Introduction to Visualising and Analysing Financial Data with Power BI

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01

Highlights

02

Who this course is for

This comprehensive course is aimed at anybody who works with data (especially financial data) who are new to Power BI and/or have been using Power BI but want an overview of how to work with financial (accounting) data.

This will be a hands-on tutorial-style session.  Attendees will need a laptop with the latest version of Power BI Desktop installed. 

03

Benefits

At the end of this course you will have a greater understanding of the complexities of working with financial data in Power BI and some techniques you can apply on your own data!

04

Syllabus

Visualisations in Power BI Desktop based on financial data. This may include

  • The balance sheet of an asset management company

  • A market risk “backtest” report comparing financial risk and profitability for trading areas within a bank

  • Time series of the price and volume traded of a FTSE 100 company

  • Data comparing different company financial key performance numbers, e.g. revenue, profit ratio, possibly M&G and peers but possibly not, over the last few years.

Building Financial Statements in Power BI desktop focusing on:

  • Demo - financial reports + scenario planning

  • Overall Architecture and design principles

  • Building out financial statements in Power BI

  • Comparisons Actuals vs Budget and Forecast

05

Prices and Dates

 

£1495 for all 4 days (26th-29th September)

06

What you will get

  • Participation in a small classroom (limited to 15 participants)

  • Lunch on each day and coffee/water in breaks throughout the day

  • A certificate of completion

  • Membership of the PPF community on Slack where you can ask questions of the Power BI/Finance experts