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CERTIFIED FINANCIAL REPORTING ANALYST COURSE OVERVIEW
Almost every organization, whatever its size, is drowning in data. Businesses need to analyze accounting data, marketing data, service data, budget data, human resources data, manufacturing data, and organizational data, among others.
Organizations need to:
- Analyze historical performance data vs budgets;
- Measure, track and predict sales
- Finding issues before they escalate
- Develop their customer relationship
- Optimize processes and operational performance
Finance, marketing, HR and production teams in most organizations spend hours and hours of time crunching data in Excel. There is never enough time to fully analyze the data.
By using PowerPivot and Power BI you can analyze data in ways that go way beyond “regular Excel”. You can get more done in less time. PowerPivot is arguably said to be the best new feature to hit Excel in 20 years. This went extra miles with the introduction of Power BI in Sept 2015. PowerPivot is a free add-in only available in Excel 2010 any edition) or Excel 2013/16 (professional edition). It enables users to manipulate huge data sets coming from different sources in the most efficient way. Power BI is a dashboarding tool that generates the most dynamic and amazing reports at an end user level. It has taken the word by storm.
The need to have IT support to import, sort and manipulate data can be part of your distant memories after the full understanding of PowerPivot and the various applications. It blends together all the power of Business Intelligence (BI) along with the user-friendly environment of Excel. You will master tons of BI tools within 5 days. The value add you will bring back to your organizations after attending this program is immense. Microsoft’s plan is to “bring Business Intelligence to the masses” and PowerPivot, then Power BI, is their first step in the plan.
Millions and millions of rows can be imported directly and quickly from your databases straight into PowerPivot, bypassing Excel, giving users in various organizations tools that could not be done before in standard Excel. In PowerPivot you can read data from different ranges to amalgam together in one pivot table.
Imagine you have separate data bases related to different departments, regions, products, salesmen, and customers to name a few. Then your manager would like to know the sales made in this particular region for this product by this salesman to this customer year to date vs the performance of the same period in the previous year. Your manager would also like to have a dashboard where he can get all of these questions answered with few clicks. A normal pivot table will never answer this question and many more. Let alone the inability of pivot tables to handle significant data size. A normal pivot table can start choking with even 50k rows of data. One PowerPivot can easily handle data comprising of 200, 300 or 400 million rows. It is massive!!
COURSE KEY TAKEAWAYS
- Work with huge separate databases
- Combine data from different sources
- Use DAX to create calculated fields for slicing and dicing data
- Create visually appealing analytical models
- Publish dashboards through Power BI
- You will finally start to get value from the huge data available to your organization
WHO SHOULD ATTEND?
- Financial Analyst
- Chief Executive Officers
- Chief Financial Officers
- Portfolio managers
- Corporate accountants
- Credit analysts
- Private equity managers
- Venture capitalists
- Corporate finance analysts
- Risk managers
- Board members
- Investment bankers
- Financial government officials
- Strategic planners
- Compliance officers
- Management consultants
- Bank lending officers
- Internal auditors
- Management consultants
- Corporate Finance lawyers
- Length 5 days
- Level Advanced Training
- Industry Finance & Accounting
- Prerequisites None
- Association IABFM - International Academy of Business and Financial Management
- Language English
- This program is worth 35 NASBA CPE credits
PART 1: Working with classic Pivot Tables
PART 2: First practical example of Power Pivot (only Excel 2013 Professional Plus)
PART 3: Starting with the infrastructure to build a dash board using Power Pivot from scratch
PART 4: Building the Dashboard in PowerPivot from scratch step by step
PART 5: Very important notes in building dashboards using DAX
PART 6: Creating Calendar Tables
PART 7: Conditions; IF(), SWITCH(), BLANK(), etc.
PART 8: Power BI Desktop
Every part ends with a practical exmple and a case study