Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information. This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines. This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI. You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service. 1 Introduction Power BI ecosystem Things to keep in mind Selecting dashboard colours Importing visuals into Power BI Data sources for your analysis Joining tables in Power BI 2 Working with data Utilising a report theme Table visuals Matrix visuals Drilling into hierarchies Applying static filters Group numbers with lists Group numbers with bins 3 Creating visuals Heatmaps in Power BI Visualising time-intelligence trends Ranking categorical totals Comparing proportions View trends with sparklines 4 Comparing variables Insert key performance indicators (KPI) Visualising trendlines as KPI Forecasting with trendlines Visualising flows with Sankey diagrams Creating a scatter plot 5 Mapping options Map visuals Using a filled map Mapping with latitude and longitude Mapping with ArcGIS or ESRI 6 Creating dashboards High-level dashboard Migration analysis dashboard Adding slicers for filtering Promote interaction with nudge prompts Searching the dashboard with a slicer Creating dynamic labels Highlighting key points on the dashboard Customised visualisation tooltips Syncing slicers across pages 7 Sharing dashboards Setting up and formatting phone views Exporting data Creating PDF files Uploading to the cloud Share dashboards in SharePoint online
This very practical workshop is designed to enable participants to improve the impact, clarity and accuracy of their business documents - both internal and external.: This workshop will help participants: Identify the purpose of writing their documents - to themselves and to their readers Recognise and meet the needs of their readers Plan documents systematically and improve the layout, flow and structure Express the content more clearly, concisely and correctly Adapt the tone and style of writing to the circumstances Proof-read and edit work effectively, using formal marks and techniques Improve visual layout, format and appearance 1 Course objectives Welcome and Introductions The problems now - group discussion 2 Writing better business documents What points to highlight / exclude Starting off Introductions Conclusions Executive summaries 3 Rules and standards George Orwell's famous maxim Why write? - clarifying your aims and objectives A seven-step method for better preparation The three-stage process for writing well Grouping information for your reader 4 Proof-reading and editing The difference between proof-reading and editing Proof-reading methods and strategies Proof-reading marks and techniques Training your eye for detail Knowing what to look for 5 Effective editing Grammar and English standards Words - usage and spelling Sentences - units of thought Paragraphs - themes Punctuation - spotting and correcting common errors Say what you mean - active v passive language 6 How's your English? Grammar quizzes and punctuation test Spotting spelling errors Rephrasing jargons and clicheÌs Common error's and mistakes 7 Document layout House style Use of white space Fonts and effects 8 One-to-one workshops These are practical sessions with one-to-one consultation with colleagues and the trainer They are held at key points to consolidate the learning from different sessions 9 Course summary Summary of key points Action plans
Overview This 1 day course focus on comprehensive review of the current state of the art in quantifying and pricing counterparty credit risk. Learn how to calculate each xVA through real-world, practical examples Understand essential metrics such as Expected Exposure (EE), Potential Future Exposure (PFE), and Expected Positive Exposure (EPE) Explore the ISDA Master Agreement, Credit Support Annexes (CSAs), and collateral management. Gain insights into hedging strategies for CVA. Gain a comprehensive understanding of other valuation adjustments such as Funding Valuation Adjustment (FVA), Capital Valuation Adjustment (KVA), and Margin Valuation Adjustment (MVA). Who the course is for Derivatives traders, structurers and salespeople xVA desks Treasury Regulatory capital and reporting Risk managers (market and credit) IT, product control and legal Quantitative researchers Portfolio managers Operations / Collateral management Consultants, software providers and other third parties Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview Learn how to price equity options and the features that make them different from other asset classes. Explore how to use these products for taking equity risk, yield enhancement and portfolio protection Who the course is for Risk managers Bank treasury professionals Finance Internal Audit Senior management Fixed Income, FX, Credit and Equities traders Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview Explore trading and hedging applications of barrier options across interest rate, FX, and equity markets. Who the course is for Executives of listed companies who want to enhance their knowledge and skills in ESG and sustainability. Corporate professionals who want to integrate ESG initiatives into their organizations and improve their ESG programs. ESG professionals who want to gain a deep understanding of ESG frameworks, reporting standards, and best practices Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This is a 2 day applied course on XVA for anyone interested in going beyond merely a conceptual understanding of XVA and wants practical examples of Monte Carlo simulation of market risk factors to create exposure distributions and profiles for derivatives used for XVA pricing Learn how to do Monte Carlo simulation of key market risk factors across major asset classes to create exposure distributions and profiles (with and without collateral) for derivatives used for XVA pricing. Learn how to calculate each XVA. Learn sensitivities of each XVA and how XVA desks manage these. Learn regulatory capital treatment of counterparty credit risk (both for CCR and CVA volatility) and how to stress test this within ICAAP or system-wide external, supervisor-led capital stress test. Who the course is for Anyone involved in OTC derivatives XVA traders XVA quants Derivatives traders and salespeople Risk management Treasury staff Internal audit and finance Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview A 1-day course on inflation-linked bonds and derivatives, focusing on the UK market in particular. We examine how inflation is defined and quantified, the choice of index (RPI vs. CPI), and the most common cash flow structures for index-linked securities. We look in detail at Index-linked Gilts, distinguishing between the old-style and new-style quotation conventions, and how to calculate the implied breakeven rate. Corporate bond market in the UK, and in particular the role of LPI in driving pension fund activity. Inflation swaps and other derivatives, looking at the mechanics, applications and pricing of inflation swaps and caps/floors. The convexity adjustment for Y-o-Y swaps is derived intuitively. Who the course is for Front-office sales Product control Research Traders Risk managers Fund managers Project finance and structured finance practitioners Accountants, auditors, consultants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
