Power BI Training for accountants NEW ONLINE Training courses Learn the basic concepts of Power BI in this unique training course, aimed specifically at accountants. Understand how to work with dates to produce monthly and year-to-date reporting. This course is for accountants who are accomplished users of Excel for reporting but have limited or no prior exposure to Power BI.Custom training available to meet your own specific objectives. Two days course Limited spots Online Training Due to the COVID-19 crisis, this course is now available online. By focusing on the typical needs of an accountant for financial analysis, we can cut to some of the essential tips, tricks and techniques that will get you productive right away. Contact us Connect, Share, Learn In this two-days hands-on introduction to Power BI, you will build an interactive Profit & Loss report using typical “raw” SME accounting data. Through doing this, you will learn about: Power BI Desktop Tables & Relationships Essential data for SME financial analysis Importing data into Power BI Drag & drop to create a simple report Some of the more popular visualisation options Calculated Columns and Measures in Power BI Why and how to add a Dates table Adding analysis periods to the Dates table Handling your financial year vs calendar year Date-based analysis like YTD, YoY, Period-on-Period Mapping your transactions table to your P&L Building a powerful, interactive one-page P&L Report DAX (Data Analysis Expressions) functions that are introduced will include: Filter Functions CALCULATE ALL FILTER Logical Functions IF AND OR Math & Trig Functions SUMX DIVIDE Statistical Functions MAX Text Functions FORMAT Other Functions VAR Date & Time Functions CALENDAR YEAR MONTH TODAY Instructor Hugh Johnson Hugh is one of the founders of Accounting Insights and he has been working full-time with Power BI since before its launch. Hugh’s focus has been exclusively on building Power BI reports from accounting data; profit & loss, balance sheet, sales, receivables, liquidity, actual vs budget variance and stock reporting. In this time, he has learned many techniques to achieve great financial reports and believes that the best person to build your financial reports is someone with accounting knowledge rather than a specialist data scientist. It is easier to train an accountant in Power BI than to train a data scientist in accounting.