Are you tired of spending countless hours on tedious financial reporting tasks? ?
Do you want to effortlessly analyze your company's financial performance and make data-driven decisions? ?
Look no further!
Unlock the full potential of your financial data with our exclusive "Financial Reporting with Power BI" course!
Been here before? click on Login in the menu above to continue the course where you left off!
By taking this course, you'll be fully prepared to tackle financial reporting tasks!
You'll have the skills and confidence to transform raw financial data into meaningful insights, enabling you to make data-driven decisions with ease. This includes:
-Financial Analysis: Analyse Financial Statements and Key Performance Indicators (KPIs) to identify trends, patterns and areas for improvement.
-Storytelling with Data: Deliver actionable insights through data visualisations and providing sufficient context to allow your audience to evaluate performance
-Operational Excellence: Ensure that your solutions are mantainable and performant by automating updates with new data and limiting technical debt.
-Data Governance and Security: Implement technical controls in Power BI to ensure the appropriate level of access control with continuous monitoring and alterting!
-Technical Skills: Everything from data cleaning and transforming – e.g. removing duplicates, handling missing values, and checking data quality – as well as data modelling, DAX and visualisation.
Check out the interaction below to learn more about these skills! (Make sure you have audio enabled!)
The course includes hands-on exercises, real-world scenarios, and collaborative projects to reinforce your learning.
Interactive e-learning
The course revolutionizes traditional methods, delivering an engaging learning experience. Strengthen your understanding and track progress with quizzes. Explore Power BI's features through practical exercises.
Learn Together
Join a dynamic cohort of like-minded individuals. Engage in group projects and collaborative activities and exchange ideas. Together, you'll create a rich learning environment.
Realistic Scenarios
Dive into realistic financial reporting scenarios that mimic real-world challenges. Apply your knowledge in practical situations and gain valuable hands-on experience.
Downloadable Templates
Gain access to a treasure trove of downloadable templates such as requirements gathering and a Bus Matrix (for applying the Kimball methodology) that you can apply immediately to your own use cases!
Expert Guidance
Get personalized guidance and feedback directly from the course instructor Rishi. He'll assist you throughout the course, addressing queries and providing individual coaching to get you the results you need!
Lifelong Community
Upon completing the course, gain access to our exclusive lifelong learning community. Stay connected with fellow alumni, industry experts, and stay updated on the latest trends in financial reporting and Power BI.
Capturing Report Requirements
Utilise the LDI Scoping template and Metrics Tracker to craft your data story, pinpoint vital metrics, and establish reporting goals. Ensure your reports align with your organisation's needs
Data Model Design
Discover robust financial data modeling with Charts of Accounts, multi-currencies and hierarchies. Learn to structure your data with the right set of tables and relationships for insightful analysis.
Data Preparation
Harness the prowess of Power Query to cleanse, reshape, and refine financial data. Gain mastery in handling diverse data sources, cleaning and manipulating data into the required financial data structures.
Business Logic
Leverage DAX for creating logic including financial ratios, time intelligence and variance analysis. These are all esssential for building comprehensive financial analysis!
Financial Statement Layouts
Create formatted, dynamic Financial Statements in Power BI and Excel, complete with sub-totals, drill-through into the General Ledger, and support for dynamic number formats.
Storytelling with Data
Bring your data to life with Power BI using capabilities such as native/custom visuals (including waterfall charts!), cross-filtering, report tooltips, AI visuals and drill-through pages.
This course is aimed at anyone who wants to learn the fundamentals of how to work with data in Power BI using a financial dataset!
Perhaps you’re used to working in Excel for creating financial statements or management reports and want to see how Power BI can be used as an addition to your toolbox for more powerful analysis and automation.
Whilst a certain amount of experience in Power BI and an understanding of financial concepts is helpful, the course makes few assumptions around this and through the expert guidance/peer learning you'll be able to fill any knowledge gaps with ease!
