44 Courses in Cardiff

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 Getting Started The Power BI ecosystem Opening Power BI Desktop Power BI's four views Introduction to Dashboards 2 Importing Files Importing data sources Importing an Excel file Importing a CSV file Importing a database Connect to an SQL Server Database Import vs. Direct Query Importing from the web Importing a folder of files Managing file connections 3 Shape Data in the Query Editor The process of shaping data Managing data types Keeping and removing rows Add a custom column Appending tables together Hiding queries in reports Fixing error issues Basic maths operations 4 The Data Model Table relationships Relationship properties 5 Merge Queries Table join kinds Merging tables 6 Inserting Dashboard Visuals Things to keep in mind Inserting maps Formatting Maps Inserting charts Formatting Charts Inserting a tree map Inserting a table, matrix, and card Controlling number formats About report themes Highlighting key points Filter reports with slicers Sync slicers across dashboards Custom web visuals 7 Publish and share Reports Publishing to Power BI service Editing online reports Pinning visuals to a dashboard What is Q&A? Sharing dashboards Exporting reports to PowerPoint Exporting reports as PDF files 8 The Power Query Editor Fill data up and down Split column by delimiter Add a conditional column More custom columns Merging columns 9 The M Functions Inserting text functions Insert an IF function Create a query group 10 Pivoting Tables Pivot a table Pivot and append tables Pivot but don't aggregate Unpivot tables Append mismatched headers 11 Data Modelling Expanded Understanding relationships Mark a date table 12 DAX New Columns New columns and measures New column calculations Insert a SWITCH function 13 Introduction to DAX Measures Common measure functions Insert a SUM function Insert a COUNTROWS function Insert a DISTINCTCOUNT function Insert a DIVIDE function DAX rules 14 The CALCULATE Measure The syntax of CALCULATE Insert a CALCULATE function Control field summarisation Things of note 15 The SUMX measure X iterator functions Anatomy of SUMX Insert a SUMX function When to use X functions 16 Time Intelligence Measures Importance of a calendar table Insert a TOTALYTD function Change financial year end date Comparing historical data Insert a DATEADD function 17 Hierarchies and Groups Mine data using hierarchies Compare data in groups

An insightful, enjoyable and experiential programme to help you analyse data and information and make a balanced decision based upon sound commercial reasoning. It will enable you to identify options, make decisions and take actions based on a thorough analysis combined with instinct and intuition to make a positive effect on profitability. This programme will help you: Identify ways to analyse data and sort relevant from irrelevant information Develop analytical and numerate thinking, and consider the financial implications of a decision Make decisions based on sound commercial reasoning - a mix of intuition and analysis Select from a range of tools to analyse a situation and apply these effectively Understand how costs and profits are calculated Use tried-and-tested techniques to manage and control your budgets Appreciate the fundamentals of financial analysis Focus on the bottom line Identify the basics of capital investment appraisal for your business Evaluate results and seek opportunities for improvement to your business 1 The commercial environment What do shareholders and investors want? What do managers want? Profit v non-profit organisations Investor expectations 2 Financial and non-financial information Risk and reward considerations Drivers of commercial decisions 3 Running a business A practical exercise to bring financial statements to life Different stakeholder interests in a business The impact and consequences of decisions on financial statements 4 Where do I make a difference to the organisation? How can I contribute to an improved business performance? Key performance indicators - measuring the right things A 'balanced scorecard' approach - it's not all about money! 5 A 'balanced scorecard' approach Analysing and reviewing my contribution to the business direction What is the current focus of my commercial decisions? Developing the business in the right way - getting the balance right! Where should/could it be in the future? Do my decisions support the overall vision and strategy? 6 Making commercial decisions Left-brain and right-brain thinking Convergent and divergent thinking Analysis and instinct Interactive case study exercise - emotional and rational decisions Reflection - what is my style of making decisions 7 Let's consider the customer! Identifying target markets Differentiating propositions and products Customer service considerations Marketing considerations and initiatives Pricing strategies and considerations 8 Strategic analysis The external environment The internal environment LEPEST analysis SWOT analysis Forecasting Group activity - analysing markets and the competition How do these improve your decisions? 9 Comparing performance Analysing key financial ratios Ways to compare performance and results Break-even analysis 10 Profit and loss accounts and budgeting Managing income and expenditure The budgeting process How does this link to the profit and loss account? Managing and controlling a cost centre/budget The role of the finance department Different ways of budgeting Incremental budgeting Zero-based budgeting 11 Understanding the balance sheet Purpose of balance sheets Understanding and navigating the content What does a balance sheet tell you? How do you affect your balance sheet? Links to the profit and loss account A practical team exercise that brings financial statements to life 12 Business decisions exercise How does this improve your decisions? A practical exercise to apply new knowledge and bring commercial thinking to to life The impact and consequences of decisions on financial statements 13 Working capital Why is this important? The importance of keeping cash flowing Business decisions that affect cash Calculating profit 14 Capital investment appraisal Capex v Opex Payback Return on investment The future value of money The concept of hurdle rate 15 Lessons learned and action planning So what? Recap and consolidation of learning The decisions that I need to consider Actions to achieve my plan

