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Power BI For Financial Data Course Bundle: E-learning + Weekly Cohort sessions + 1:1 training (Course 1- Beginner/Intermediate)

Power BI For Financial Data Course Bundle: E-learning + Weekly Cohort sessions + 1:1 training (Course 1- Beginner/Intermediate)

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 40 hours

  • All levels

Description

Using a realistic accounting dataset, this course empowers you to automate your month-end reports using the built-in data transformation, logic and visualisation capabilities of Power BI.

You will be able to generate powerful insights on financial performance all without the manual effort of continually producing different cuts of data/pieces of analysis.

Upon completion, participants will confidently create engaging reports, turn data into actionable insights, and build strong cross-functional relationships, driving better decision-making.

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This course includes access to the e-learning modules in addition to 2.5 hour weekly instructor-led sessions with Rishi held via zoom and 4 hours of 1:1 training with Rishi. Dates of the next cohort sessions will be communicated once they are available and dates/times for 1:1 sessions are by mututal agreement. Please reach out on rishi@learndatainsights.com for additional details.

course Content

5 sections12 lessons
Power BI for Financial Data1 lessons
  1. 1Course Overview
Structuring Financial Data for Effective Analysis3 lessons
  1. 1Requirements Gathering and Scoping
  2. 2Defining the data structure
  3. 3Logical Model Design
Transforming Financial Data for Reporting in Power Query3 lessons
  1. 1Ingesting and combining actuals data
  2. 2Calculating Reporting Currency Amounts
  3. 3Calculating Monthly Level Budget Reporting
Mastering DAX for Financial Metrics and Time Intelligence2 lessons
  1. 1Creating table relationships and core budget/actual measure
  2. 2Creating Budget, Variance and Margin measures
Module 43 lessons
  1. 1Creating a Fixed Format Income Statement
  2. 2Matrix Conditional Formatting
  3. 3Page Formatting and KPI cards

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