Mô tả

Are you ready to embark on a transformative journey that will elevate your financial reporting and analysis skills to a whole new level? If you're passionate about harnessing the full potential of Microsoft Excel, Power Pivot, and DAX (Data Analysis Expressions), then our "Accounting Analytics & Financial Business Intelligence Masterclass with Excel" is your gateway to a world of data-driven financial insights and professional excellence.


In today's rapidly evolving business landscape, data-driven decision-making is no longer just an advantage; it's a necessity. The ability to extract meaningful insights from financial data is a highly sought-after skill in the finance and accounting professions, and this masterclass is designed to equip you with exactly that.


What Does This Masterclass Offer?

This comprehensive course is much more than a typical Excel training. It's a holistic journey into the realms of financial reporting, accounting analytics, and financial business intelligence. Whether you're a finance professional looking to sharpen your skills or an aspiring business analyst aiming to stand out in the competitive job market, this course offers a transformative learning experience.


Unlock the Power of Excel, Power Pivot, and DAX:

We'll start by demystifying Microsoft Excel, transforming it from a spreadsheet tool into a powerful engine for financial analysis. You'll discover the capabilities of Power Pivot and how it empowers you to work with larger datasets, perform more complex calculations, and create interactive reports and dashboards. DAX (Data Analysis Expressions) will become your trusted companion as we delve into its advanced features to unlock the true potential of your financial data.


Mastering Financial Statements:

Our journey begins with a solid foundation in financial statements. You'll learn how to prepare key financial documents with confidence, including Income Statements, Balance Sheets, Cash Flow Statements, and Statements of Changes in Equity. We'll guide you through each step of the process, ensuring you understand not only the "how" but also the "why" behind these financial statements.


Dynamic Financial Analysis with DAX:

The real magic of this masterclass lies in our exploration of dynamic financial analysis. Here, we introduce you to the world of DAX formulas and functions. You'll not only grasp the fundamentals but also learn to tackle complex calculations that adapt to your data filters and slicers. Imagine being able to calculate key financial ratios and performance metrics in real-time, visualizing them effortlessly, and gaining insights that drive strategic decisions.


Creating Stunning Financial Dashboards:

But we don't stop at calculations; we empower you to turn your insights into actionable information. With your newfound DAX expertise, you'll create captivating financial analytics dashboards. These dashboards aren't just visually appealing; they're your bridge between raw data and informed decision-making. Learn how to design dashboards that tell a story, uncover trends, and present your data in a way that drives action.


Who Should Enroll?

This masterclass is designed for a wide range of professionals:

Financial Analysts: Enhance your analytical skills and become a valuable asset to your organization.

Accountants: Elevate your financial reporting capabilities and streamline your processes.

Business Analysts: Gain a competitive edge in the job market with expertise in data-driven decision-making.

Entrepreneurs: Harness financial insights to make informed business decisions and drive growth.

Students: Build a strong foundation for a career in finance, accounting, or business analysis.


Why Choose This Masterclass?

Practical Focus: Our course is built on real-world scenarios and practical applications, ensuring that you can immediately apply what you learn to your job or projects.

Expert Instructor: Learn from experienced professional who have mastered the art of financial analysis and data-driven decision-making.

Hands-On Learning: We believe in learning by doing. You'll work on exercises, projects, and case studies that mirror real-life situations.

Lifetime Access: Gain unlimited access to course materials, updates, and a vibrant community of learners.

Certification: Receive a certification upon completion, demonstrating your proficiency in Accounting Analytics and Financial Business Intelligence with Excel.


Join Us on This Transformative Journey:

Today's business landscape demands professionals who can transform data into actionable insights. With our "Accounting Analytics & Financial Business Intelligence Masterclass with Excel," you'll not only unlock the power of Excel, Power Pivot, and DAX, but you'll also gain the confidence to navigate the complex world of financial reporting and analysis.


Enroll today and take the first step towards becoming a true expert in data-driven financial analysis. Empower yourself with skills that open doors to exciting career opportunities and make you an invaluable asset to any organization. We look forward to guiding you on this transformative journey.

Bạn sẽ học được gì

Financial Reporting

Dynamic Profit & Loss Statement aka Income Statement

Dynamic Balance Sheet

Dynamic Cash Flow Statement

Dynamic Statement of Changes in Equity

Dynamic Financial Ratios and Financial Analysis

Dynamic Visualizations and Dashboards

All the Power Pivot & DAX needed

Dynamic Horizontal Analysis

Dynamic Vertical Analysis

Yêu cầu

  • Basic knowledge of Financial Reports and Ratios
  • Basic knowledge of Microsoft Excel

Nội dung khoá học

16 sections

Getting started

8 lectures
Adding Power Pivot & Power Query to Excel
03:56
Resources for Excel 2010 and 2013 Version users
00:15
Course data file
00:08
Understanding Data
10:35
Why use GL | Why our GL is in plus and minus values
00:52
Adding data to data model
07:40
Data Modelling
04:43
Adding Power Pivot and exploring it further
07:01

