Target Audience
Accounting & Finance professionals or those with regular financial or commercial reporting duties.
Existing Ability Level
Beginner/Intermediate Excel. Some experience of creating Excel formula is beneficial.
Objective
Extract, clean, map, calculate, and present your data in number-focused reports at the click of a button.
The Problem with Monthly Reporting for Finance
> Monthly reporting is a critical finance task, but it is typically manual and repetitive.
> In a world of automation, it is crazy that regular reporting is still so manual.
> There are big data integrity risks with manual reporting solutions.
> Human error creeps in and mistakes are carried forward to future reporting.
> Work involving large amounts of data may be constrained by the applications in use.
> Data from many sources is difficult to leverage together in number-focused reports.
How Monthly Reporting Could Be
> Monthly reporting is fast and reliable.
> It is straightforward to implement changes and requests.
> Data is clear and clean and any adjustments are clearly captured and understood.
> Data storage, mapping and calculation processes are robust.
> Data from many sources can be combined and leveraged to drive greater insight.
> Reports are highly customisable and dynamic, providing exactly the info required.
Course Overview
Automate your reporting to save time, reduce risk, and deliver more value to the business
About
The course has two aims: to teach you Power Query and Power Pivot from scratch, and to transform your monthly financial reporting. It’s developed by accountants for accountants. Comprehensive and realistic accounts data has been produced to allow for the creation of reports relevant to Finance professionals. And throughout, the learning is framed in the context of what the traditional reporting problems and processes are, and how Power Query and Power Pivot can solve them.
Result
You’ll finish the course an intermediate in Power Query and Power Pivot, feeling confident and full of ideas of how you can apply your new knowledge to your work. You’ll be able to automate your regular reporting – saving you time; reduce errors and subsequent rework – increasing accuracy and trust, and again saving you time; and leverage more of your company’s data from a variety of sources…even if it’s millions of rows long…adding huge value to your organisation!
Format
The course consists of short video lectures covering the theory, followed by practical demonstrations in Power Query and Power Pivot of how it is applied in the creation of number-focused reports. Participants are invited to follow along in the report build and test their knowledge with regular quizzes.
Requirements
No previous experience in Power Query or Power Pivot is required. Some experience in Excel is helpful.
FAQs
Who is the course for?
Do I need existing experience of Power Query or Power Pivot?
Why is it different to other courses?
How is it taught?
Have you really built a training portal to deliver the course?!
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