"This is not like any other Power BI course, where all the Power BI topics will be covered one after the other. Instead, this course helps us understand the process of Capturing Requirements like User stories, a sample demo of customer interviews, and how to approach the designing of a data model from scratch. I found this part of the course invaluable since I didn't find this guidance in any other course, not even in a real work experience. Besides this, for every module, there are a lot of interesting challenges the student needs to work on, quizzes based on the learning of each module, interactive scenarios to understand, practicing the clicks exercises to get used to performing some important tasks like creating parameters, etc and downloadable templates that we can use and the solution files. Even though I've some knowledge of Power BI and DAX at a beginner to Intermediate level, I found this course very helpful and learned many things so far.”
Kalyan BuddhaExperienced SQL BI Developer“I have attended several Power BI courses in the past and this one differentiates itself from the others because it is especially designed to help those interested in using Power BI for financial reporting. The tools, templates and techniques provided help you balance the business understanding with the data understanding from the outset, setting you up to deliver meaningful insights, with high levels of automation. The course content reflects the skills, knowledge and experience Rishi has gained as a qualified accountant, Microsoft Valued Professional (MVP) and Group Manager at Avanade and I highly recommend it. I look forward to applying some of these techniques within my own team.“
Michelle SantokieAdvisory, Performance Improvement, Data Science, Analytics“Rishi is a consummate professional who has a wealth of knowledge around PowerBI and it's applications. One great thing about this course (which as a developer I often miss) is the understanding and recording of client requirements. Furthermore, I often over-look the recording of client data sources and how they will be used and transformed to meet requirements. These two stages / modules where we learnt about capturing client requirements and incumbent data sources were invaluable to helping me improve my approach as a developer and offering. He is a very forgiving trainer who provided a lot of auxiliary knowledge around data modelling and database theory which helped plug a lot of gaps in knowledge. I would highly recommend this course for any aspiring Power BI developer.”
Nikesh ValjiFounder LAX Financial Consulting"This is not like any other Power BI course, where all the Power BI topics will be covered one after the other. Instead, this course helps us understand the process of Capturing Requirements like User stories, a sample demo of customer interviews, and how to approach the designing of a data model from scratch. I found this part of the course invaluable since I didn't find this guidance in any other course, not even in a real work experience. Besides this, for every module, there are a lot of interesting challenges the student needs to work on, quizzes based on the learning of each module, interactive scenarios to understand, practicing the clicks exercises to get used to performing some important tasks like creating parameters, etc and downloadable templates that we can use and the solution files. Even though I've some knowledge of Power BI and DAX at a beginner to Intermediate level, I found this course very helpful and learned many things so far.”
Kalyan BuddhaExperienced SQL BI Developer“I have attended several Power BI courses in the past and this one differentiates itself from the others because it is especially designed to help those interested in using Power BI for financial reporting. The tools, templates and techniques provided help you balance the business understanding with the data understanding from the outset, setting you up to deliver meaningful insights, with high levels of automation. The course content reflects the skills, knowledge and experience Rishi has gained as a qualified accountant, Microsoft Valued Professional (MVP) and Group Manager at Avanade and I highly recommend it. I look forward to applying some of these techniques within my own team.“
Michelle SantokieAdvisory, Performance Improvement, Data Science, Analytics“Rishi is a consummate professional who has a wealth of knowledge around PowerBI and it's applications. One great thing about this course (which as a developer I often miss) is the understanding and recording of client requirements. Furthermore, I often over-look the recording of client data sources and how they will be used and transformed to meet requirements. These two stages / modules where we learnt about capturing client requirements and incumbent data sources were invaluable to helping me improve my approach as a developer and offering. He is a very forgiving trainer who provided a lot of auxiliary knowledge around data modelling and database theory which helped plug a lot of gaps in knowledge. I would highly recommend this course for any aspiring Power BI developer.”
Nikesh ValjiFounder LAX Financial ConsultingSign up below to receive more details and gain instant access to the first two modules of the course for free!
