Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Basic Analysis
About the training
- Instructor led online training
- 8 hours session
- Interactive Q & A
Learning Outcomes
- Create an in-depth analysis and dynamic visualizations on sales data
- Discover advanced DAX functions to create measures and calculations to perform advanced analysis
- Discover buying patterns, profit margins and other useful insights into sales, customer and inventory transactions
What We Cover
- Step by step instruction from start to end on designing a comprehensive cash flow forecasting report and dashboards in Power BI.
- How to Install and Get Started with Power BI.
- Data Preparation in Excel for your sales data model.
- Importing your sales data from Excel into Power Query Editor.
- Data Preparation (Cleaning and Transformation) in Power Query Editor.
- Create your Data Model for your Sales, Customer and Inventory analytics
- Use DAX functions to create measures for various calculations
- Create Visualisations for insights on Sales, Customers and Inventory
- Apply Time Intelligence to make reports dynamic
Prerequisites
- Delegates need to have Power BI Desktop application installed onto their machines – the app is free to download and activate (instructions will be emailed before the training commences)
- Resource files for the training will be sent to delegates prior to training
- Delegates are advise to use two monitors during the training session – one to view what the instructor is doing and the other to follow the instructions on their own
Instructor – Arno Wakfer CA, FMVA, CBCA
Career Experience
- 5 yrs Commercial Finance
- International Exp in South Africa & Australia
- CFO at Top rated Business School in Africa (GIBS)
- Led Finance teams at global giants like Dimension Data & Autodesk
- General Management exp having managed two businesses in Australia
2 Years Experience in Power BI (DA-100 Exam Microsoft Certification in progress)
Qualification and Education
- Chartered Accountant with CA ANZ
- Certified Financial Modeller and Valuation Analyst with CFI
- Certified Banking and Credit Analyst with CFI