Give your team the tools they need to thrive! Sign up for our 90-minute interactive workshops this September and October. From imposter syndrome to motivation, we’ve got you covered. Contact us at info@wearyourcape.co.uk to book.
Delivered In-Person in Stockport or UK WideStockport or UK WideFlexible Dates
This course is designed for those already using Power BI Desktop and are ready to work with more comprehensive elements of analysing and reporting in Power BI. The course maintains a balanced look at data analysis including the Power Query Editor, with a deep dive into writing DAX formulas, and enhanced dashboard visualisations.
The aim of this course is to provide a more complete understanding of the whole Power BI analytics process, by working with business examples that will equip you with the necessary skills to output comprehensive reports and explore Power BI's analytical capabilities in more depth.
1 The Query Editor
Grouping rows in a table
Split row by delimiter
Add days to determine deadlines
The query editor
2 Fuzzy Matching Joins
Matching inconsistencies by percentage
Matching with transformation table
3 The Query Editor M Functions
Adding custom columns
Creating an IF function
Nested AND logics in an IF function
4 DAX New Columns Functions
Including TRUE with SWITCH
Using multiple conditions
The FIND DAX function
The IF DAX function
Logical functions IF, AND, OR
5 Editing DAX Measures
Making DAX easier to read
Add comments to a measure
Using quick measures
6 The Anatomy of CALCULATE
Understanding CALCULATE filters
Add context to CALCULATE with FILTER
Using CALCULATE with a threshold
7 The ALL Measure
Anatomy of ALL
Create an ALL measure
Using ALL as a filter
Use ALL for percentages
8 DAX Iterators
Anatomy of iterators
A closer look at SUMX
Using RELATED with SUMX
Create a RANKX
RANKX with ALL
9 Date and Time Functions
Overview of functions
Create a DATEDIFF function
10 Time Intelligent Measures
Compare historical monthly data
Create a DATEADD measure
Creating cumulative totals
Creating cumulative measures
Visualising cumulative totals
11 Visualisations In-Depth
Utilising report themes
Applying static filters
Group data using lists
Group numbers using bins
Creating heatmaps
Comparing proportions
View trends with sparklines
12 Comparing Variables
Visualising trendlines as KPI
Forecasting with trendlines
Creating a scatter plot
Creating dynamic labels
Customised visualisation tooltips
Export reports to SharePoint
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
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 request a brochure
To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Businesses that don't control their costs don't stay in business. How well are you doing? Is everyone in your organisation sufficiently aware of costs, managing them effectively and maximising opportunities to reduce them? If there is scope for improvement, this course will help get you back on track. It will demonstrate that cost reduction is so much more than cost control and cost cutting. True cost management is about being aware of costs, seeking to reduce them through good design and efficient operating practices whilst taking continuing action on overspending.
This course will develop the participants' skills in:
Being aware of costs at all times
Seeking cost reduction from the start (including life-cycle costing)
Appraising projects / production to identify and take out risk
Understanding real budgeting
Using techniques such as ZBB and ABC where appropriate
Ensuring cost reports lead to action
Managing a cost reduction process that delivers
Benefits to the organisation will include:
Identification of cost reduction and business improvement opportunities
Better reporting and ownership of costs
Greater awareness and control of everyday costs
1 Introduction - the cost management process
The risks of poor cost control
Capital and revenue costs
The importance of cost awareness
The importance of cost reduction
Cost management - the key aspects
How to build a cost management and control process checklist for your areas of responsibility
2 Cost removal - taking out costs
Cost awareness
Costs of poor design / poor processes
Value engineering
Removing redundant costs
3 The need for commercial, technical and financial appraisals
Understand the problems before cash is committed and costs incurred
Making the effort to identify commercial and technical risk
The time value of money - DCF techniques for long term projects
Cost models for production processes and projects
Costing models - project appraisals
The use of spreadsheets to identify sensitivity and risk
How to focus on risk management
4 Budgeting - proper budgeting challenges costs
The philosophy of the business - are costs an issue?
The importance of having the right culture
The need for detailed business objectives
Budgetary control measures
Designing budget reports - for action
5 Zero-based budgeting (ZBB) - the principles
Much more than starting with a clean sheet of paper
What ZBB can achieve
The concept of decision packages - to challenge business methods and costs
Only necessary costs should be incurred
A review of an operating budget - demonstrating what ZBB challenges and the costs it may lead to being taken out
6 Awareness of overheads and other costs
Definitions of cost - direct and indirect
Dealing with overheads - what is meant by allocation, absorption or apportionment?
The apparent and real problems with overheads
Different ways of dealing with overheads
Review of overhead allocation methods and accounting and reporting issues
7 Overheads and product costing
Activity-based costing (ABC) - the principles
Where and how the ABC approach may be helpful
Know the 'true' cost of a product or a project
Should you be in business? Will you stay in business?
Identifying weaknesses in a traditional overhead allocation
How ABC will help improve product or service costing
Identifying which products and activities should be developed and which abandoned
8 Cost reduction culture
The need for cost reports
What measures can be used to identify over-spends as early as possible
Cost control performance measures and ratios
9 Design of cost control reports
Reports should lead to action and deliver
Selecting cost control measures which can be acted upon
Practice in designing action reports
10 Course summary - developing your own cost action plan
Group and individual action plans will be prepared with a view to participants identifying their cost risks areas and the techniques which can be immediately applied to improve costing and reduce costs
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
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
Delivered in Harpenden or UK Wide or OnlineHarpenden or UK WideorOnlineFlexible Dates
Price on Enquiry
Emotional Logic Workshop – Discover the Superpower of Your Unpleasant Emotions
The Emotional Logic workshop is designed to provide enlightening mindset shifts and educational activities around emotions, their purpose, and our values.
Delivered in Internationally or OnlineInternationallyorOnlineFlexible Dates
Price on Enquiry
Unlock Your Academic Potential with Assignment Help Online
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