This is a unique introductory course, aimed specifically at accountants who are accomplished users of Excel for reporting, but have limited or no prior exposure to Power BI.
– 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.
In this one-day hands-on introduction to Power BI, you will, in a single day, build an interactive Profit & Loss report using typical “raw” SME accounting data. Through doing this, you will learn about:
DAX (Data Analysis Expressions) functions that you will be introduced to will include:
At the end of the course, you will have a templated Profit & Loss report and an understanding of how it was created that you can take away and adapt to your own particular needs.
Hugh Johnson, one of the founders of Accounting Insights, has been working full-time with Power BI since before it’s 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.
No prior knowledge of Power BI is assumed, though a working knowledge of Excel (or equivalent), use of Excel functions and a good knowledge of accounting is. Prior exposure to working with tables (for example in Microsoft Access or Excel) or Pivot Tables would be beneficial, but not essential.
All equipment and software necessary for the course will be provided.
Tea, coffee, soft drinks and lunch will be provided.
10 metres from Borough Tube Station, 10 mins walk from London Bridge Rail & Tube Station.