SCHEDULE
| Dates | Venue | Category |
| 17-19 January 2023 | Dubai – United Arab Emirates | Finance – Accounting |
| 24-28 July 2023 | Bangkok – Thailand | Finance – Accounting |
| 16-20 October 2023 | Kuala Lumpur – Malaysia | Finance – Accounting |
| 23-27 October 2023 | Port Moresby – Papua New Guinea | Finance – Accounting |
INTRODUCTION
This training program has two main sections: Certified Financial Modeller (CFM) and Advanced Analytics & Visualisation in Ms. Power BI.
Certified Financial Modeler: Financial Modeling & Analysis are among the most highly- respected skills in the business world and job marketplace. From Banks, Accounting, Investment, Insurance and Business Decision-Making rely on complex analytical decisions every day.
Advanced Analytics in Ms. Power BI:
The core focus of this section is to understand Data Analytics and work with Microsoft Power BI for converting data into insights and insights into smart business decisions.
Microsoft Power BI enables analysts and business decision makers to connect directly with many data sources, extract, transform and model data and create highly interactive smart dashboards enriched with AI capabilities.
The fundamental objective of this section is to enable the participants to devise a comprehensive analytical approach and convert data into informed reporting & dashboards. The participants will learn to leverage Microsoft Power BI to solve core business problems and improve financial & business operations’ efficiency. The participants will take an in-depth dive into the wonders of Microsoft Power BI, igniting their interest for continuing skills development in this vital area.
The section is designed to add immensely to the participant’s ability to develop intelligent dashboards from published reports, discover better insight from the data & create practical recipes on the various tasks that one can perform with Microsoft Power BI.
BENEFITS OF ATTENDING
- Identification and application of advanced excel functions essential for Financial Modeler.
- Apply best practices for financial modelling for preparation of model.
- Model structure designing based on pre-determined outputs & requirements.
- Apply best practices in capital structure modelling and financial appraisal methods.
- Build and incorporate Operating & Financial Schedules.
- Perform sensitivity and scenario analysis in financial modeling.
- Auditing Techniques in Excel to check the integrity and errors.
- Develop detailed understanding of Data Analytics and BI.
- Turning data to insights
- Transforming & shaping data from different sources using Power Query.
- Creating & managing data models
- Solving business problems using DAX
- Self-service Business Intelligence with Power BI.
- Readily available information across multiple devices
- Process automation and reduction in manual work.
- Creation of highly professional dashboards
- Publishing & sharing dashboards on Power BI service.
- Stand out from the crowd and advance in your career
WHO SHOULD ATTEND?
- FP & A Departments
- Public or Private Organization Investment Banking
- Asset and Portfolio Management Private Equity
- Commercial Banking
- Equity Research
- Accounting & Finance Professionals
- Head of FP & A Departments
- Business Planning & Development
- Business & Data Analysts
- MIS Reporting Executives
- Finance Professionals & Auditors.
- Human Resource Professionals
- Supply Chain Professionals
- Sales & Marketing Professionals.
- Public or Private Organization
- Investment & Commercial Banking
- Asset and Portfolio Management
- Private Equity & Equity Research
APPLICATIONS
This training will highlight the following applications:
Certified Financial Modeler – CFM
- Valuing public or private companies
- Budgeting and forecasting (planning for the years ahead)
- Making mergers and acquisition decisions
- Making credit or capital decisions
- Performing financial feasibility analysis of a new project
Advanced Analytics & Visualisation in Ms. Power BI
- Business Analytics
- Informed Decision Making
- Data Visualization
- Making Creditor Capital Decision
- Financial and other Analysis
COURSE OUTLINE
Session 1: Business Reporting and Financial Analyses
- Pivot Table, analyzing with pivot tables
- Slicers & Timeline
- Charts, Smart Tables
- Connection of Multiple Pivot Table
- Connection of Multiple Slicers
Session 2: Advanced Excel Functions
- Complex Excel Functions
- Using What if Analysis
- Goal Seek & Data Tables
- Formatting especially number formatting
- References, fixed and relative references
Session 3: Understanding Workbook, Worksheet and Cell for Model
- A detailed discussion on how to arrange workbook
- Best tabs structure for worksheets
- How to format a sheet for a financial model
- Cell formatting
- Color coding of cells for easy understanding
Session 4: Fundamentals of Financial Modeling & Best Practices
- Overview of Financial Modeling
- Understanding Financial Statement Analysis
- Learning Financial Modeling best Practices
- Financials Model Setup
- Strategies to build financial model
Session 5: Preparation of Schedules for Financial Modeling
- Revenue and pricing
- Cost of SalesHR and Payroll
- Operating Costs
- Working Capital
- PPE Lapsing & Depreciation
- Debt and Loan Amortization
- Equity
- Income Tax
Session 6: Financial Statement Projections Model
- How to integrate financial statements
- Forecasted Income Statement
- Forecasted Balance Sheet
- Forecasted Cash Flow Statement
Session 7: Scenarios Management
- Scenarios List i.e Base, Best and Worst
- How to build scenario switch
- Selection of Economic and other indicators for scenarios
- Scenario switch integration
- Summary of each scenario
Session 8: Valuation Model
- Understanding o Discounted Cash Flow (DCF) Model
- Building of DCF model Practical Case Study of DCF model
- Calculation of NPV, IRR, Profitability Index (PI, Return on Investment (ROI) and Payback period with case study
Session 8: Model Auditing
- How to use built in checks to audit a financial model
- Financial Modeling Auditing techniques
- Understanding of Formula Auditing
Session 9: What is Business Intelligence & Why to Learn?
