Excel Financial Reporting, Analysis, & Business Intelligence
Excel Financial Reporting, Analysis, & Business Intelligence, available at $74.99, has an average rating of 4.26, with 95 lectures, based on 261 reviews, and has 3319 subscribers.
You will learn about 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 This course is ideal for individuals who are Financial Analysts or Business Analysts or Finance Managers or Financial Controllers or Accountants or Bookkeepers or Accounting & Finance students It is particularly useful for Financial Analysts or Business Analysts or Finance Managers or Financial Controllers or Accountants or Bookkeepers or Accounting & Finance students.
Enroll now: Excel Financial Reporting, Analysis, & Business Intelligence
Summary
Title: Excel Financial Reporting, Analysis, & Business Intelligence
Price: $74.99
Average Rating: 4.26
Number of Lectures: 95
Number of Published Lectures: 94
Number of Curriculum Items: 95
Number of Published Curriculum Objects: 94
Original Price: $199.99
Quality Status: approved
Status: Live
What You Will Learn
- 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
Who Should Attend
- Financial Analysts
- Business Analysts
- Finance Managers
- Financial Controllers
- Accountants
- Bookkeepers
- Accounting & Finance students
Target Audiences
- Financial Analysts
- Business Analysts
- Finance Managers
- Financial Controllers
- Accountants
- Bookkeepers
- Accounting & Finance students
Master Financial Business Intelligence with dynamic Excel-based reports, financial statements, ratios, KPIs, and metrics. Gain insights, make informed decisions, and create dashboards with meaningful data views. Using Microsoft Excel, Power Pivot, and DAX (Data Analysis Expressions), this masterclass opens doors to data-driven financial insights and professional excellence.
What This Masterclass Offers:
This course goes beyond typical Excel training, offering a comprehensive journey into financial reporting, accounting analytics, and business intelligence. Perfect for finance/accounting professionals and aspiring business analysts, it delivers a transformative learning experience.
Unlock the Power of Excel, Power Pivot, and DAX:
Transform Excel from a spreadsheet tool into a powerful engine for financial analysis. Learn to work with larger datasets, perform complex calculations, and create interactive reports and dashboards using Power Pivot and DAX.
Mastering Financial Statements:
Build a solid foundation in preparing key financial documents, including Income Statements, Balance Sheets, Cash Flow Statements, and Statements of Changes in Equity. Understand both the “how” and the “why” behind these essential financial statements.
Dynamic Financial Analysis with DAX:
Explore dynamic financial analysis using DAX formulas and functions. Perform complex calculations that adapt to data filters and slicers, allowing real-time calculation of key financial ratios and performance metrics.
Creating Stunning Financial Dashboards:
Turn insights into actionable information with captivating financial analytics dashboards. Design dashboards that tell a story, uncover trends, and present data effectively to drive strategic decisions.
Who Should Enroll?
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Financial Analysts: Enhance analytical skills and become invaluable to your organization.
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Accountants: Elevate reporting capabilities and streamline processes.
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Business Analysts: Gain a competitive edge with expertise in data-driven decision-making.
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Entrepreneurs: Make informed decisions to drive business growth.
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Students: Build a strong foundation for a career in finance, accounting, or business analysis.
Why Choose This Masterclass?
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Practical Focus: Apply real-world scenarios and practical applications immediately.
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Expert Instructor: Learn from professional who excel in financial analysis and data-driven decision-making.
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Hands-On Learning: Engage in exercises, projects, and case studies reflecting real-life situations.
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Lifetime Access: Enjoy unlimited access to course materials, updates, and a community of learners.
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Certification: Receive 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 turn data into actionable insights. Our “Accounting Analytics & Financial Business Intelligence Masterclass with Excel” empowers you with skills 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.
Course Curriculum
Chapter 1: Getting started
Lecture 1: Adding Power Pivot & Power Query to Excel
Lecture 2: Resources for Excel 2010 and 2013 Version users
Lecture 3: Course data file
Lecture 4: Understanding Data
Lecture 5: Why use GL | Why our GL is in plus and minus values
Lecture 6: Adding data to data model
Lecture 7: Data Modelling
Lecture 8: Adding Power Pivot and exploring it further
Chapter 2: Preparation of Profit & Loss Statement
Lecture 1: Preparing P&L
Lecture 2: Slicing P&L for Countries
Lecture 3: Calculating Gross Profit & EBITDA
Lecture 4: Homework: Calculate Operating Profit, PBIT, & Net Profit
Lecture 5: Calculating Operating Profit, PBIT, & Net Profit
Lecture 6: Adjusting Connections for Slicers
Chapter 3: Getting started with DAX
Lecture 1: Introduction to DAX
Lecture 2: Using Calculate function – Calculate Sales
Lecture 3: Calculating Gross Profit using Calculate function
Lecture 4: Calculating EBITDA & Operating Profit
Lecture 5: Calculating PBIT & Net Profit
Lecture 6: Calculating Gross Profit Margin
Lecture 7: Operating Profit Margin & Net Profit Margin
Lecture 8: Next steps!
