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)
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
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
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