The 'golden rule' of negotiation is simple - don't! But life's rarely that simple and very often we do have to negotiate, particularly if we want to win the business and especially if we want to win it on our terms. Such negotiations are crucial. We need to prepare for them. We need a strategy, and the skills to execute it. Does your team have a structured approach? Is it flawlessly executed, every time? Or is there room for improvement? This programme will help them master the six fundamentals of closing better business: Manage all these elements well and you will win more business, more profitably. This course will help participants: Negotiate from a position of partnership, not competition Deal more effectively and profitably with price objections Identify and practise successful sales negotiating skills Identify strengths and weaknesses as a sales negotiator Understand different types of buyer behaviour Learn to recognise negotiating tactics and stances Apply a new and proven structure to their business negotiations Identify and adapt for different behavioural styles Be alert to unconscious (non-verbal) communication Prepare and present a proposal at a final business negotiation stage Project confidence and exercise assertiveness in all sales negotiations 1 Planning for successful business negotiations This session introduces the concept of business negotiation and looks at its importance in the context of the participants' roles and activities. It briefly examines why we negotiate and the dynamics involved. Session highlights: What kind of a negotiator are you? Negotiation skills self-assessment and best practice How to establish roles and responsibilities for both parties How to identify and set objectives for both buyer and seller How to research and establish the other person's position (business negotiation stance) 2 How to structure your negotiations This module presents an eight-step framework or structure for use in negotiations and considers how best to prepare and plan your negotiations within the context of a supplier/customer relationship or business cycle. It also includes a brief review of legal responsibilities and what constitutes a 'deal'. Session highlights: Learn and apply a formal structure to use when negotiating How to establish short- and longer-term objectives and opportunities How best to plan, prepare and co-ordinate a major business negotiation meeting, or on-going negotiations Understanding of basic legal and organisational requirements 3 Verbal negotiation skills This session examines the human and communication dynamics inherent in any negotiation situation. It emphasises the importance of professional skills in preparing for a negotiation by identifying needs, wants and requirements accurately and by qualifying the competitive and organisational influences present. Session highlights: How to fully 'qualify' the other party's needs, requirements and constraints during the negotiation process by using advanced questioning and listening skills How to pre-empt negotiation objections by promoting and gaining commitment to options, benefits, value and solutions How best to propose and suggest ideas, using drawing-out skills 4 Non-verbal negotiation skills This module highlights how different personal styles, corporate cultures and organisation positions can influence events, and demonstrates practical methods for dealing with and controlling these factors. It also examines key principles of body language and non-verbal communication in a practical way. Session highlights: Gaining rapport and influencing unconsciously Understanding the importance of non-verbal communication; reading other people's meaning and communicating effectively as a result Ensure that non-verbal behaviour is fully utilised and observed to create maximum impact and monitor progress (eg, buying signals) Recognising that business negotiations are precisely structured and agreements gained incrementally 5 Proposing and 'packaging' This session highlights how best to present and package your proposal. It looks at how to pre-empt the need for negotiating by creating minor-options and 'bargaining' points, as well as how to manage the expectations and perceptions of the customer or buyer. Session highlights: How to identify the key variables that can be negotiated The power and use of 'authority' within your negotiations How to structure and present your proposal, ideas or quotation to best effect The importance of when and how to identify and influence buyer's objections 6 Dealing with price This module highlights how to best present and package price within your proposal or negotiation. In most cases, price has more to do with psychology than affordability and preparation and careful handling are essential. Session highlights: The three reasons that people will pay your asking price How to set price in a competitive market The key differences between selling and negotiating Ten ways to present price more effectively and persuasively 7 Getting to 'Yes': tactics and strategies There are many different tactics and strategies common to successful negotiators. This session looks at those that are most appropriate to the participants' own personal styles and situations. The importance of 'follow-through' is also explained and how to deal with protracted or 'stale-mate' business negotiations. Session highlights: How to negotiate price and reduce discounting early in the process How to recognise negotiating tactics and strategies in your customer or supplier Key strategies, techniques and tactics to use in negotiation The importance of follow-through and watching the details How to deal with stalled business negotiations or competitor 'lock-out' 8 Case studies and review This session examines a number of different situations and participants discuss ways to approach each. This will allow learning to be consolidated and applied in a very practical way. There will also be a chance to have individual points raised in a question and answer session. Session highlights: Case studies Question and answer Planning worksheet Negotiation 'toolkit' and check-list 9 Personal action plans Session highlights: Identify the most important personal learning points from the programme Highlight specific actions and goals Flag topics for future personal development and improvement

This 3 Days programme will equip you to use, price, manage and evaluate interest rate and cross-currency derivatives. The course starts with the building blocks of money markets and futures, through yield curve building to interest-rate and cross-currency swaps, and applications. The approach is hands-on and learning is enhanced through many practical exercises covering hedging, valuation, and risk management. This course also includes sections on XVA, documentation and settlement. The programme includes extensive practical exercises using Excel spreadsheets for valuation and risk-management, which participants can take away for immediate implementation.