Preparation of Profit & Loss Statement

6 lectures
Preparing P&L
13:14
Slicing P&L for Countries
03:23
Calculating Gross Profit & EBITDA
10:25
Homework: Calculate Operating Profit, PBIT, & Net Profit
00:06
Calculating Operating Profit, PBIT, & Net Profit
06:08
Adjusting Connections for Slicers
01:44

Getting started with DAX

8 lectures
Introduction to DAX
10:06
Using Calculate function - Calculate Sales
06:09
Calculating Gross Profit using Calculate function
03:32
Calculating EBITDA & Operating Profit
04:43
Calculating PBIT & Net Profit
04:25
Calculating Gross Profit Margin
01:47
Operating Profit Margin & Net Profit Margin
02:10
Next steps!
00:40

Introduction to next level DAX

5 lectures
Introduction to the Problem - the default behavior of Pivot Table
03:52
YTD | QTD | MTD
09:48
Minimum and Maximum
03:10
Minimum Date Across the Data
05:05
Calculating the TTD Value
05:20

Preparation of Balance Sheet

6 lectures
Preparing Balance Sheet
05:23
Calculating Asset Turnover
05:31
Return on Capital Employed
04:43
Return on Equity
03:04
Gearing
02:34
Interest Cover
04:48

Working Capital Ratios

6 lectures
Homework: Current Ratio & Quick Ratio
00:15
Current Ratio
05:17
Quick Ratio
02:58
Receivables Collection Period
03:28
Payables Payment Period
04:06
Inventory Turnover Period
03:07

Trial Balance | Drill down | Account Transactions or Ledgers

3 lectures
Preparing Trial Balance
11:46
Drilling down values
02:54
Preparing Ledgers (Accounting Transactions)
06:40

Preparing the Cash Flow Statement

12 lectures
Revising the Cash Flow Statement Structure
02:50
Defining Cash Flow Statement Structure
10:49
Understanding Value Type in Structure
09:54
Data Modelling for Cash Flow Structure
07:24
Setting up Cash Flow Statement
08:05
Making our measures work for Cash Flow Statement
06:08
Defining measures for positive only and negative only values
06:49
Calculating the Cash Flow Statement Value
12:01
Calculating the Closing Balance of Cash for Cash Flow Statement
05:49
Calculating the Opening Balance of Cash for Cash Flow Statement
06:30
Checking the accuracy of values
03:03
Styling Cash Flow Statement
03:08

Statement of Changes in Equity

8 lectures
Revising Statement of Changes in Equity structure
03:21
Defining and Understanding SOCE structure
07:55
Data Modelling for SOCE
02:39
Setting up Statement of Changes in Equity
03:48
Making DAX measures work for SOCE
06:23
Defining the SOCE values measure
11:18
Adding Opening Balance in SOCE measure
08:45
Adding Slicers
01:21

Basic Dashboard for cross-country comparison

4 lectures
Introduction
02:52
Setting up the Financial Performance Dashboard
13:44
Financial Performance Dashboard - Continued
08:32
Financial Performance Dashboard Continued Part 3
21:25

Income Statement Analytics Dashboard

3 lectures
Introduction
02:56
Preparing Dashboard
22:06
Preparing Dashboard - Part 2
24:33

Balance Sheet Analytics Dashboard

4 lectures
Section introduction
01:32
Preparing Dashboard
18:12
Adding charts to Dashboard
14:37
Adding charts to Dashboard Part 2
26:40

More ways to prepare analytics | Rolling Values | Moving Average | Average Value

10 lectures
Introduction to the section - problem statement
09:17
Calculating Rolling Values
07:28
Calculating Moving Averages
02:44
3 Month Rolling Value and Monthly Moving Average
06:34
Average Value for the Balance Sheet related values
05:38
Calculating Average Value considering all the individual data points
08:24
Previous Period Value and Period on Period Growth
10:05
Calculating Previous Month Values and MoM Growth for P&L Values
06:40
Calculating Previous Quarter Values and QoQ Gowth for P&L Values
05:03
Calculating Dynamic Previous Period Value and PoP Growth for P&L Values
10:27

Horizontal and Vertical Analysis of Income Statement & Balance Sheet

4 lectures
Horizontal Analysis of Profit & Loss Statement
06:04
Horizontal Analysis of Balance Sheet
04:13
Vertical Analysis of P&L
10:20
Vertical Analysis of Balance Sheet
08:34

Calculating Values for the Previous Corresponding Period

2 lectures
PCP Value and PCP Growth for FTP Values
12:27
PCP Value and PCP Growth for TTD Values
10:38

Bonus section

5 lectures
How do we convert Debit & Credit GL values to Positive & Negative values
00:54
Converting two column Debit & Credit GL to single column Positive & Negative GL
09:30
Converting single column values to Debit & Credit
06:29
Working with non-calendar Financial Year
20:08
Bonus lecture
01:39

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