- Introduction to Business Intelligence (BI)
- BI vs. Data Science
- Understanding the Self-Service BI Workflow
- The Framework of an Insight
- What are the common BI tools?
- Why to learn BI?
Session 10: Connecting & Transforming Data With “Power Query”
- Types of data connectors and the query editor
- Getting data from Excel, text & CSV files
- Combining all the files in a folder
- Getting data from databases
- Shaping and transforming data to fit in data model
- Table transformations, text, number, and date specific tools
- Grouping & aggregating, filtering, splitting & merging
- Pivoting and un-pivoting columns
- Merging and appending queries
- Creating conditional columns
- Working with ‘Transform’ and ‘Add column’ tools
- Data source and query refresh settings
- Understanding Power Query ‘M’ language
- ‘Advance Query Editor’
- Power Query case studies
Session 11: Creating & Managing Data Models
- Understanding what Data Model is and why we need it
- Normalization and denormalization
- Understanding ‘Facts’ and ‘Dimensions’ tables
- Primary vs. Foreign keys
- Creating ‘Star Schemas’
- Table relationships and their cardinality
- Understanding ‘filter flow’, and relationship types
- Relationships vs. Merged Tables
- Cardinality of relationships & filter direction
- Defining hierarchies and hiding fields in report view
Session 12: Solving Data Analysis Problems wit DAX
- Intro to Data Analysis Expressions (DAX)
- Similarities and differences with Excel formula language
- Calculated Columns vs. DAX Measures
- Implicit vs. Explicit Measures
- Row Context vs. Filter Context, Evaluation Contexts and Relationships
- Using quick measures
- Knowing DAX Formula Syntax & Operators
- Learning Measure calculation Step-by-Step
- Getting to know the best practices in writing DAX functions
Common DAX functions with their category
Basic math and stat functions
- SUM, AVERAGE, MAX, MIN, DIVIDE, COUNT, DISTINCTCOUNT functions
Logical functions
- IF, AND, OR, SWITCH & SWITCH(TRUE) functions
Iterator (X) Functions
- Working with iterators, SUMX & RANKX functions
The CALCULATE function
- CALCULATE & FILTER, CALCULATE & ALL, CALCULATE & ALLSELECTED
Table Functions - FILTER & ALL function, Adding Filter Context with FILTER function, RELATED & RELATEDTABLE functions
Using Variables in DAX queries - Optimizing DAX queries using Variables
Time Intelligence with DAX - Understanding time intelligence
- SAMEPERIODLASTYEAR, DATEADD, DATESINPERIOD, DATEDIFF, DATESYTD, DATESQTD, DATESMTD, PARALLELPERIOD, TOTALYTD, TOTALQTD, TOTALMTD functions
Session 13: Creating Smart Dashboards In POWER BI Desktop
- What are the top 15 rules for dashboards?
- Knowing the report view and exploring its interface
- Power BI desktop options and settings
- Creating dashboard and adding visuals
- Report filtering options & drill down pages
- Adding & formatting buttons, shapes, and images
- Adding slicers, Cards and KPI visuals
- Customizing themes and creating bookmarks
- Adding standard visuals
- Adding advanced visuals
- Analyze in Excel
- Working with external tools
- Row Level Security (RLS)
- Creating ‘Mobile Layout’
- Adding custom visuals from app source
- Publishing online on Power BI Service
Session 14: Power BI, Artificial Intelligence (AI) Visuals & Features
- The Decomposition Tree visual
- The Key Influencers visual
- The Q&A visual
- Anomaly detection
- Smart Narratives visual
- Analyze the changes
- Quick Insights
Session 15: Power BI Service on the Web
- Accessing Power BI Service and touring the interface
- License types
- Creating workspaces
- Creating dashboards directly in service
- Creating Data-Driven Alerts
- Exploring Data with Q&A & Generating Quick Insights
- Difference between Reports & Dashboards
- Creating dashboard from multiple reports
- Collaboration with others
- Analyzing in Excel
- Installing ‘Data Gateway’
- Scheduling auto refresh
Session 16: Power BI Mobile App
- Installing Power BI mobile app
- Creating Mobile view
- Adding visuals, publishing, and viewing dashboards on Mobile app / tab