This recorded webinar covers how to generate a summary of financial data using Power BI.
Overview
This recorded webinar covers how to generate a summary of financial data using Power BI. Create trend analysis based on large datasets and create discrete summaries in minutes not hours. Find out how to manage and manipulate data with this easy to use and highly powerful application.
Using a practical exercise for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.
Key topics:
- Introduction to Power BI – what it is, how it works
- Loading, linking and updating data. How to upload a series of Excel spreadsheets
- Transform the data and deal with loading issues
- Create a calculated column and a series of calculated measures
- Create summaries of the dataset in the report viewer
As part of this webinar you will receive:
- Downloadable worksheets with practical tasks to embed the knowledge
- A learning manual with step by step instructions
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Course updated: 2020
Objectives
- Gain the knowledge to work with Power BI to analyse and manage financial data
Audience
Professionals working in SME or Corporate entities in specialist or analyst roles, and mid-level career roles working in job functions such as external reporting, financial control and management accounting