be addressed, emphasizing optimal approaches to solutions.

Programme Outline

• Introduction to Power BI for Finance and Accounting
  • Overview of Power BI and its relevance to finance and accounting professionals
  • Understanding the benefits of data visualization in financial analysis and reporting
• Power Query and Data Transformation Automation
  • Introduction to Power Query and its role in data transformation.
  • Data transformation and cleaning techniques using Power Query
• Data Modeling for Financial Analysis
  • Creating relationships between financial tables (e.g., income statements, balance sheets)
  • Implementing financial calculations and KPIs using DAX
  • Creating relationships between tables
  • Deriving connections between multiple sources
  • Working on different types of Joins and its applicability as per different business problems
  • Creating complex relationships
• Advanced Financial Analysis Techniques
  • Using advanced DAX functions for financial modeling
  • Analyzing financial performance with variance analysis
  • Mastering multiple DAX functions
    • Aggregate functions
    • Text functions
    • Date functions
    • Information functions
    • Using String functions
    • Logical functions
• Creating Calculated Columns
• Calculated Measures
• Creating complex nested formulas
• Financial Data Visualization
  • Creating financial reports and dashboards with key financial metrics
  • Customizing visuals for financial statements (e.g., bar charts for revenue, line charts for trends, waterfall chart, pie charts, multi geography chart, etc)
  • Implementing slicers and filters for dynamic financial analysis
  • Mastering most commonly used charts and graphics
  • Using slicers and filtersfor interactivity
  • Mastering multi dimensional variety of Charts
• Advanced Techniques for Detecting Unusual Data Trends in Finance
  • Overview of Power BI automation and its benefits for data analysis.
  • Understanding the need for detecting unusual data trends.
  • Implementing time-series analysis using DAX in Power BI.
  • Creating trend lines and forecasting models
  • Creating insightful and interactive dashboards
  • Generate insights and make informed decisions by analyzing key performance indicators

On the completion of this course, you will be able to:

• Learn to import, clean, and model data
• Create compelling visualizations and dashboards, for better decision making
• Learn DAX language and work on data transformation techniques
• Understand how to explore and analyse data effectively using Power BI

Training Methodology
In-person training style, with multiple hands on exercises and assignments

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Finance and Accounting experienced professionals (such as Chief Financial Officers, Directors, Senior leadership, Finance Controllers, Finance Managers, Accountants, Solopreneurs, Small and medium sized practices and other accounting professionals) who deal with large amounts of data in their day to day life and work on them to present reports and insightful dashboards to their management to further enhance their efficiency and productivity in making informed decisions.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)