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Educatio presents

Power BI - Deep Dive Sales Analytics and Visualisation

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Basic Analysis

Empowering Finance and Accounting Professional to Learn Power BI and Design Financial Reports with Basic Analysis



About this Event




About the training

  • Instructor led online training
  • 8 hours session
  • Interactive Q & A

Learning Outcomes

  • Create an in-depth analysis and dynamic visualizations on sales data
  • Discover advanced DAX functions to create measures and calculations to perform advanced analysis
  • Discover buying patterns, profit margins and other useful insights into sales, customer and inventory transactions

What We Cover

  • Step by step instruction from start to end on designing a comprehensive cash flow forecasting report and dashboards in Power BI.
  • How to Install and Get Started with Power BI.
  • Data Preparation in Excel for your sales data model.
  • Importing your sales data from Excel into Power Query Editor.
  • Data Preparation (Cleaning and Transformation) in Power Query Editor.
  • Create your Data Model for your Sales, Customer and Inventory analytics
  • Use DAX functions to create measures for various calculations
  • Create Visualisations for insights on Sales, Customers and Inventory
  • Apply Time Intelligence to make reports dynamic

Prerequisites

  • Delegates need to have Power BI Desktop application installed onto their machines - the app is free to download and activate (instructions will be emailed before the training commences)
  • Resource files for the training will be sent to delegates prior to training
  • Delegates are advise to use two monitors during the training session - one to view what the instructor is doing and the other to follow the instructions on their own

Please note:

Minimum required delegates for each program is 8 and max we allow is 10.

The training program over 2 days of 4 hours each.

Duration: 8 hours

All training sessions are conducted via Zoom meetings. Each delegate will receive their Zoom registration details at least 2 days prior to the training event.

Refund policy

Educatio has a refund process that is fair and equitable for all. All training fees are required to be paid in full upon enrolment and prior to the start of the workshop (whichever is the earliest date).

Cancellations by Delegates

A full refund will be made for cancellations received at least 11 days before the training commencement date

Cancellations made between 7 and 3 days prior to the commencement date will receive a 50% refund and cancellations received less than 48 hours before the course, are not entitled to a refund. Refunds will not be given for a “no show”.

Once a training program has begun there are no refunds available

CA ANZ members receive a 10% discount on this program.

Cancellations / Reschedules by Educatio

Educatio reserves the right to cancel or reschedule this training program at any time, including but not limited to, insufficient registrations, trainer unavailability, or if the trainer could not attend due to unforeseen circumstances.

Enrolled students will be given at least 5 day’s notice in the advent of a program being postponed or cancelled. In the event that a course is cancelled or postponed by Educatio a full refund or full credit to a future training program will be available to all registered delegates. Each delegate will be contacted to make the necessary arrangements.

Instructor - Arno Wakfer CA, FMVA, CBCA

Career Experience

  • 5 yrs Commercial Finance
  • International Exp in South Africa & Australia
  • CFO at Top rated Business School in Africa (GIBS)
  • Led Finance teams at global giants like Dimension Data & Autodesk
  • General Management exp having managed two businesses in Australia

2 Years Experience in Power BI (DA-100 Exam Microsoft Certification in progress)

Qualification and Education

  • Chartered Accountant with CA ANZ
  • Certified Financial Modeller and Valuation Analyst with CFI
  • Certified Banking and Credit Analyst with CFI

All paid delegates will be added to Educatio's mailing list.

We look forward to welcoming you on this live training session.




Category Business