Chapter 4: Introduction to next level DAX
Lecture 1: Introduction to the Problem – the default behavior of Pivot Table
Lecture 2: YTD | QTD | MTD
Lecture 3: Minimum and Maximum
Lecture 4: Minimum Date Across the Data
Lecture 5: Calculating the TTD Value
Chapter 5: Preparation of Balance Sheet
Lecture 1: Preparing Balance Sheet
Lecture 2: Calculating Asset Turnover
Lecture 3: Return on Capital Employed
Lecture 4: Return on Equity
Lecture 5: Gearing
Lecture 6: Interest Cover
Chapter 6: Working Capital Ratios
Lecture 1: Homework: Current Ratio & Quick Ratio
Lecture 2: Current Ratio
Lecture 3: Quick Ratio
Lecture 4: Receivables Collection Period
Lecture 5: Payables Payment Period
Lecture 6: Inventory Turnover Period
Chapter 7: Trial Balance | Drill down | Account Transactions or Ledgers
Lecture 1: Preparing Trial Balance
Lecture 2: Drilling down values
Lecture 3: Preparing Ledgers (Accounting Transactions)
Chapter 8: Preparing the Cash Flow Statement
Lecture 1: Revising the Cash Flow Statement Structure
Lecture 2: Defining Cash Flow Statement Structure
Lecture 3: Understanding Value Type in Structure
Lecture 4: Data Modelling for Cash Flow Structure
Lecture 5: Setting up Cash Flow Statement
Lecture 6: Making our measures work for Cash Flow Statement
Lecture 7: Defining measures for positive only and negative only values
Lecture 8: Calculating the Cash Flow Statement Value
Lecture 9: Calculating the Closing Balance of Cash for Cash Flow Statement
Lecture 10: Calculating the Opening Balance of Cash for Cash Flow Statement
Lecture 11: Checking the accuracy of values
Lecture 12: Styling Cash Flow Statement
Chapter 9: Statement of Changes in Equity
Lecture 1: Revising Statement of Changes in Equity structure
Lecture 2: Defining and Understanding SOCE structure
Lecture 3: Data Modelling for SOCE
Lecture 4: Setting up Statement of Changes in Equity
Lecture 5: Making DAX measures work for SOCE
Lecture 6: Defining the SOCE values measure
Lecture 7: Adding Opening Balance in SOCE measure
Lecture 8: Adding Slicers
Chapter 10: Basic Dashboard for cross-country comparison
Lecture 1: Introduction
Lecture 2: Setting up the Financial Performance Dashboard
Lecture 3: Financial Performance Dashboard – Continued
Lecture 4: Financial Performance Dashboard Continued Part 3
Chapter 11: Income Statement Analytics Dashboard
Lecture 1: Introduction
Lecture 2: Preparing Dashboard
Lecture 3: Preparing Dashboard – Part 2
Chapter 12: Balance Sheet Analytics Dashboard
Lecture 1: Section introduction
Lecture 2: Preparing Dashboard
Lecture 3: Adding charts to Dashboard
Lecture 4: Adding charts to Dashboard Part 2
Chapter 13: More ways to prepare analytics | Rolling Values | Moving Average | Average Value
Lecture 1: Introduction to the section – problem statement
Lecture 2: Calculating Rolling Values
Lecture 3: Calculating Moving Averages
Lecture 4: 3 Month Rolling Value and Monthly Moving Average
Lecture 5: Average Value for the Balance Sheet related values
Lecture 6: Calculating Average Value considering all the individual data points
Lecture 7: Previous Period Value and Period on Period Growth
Lecture 8: Calculating Previous Month Values and MoM Growth for P&L Values
Lecture 9: Calculating Previous Quarter Values and QoQ Gowth for P&L Values
Lecture 10: Calculating Dynamic Previous Period Value and PoP Growth for P&L Values
Chapter 14: Horizontal and Vertical Analysis of Income Statement & Balance Sheet
Lecture 1: Horizontal Analysis of Profit & Loss Statement
Lecture 2: Horizontal Analysis of Balance Sheet
Lecture 3: Vertical Analysis of P&L
Instructors
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Irfan Sharif ACA ACCA | #1 Best Selling Instructor of Accounting & Bookkeeping
Bestselling Trainer | Chartered Accountant | PwC Alumni
Rating Distribution
- 1 stars: 3 votes
- 2 stars: 4 votes
- 3 stars: 19 votes
- 4 stars: 83 votes
- 5 stars: 152 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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