Revealed: Data Consolidations with Microsoft Power BI Tools
Revealed: Data Consolidations with Microsoft Power BI Tools, available at $44.99, has an average rating of 4.45, with 30 lectures, based on 22 reviews, and has 127 subscribers.
You will learn about Use the power of Excel 2016, Power Query and Power Pivot to create structure, reduce complexity, and improve flexibility Creating a systems-based approach to data transformations Consolidating data between multiple business entities Data transformations using Microsoft Excel, Power Query, and Power Pivot Learn to 'clean' your trial balance data and put into a format suitable for analysis Managing the Data Model by creating relationships between data sets Creating Dashboards to present the data using Visual Basic and simple macros Course Layout: a.) Transforming the Data b.) Creating Dashboards c.) Making Decisions Sample files are provided to follow along and test your understanding real-time Apply these techniques to your organization This course is ideal for individuals who are Finance and Accounting professionals who perform data transformations and consolidations or All financial analysts who need a better way to handle large amounts of data or Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system or Those who want to improve their data analytics and Power Query talents It is particularly useful for Finance and Accounting professionals who perform data transformations and consolidations or All financial analysts who need a better way to handle large amounts of data or Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system or Those who want to improve their data analytics and Power Query talents.
Enroll now: Revealed: Data Consolidations with Microsoft Power BI Tools
Summary
Title: Revealed: Data Consolidations with Microsoft Power BI Tools
Price: $44.99
Average Rating: 4.45
Number of Lectures: 30
Number of Published Lectures: 30
Number of Curriculum Items: 30
Number of Published Curriculum Objects: 30
Original Price: $59.99
Quality Status: approved
Status: Live
What You Will Learn
- Use the power of Excel 2016, Power Query and Power Pivot to create structure, reduce complexity, and improve flexibility
- Creating a systems-based approach to data transformations
- Consolidating data between multiple business entities
- Data transformations using Microsoft Excel, Power Query, and Power Pivot
- Learn to 'clean' your trial balance data and put into a format suitable for analysis
- Managing the Data Model by creating relationships between data sets
- Creating Dashboards to present the data using Visual Basic and simple macros
- Course Layout: a.) Transforming the Data b.) Creating Dashboards c.) Making Decisions
- Sample files are provided to follow along and test your understanding real-time
- Apply these techniques to your organization
Who Should Attend
- Finance and Accounting professionals who perform data transformations and consolidations
- All financial analysts who need a better way to handle large amounts of data
- Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system
- Those who want to improve their data analytics and Power Query talents
Target Audiences
- Finance and Accounting professionals who perform data transformations and consolidations
- All financial analysts who need a better way to handle large amounts of data
- Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system
- Those who want to improve their data analytics and Power Query talents
This course will teach you how to systematically transform and consolidate financial data using Microsoft Excel, Power Query, and Power Pivot. I will show you how to turn your organization’s existing Trial Balance into a meaningful query that can easily be replicated each time you regenerate your data. We will construct relationships in the data model, allowing us to turn the initial Trial Balance into a Global Income Statement by connecting data across multiple entities.
My guarantee to you:
After taking this course you’ll learn a new way to use Power BI products to manage financial consolidations.
Does your financial close process suffer from any of these common ailments?
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Unstructured – No commonality in account structure? No corporate hierarchies for dimensions such as accounts, entities, departments and products?
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Complex – Use of multiple spreadsheets for consolidation? Poor controls, no process standardization and limited communication between users?
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Inflexible – Lack of multidimensional financial reporting that can quickly adapt to changing business needs?
Use the power of Excel 2016, Power Query, Power Pivot and the Data Model to solve these problems.
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Create structure – define a common chart of accounts and reporting dimensions shared by all locations, departments and reports
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Reduce complexity – dramatically improve controls by having ‘one version of the truth’ accessible to multiple users; eliminate need for multiple spreadsheets while communicating close status to all users throughout the process
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Introduce flexibility – create updatable multidimensional hierarchy structures that quickly meet accounting and Finance reporting requirements
Become the financial systems superstar at your current company or go somewhere else and be their superstar.
Course Curriculum
Chapter 1: Let's Get Started!
Lecture 1: Brief Introduction
Lecture 2: Download the Sample Files
Lecture 3: Hello, World!
Chapter 2: Trial Balance (The Data)
Lecture 1: Purpose of This Section
Lecture 2: Section 1, Lesson 01 – Load metadata – Chart of Accounts (Power Query)
Lecture 3: Section 1, Lesson 02 -Load metadata – Chart of Accounts (Power Query)
Lecture 4: Link data to metadata (Data Modeling)
Lecture 5: Analyze data (Power Pivot)
Lecture 6: Learn By Doing – Build your Financial Consolidations Data Section
Chapter 3: Trial Balance (The Dashboard)
Lecture 1: Purpose of This Section
Lecture 2: Section 2, Lesson 01 – Create the Dashboard
Lecture 3: Section 2, Lesson 02 – Add Navigation Macros
Lecture 4: Section 2, Lesson 03 – Refresh the Dashboard
Lecture 5: Section 2, Lesson 04 – Clean Up the Dashboard
Lecture 6: Learn By Doing – Let's build a Financial Consolidations Dashboard
Chapter 4: Trial Balance (The Decisions)
Lecture 1: Purpose of This Section
Lecture 2: Section 3, Lesson 01 – Data Cleaning your Power Pivot Reports
Lecture 3: Section 3, Lesson 02 – Sorting your Power Pivot Reports
Lecture 4: Section 3, Lesson 03 – Hiding Report Member Names
Lecture 5: Section 3, Lesson 04 – Adding Report Data Columns
Lecture 6: Learn By Doing – Build your Financial Consolidations Report
Chapter 5: Income Statement (The Data)
Lecture 1: Purpose of This Section
Lecture 2: Section 4, Lesson 01 – Create an Income Statement
Lecture 3: Section 4, Lesson 02 – Data Load for a Second Legal Entity
Lecture 4: Section 4, Lesson 03 – Combining Income Statements (E01 and E02)
Lecture 5: Section 4, Lesson 04 – Global Income Statement
Chapter 6: Income Statement (The Dashboard)
Lecture 1: Section 5, Lesson 1 – Add a Dashboard Text Box
Lecture 2: Section 5, Lesson 2 – Fix Broken Dashboard Links
Chapter 7: SUCCESS!!!!
Lecture 1: BONUS – – Congratulations! Some Further Resources and Contact Information
Lecture 2: Please Rate and Review
Instructors
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Doug Burke
Financial Systems Leader and Experienced Teacher
Rating Distribution
- 1 stars: 0 votes
- 2 stars: 1 votes
- 3 stars: 3 votes
- 4 stars: 9 votes
- 5 stars: 9 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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