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What you will learn

Financial Reporting

Financial Ratios and Financial Analysis

Visualizing Financial data

Power Pivot & DAX

Description

Reporting and Analysis are the two of the most common tasks that Accountants, Bookkeepers, and Financial Analysts perform on their job. Like most other tasks that we do, yet again Microsoft Excel is the most used software for these tasks.

But, using basic Excel for these tasks is like using a bullock cart for travelling in 2021. Oh yes, using the advanced Excel tools like Power Pivot & DAX, we can completely revolutionize the way we do reporting and analysis.

We can directly connect our database with Excel, automate the data cleaning and transformation of data, prepare cash key financial reports, including financial statements, prepare key insights including ratio analysis, and even prepare visualizations. 

And the best part, all of this reporting and analytics can be set up as dynamic, meaning that these reports can be filter for any country, any cost center, or any business segment with just a click of a button.

Well, this is exactly what this course is all about!

In this course you will learning everything that you need to completely transform the way you do you perform your Reporting and Analytics.

Prerequisites:


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Basic knowledge of Accounting/Bookkeeping, financial statements, and ratios is required.

Basic knowledge of Excel will be helpful.

Who should take this course:

  • Accountants and Bookkeepers
  • Finance professionals
  • Financial Analysts
  • Business Analysts
  • Finance Managers
  • Financial Controllers
  • Business Leaders

Software Requirement:

Any version of Microsoft Excel 2010 or later.

Money-Back Guarantee: 

Nothing to lose! If you won’t be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty | 4000+ in-class students | 100,000+ online students on Udemy | In love with Excel for 15 years

English
language

Content

Introduction

Adding Power Pivot & Power Query to Excel
Resources for Excel 2010 and 2013 Version users
Course data file
Understanding Data
Adding data to data model
Data Modelling

Adding Power Pivot and exploring it further

Adding Power Pivot and exploring it further

Preparation of Profit & Loss Statement

Preparing P&L
Slicing P&L for Countries
Calculating Gross Profit & EBITDA
Homework: Calculate Operating Profit, PBIT, & Net Profit
Calculating Operating Profit, PBIT, & Net Profit
Adjusting Connections for Slicers

Getting started with DAX

Introduction to DAX
Using Calculate function – Calculate Sales
Calculating Gross Profit using Calculate function
Calculating EBITDA & Operating Profit
Calculating PBIT & Net Profit
Calculating Gross Profit Margin
Operating Profit Margin & Net Profit Margin
Next steps!

Introduction to next level DAX

Introduction to the Problem – the default behavior of Pivot Table
YTD | QTD | MTD
Minimum and Maximum
Minimum Date Across the Data
Calculating the TTD Value

Preparation of Balance Sheet

Preparing Balance Sheet
Calculating Asset Turnover
Return on Capital Employed
Return on Equity
Gearing