Improving Excel and Power BI for finance professionals 2018 - Webinars

My Offerings


Improving Excel and Power BI for finance professionals is a suite of webinars designed to hone your skills in areas such as budgeting, forecasting, financial modelling and more.

Each webinar is designed specifically for finance professionals working with Microsoft Excel in their day-to-day working roles. Teaching points, case studies and activities carried out in the webinars reflect this content design emphasis:

  • A task-based, logical approach taken to content delivery in each webinar
  • Access to expert, practical Microsoft Excel training via the convenience of online learning - all that is needed is an internet connection and a screen
  • Opportunities for you to test knowledge acquired in the webinar

Each webinar is facilitated by leading Microsoft Excel expert, Marcus Small.

Marcus Small is the founder of, a website dedicated to Excel and VBA development with an acute focus on dashboard design and financial modelling.

Additionally, Marcus moderates both Ozgrid and Chandoo forums, which are amongst the web's largest online Excel resources.

Marcus holds a Master's Degree in Finance from ANU and has worked in the Big 4, Investment Banking and within industry both in Australia and overseas.

2018 topics:

  1. Bottom-up budgeting with Excel
  2. Financial reporting with Power BI
  3. Dashboarding tools in Power BI
  4. Data analysis in Excel 2016
  5. Budgeting with PowerPivot
  6. Creating a financial drill-down report in Excel
  7. Automating common financial tasks using the macro recorder
  8. What IF analysis using Excel
  9. Create a Balanced Scorecard using Excel
  10. Advanced financial modelling techniques
  11. Power Query to import, clean and summarise data

Access to the recording of the webinar will be made available approximately 24 hours after the webinar. Access is available for 12 months, giving you the flexibility to watch anytime, anywhere, on any device.

For an optimal experience please check webinar technical support for testing and technical instructions.

Click on the here for Marcus Small’s biography.