Hosts   

Rishi Sapra
Chris Barber
Naveen Ganpat

Rishi is a Microsoft Data Platform Most Valuable Professional (MVP), being formally recognised by Microsoft for his community contributions. He is a Chartered Accountant with a background in Financial Modelling and Consulting in Financial Services, having worked at Deloitte, HSBC, Barclays and KPMG prior to his current role as a Senior Business Intelligence consultant at Altius (now part of Avanade). Rishi is a co-founder of Learn Data Insights (www.learndatainsights.com)

LinkedIn
/ Twitter

As Senior Power BI Consultant at Altius, Chris has had a varied background in finance and analytics across large and small organisations.  He is CIMA Certified, holds an MCSA in BI Reporting & was the recipient of an IBM Academic Achievement Award during an MSc in Business Analytics.




LinkedIn

Naveen is a credit analyst having worked at a number of banks and asset managers including ING Bank in the Netherlands, Commerzbank, Friendlife (now Aviva). He is currently working in the Treasury department of a leading challenger bank. Naveen is also a co-founder of Learn Data Insights (www.learndatainsights.com)

LinkedIn

Gain hands-on experience with developing solutions in low-code/no-code platforms that can deliver immediate business value within the finance function 

Network with peers and understand how the Microsoft technology stack is being used in Finance across different companies/industries ​ 

Keep up to date with the latest developments in the technology platforms and how new features can be applied within Finance  

A space (virtual and physical) where finance professionals can come together to learn about modern approaches to financial reporting & analytics using the Microsoft Power Platform tool set

Follow us on LinkedIn and Twitter to be kept informed of upcoming events

We’ll look at some examples of data modelling challenges in Power BI that crop up often in finance. For example, calculate the risk associated with open trades, sum peak exposure values over several days, estimate the future revenues of a subscription business taking churn into account. For each example, we’ll look the problem, and demo some approaches using Power BI and DAX.

Mark is an independent consultant and trainer. He specialises in data analysis, visualisation and reporting using Power BI and the Microsoft Data Platform. He has received Microsoft's Most Valuable Professional (MVP) award for the last three years. He has a MA in Natural Sciences from Cambridge and an MBA from Imperial College, London.

 

Mark is the organiser of London Business Analytics Group, a very popular community meetup group. It has held over 100 free events in the last four years on subjects such as machine learning, data visualisation, ethics of big data, p-values, build data maps and visualising survey data.

Last Webinar - 12th November 2020 (6pm BST)

In this session, Bob outlines a comprehensive metadata-driven approach to data modelling in order to produce linked financial statements (Income Statement, Balance Sheet, Cash Flow Statement) in Power BI!

This allows you to work with complex rules for GL Account code mapping and to have different versions of the statements (e.g. regional/divisional versions with different mappings or formats/layouts).

 

Latest Material

23rd July 2020

In this captivating, demo-packed session, Jese shows how to build a financial forecasting tool in Power BI by utilising PowerApps, Power Automate and SharePoint Online.

- Using What-if parameters in Power BI for creating dynamic forecasts

 

-Development from scratch of a single-screen PowerApp with drop-downs, list data from SharePoint and text boxes for commentary to support the forecast multiplier for each account

- Embedding a PowerApp form within a Power BI report

Latest Material

Material for Webinar #15 -Modelling Cashflow

12-NOV-20

Bob Duffy

This is the source data (Excel format) and PBIX solution file for Bob Duffy's session on Cashflow modelling (12-NOV-20)

Webinar #15-Modelling Cashflow Reporting for the Enterprise in PowerBI

12-NOV-20

Bob Duffy

The cashflow report is a bit more complex than initial financial reports as it draws components from both Profit and Loss and Balance Sheet often with built in reconciliation processes.

In this session, Bob will introduce design patterns and options for preparing and presenting the financial cash flow statement for an enterprise. Items covered are:

  • Modelling Cashflow Rules

  • Dynamic Calculations in      meta data

  • Perfecting “pro forma”      cashflow templates

  • Making the cashflow      dynamic

  • Empowering Excel for      cashflow reporting and analytics

Bob has been involved in taking Financial Reporting from paper based to highly dynamic analytical models in Microsoft BI for many large enterprises in Ireland. Throughout his 30 year career he has worked with many teams of financial accounts and followed the evolution from MI to data warehousing to enterprise BI to self-service analytics.


Bob Duffy is a SQL Server MVP from Dublin, Ireland who is MCA, MCM and Analysis Services “Maestro” certified.

Bob used to work for Microsoft Consulting Services a Senior Consult and subject matter expert for BI/data. He now works at the Prodata SQL Centre off Excellence in Dublin, Ireland where he helps enterprise customers with cloud architecture, design, performance tuning, benchmarking and of course enterprise financial reporting from ERPs into PowerBI

Stay In Touch!

Please e-mail us at info@powerplatformfinance.com to reach the organisers or:

rishi@powerplatformfinance.com
chris@powerplatformfinance.com
naveen@powerplatformfinance.com
to reach us individually

If you have any questions don't hesitate to contact us.