The importance of building services to the success of an organisation has never been greater and continues to grow. Developers and occupiers are becoming more aware of the contribution that building services make to the well being of occupants and hence their perception of the quality of the working environment. Those involved with the design, construction, maintenance and operation will increasingly be required to deliver building services that demonstrable contribution to the occupier's business. Energy efficiency, carbon management and occupant satisfaction depend substantially on the way building services are designed, managed and operated. To optimise these aspects, an informed strategic approach is essential. Tried and tested techniques and processes are available that, when applied holistically, will deliver substantial benefits. This course reviews best practice in the area and inspires participants to ensure that building services perform at their optimal level. To provide a better understanding of how building services can be designed, managed and operated to: Maximise occupant comfort, satisfaction and wellbeing Add value and contribute to the success of the business of the occupier Improve health safety Reduce operating cost, energy use, carbon emissions and environmental impact Optimise cost and value Provide strategies for continuous improvement and sustainable operation 1 Building services fundamentals The function of services in commercial buildings and their importance to the core business 2 Techniques and processes for optimising cost and value Programmed operation evaluation Continuous commissioning Lifetime product management Performance-based service Energy efficiency and the scope for environmental improvement 3 Making the business case and preparing the strategy Motivating decision-makers Empowering those who have to deliver the results Managing business risk 4 Strategy implementation and monitoring results Ensuring that rich and robust feedback is available to support continuous improvement and strategy enhancementWhen to get feedbackWhyHowWhat to do with it 5 Case histories and 'air time' Sharing experience and addressing specific issues of interest to participants Course review Close
Look at some of the more advanced planning features available in Project. Course overview Duration: 1 day (6.5 hours) Our Project – Advanced Planning and Control course looks at advanced planning and resourcing techniques in Microsoft Project and how to customise your schedule to give better visibility and flexibility. The course is designed for experienced users of Project who have attended our Project Planning and Control introduction course or have equivalent knowledge. You must be confident using Project to build and resource schedules and create task dependencies. Objectives By the end of the course you will be able to: Work with different types of task Amend resource load on a task Work with multiple resource rates Create custom tables Add custom fields Create calculated fields Add drop down lists in fields Filter and extract information Create new views Export information Content Advanced planning techniques Splitting tasks Task types Spreading work across activities Advanced resourcing techniques Resource types Assignment views Effective dates Work contours Overtime work Using multiple resource rates Creating custom tables Customising tables Adding fields Creating custom fields Adding text, number, date and time fields Using flag fields Defining pick lists Renaming custom fields Creating calculated fields Creating formulas Using graphical indicators Uploading and tracking progress Completing work Completing work per resource Updating tasks Updating the project Working with the status date Rescheduling work Viewing baseline against schedule Project overview statistics Working with filters Building standard filters Building interactive filters Task and resource filters Using highlight filters Creating custom views Creating customised views Customising text styles Using grouping techniques Exporting information Exporting to Excel
Learn how to use this innovative tool to analyse and validate your schedule, to add and model uncertainty and risk and to work with updated plans to compare project progress. Course overview Duration: 1 day (6.5 hours) This course looks at the powerful features of Nodes and Links. It looks at analysing and validating your schedule, adding uncertainty and risk and working with updated plans to compare project progress. Hands on practice will be gained throughout the course to ensure you can confidentially put your new skills into practice back in the workplace. This course is designed for new users of Nodes and links, no previous experience is required. You should however be familiar with risk management processes and terminology. Objectives By the end of the course you will be able to: Import and validate plans Analyse and review plans Add and model uncertainty Add and model risk Load updated schedules Re run analysis on updated schedules Content Validating your plan Importing a baseline plan Running a health check Analysing the results Reviewing the plan Analysing critical paths Reviewing activities Reviewing resources Adding Uncertainty Setting uncertainty templates Distributions Adding uncertainty Using Inherit Using AI Reviewing activity distributions Modelling Uncertainty Running the Analysis Reviewing the results Reviewing activity results Risk Drivers Filtering for activities Setting up the Risk Register Setting Risk Templates Adding Risks to the Risk Register Independent vs Dependant Events Setting Probability and Impact Modelling Uncertainty and Risk Mapping risks to activities Running the Analysis Reviewing the results Updated Plans Importing a new plan version Comparing plans Tracking progress Trend analysis Analysing Updated Plans Using updated plans Synchronising uncertainly and risk Rerunning analysis