CCI Online Learning

Mastering Power BI for Financial Analysis - Data-Driven Finance

with CA Vishal Zawar

Course Fees 999

inclusive of GST

Faculty: CA Vishal Zawar

Date: 21st June to 23rd June 2024 (3 days)

Time: 21st June - 7:30 pm to 9:30 pm
22nd June - 10 am to 12:30 pm (then 1 hour lunch break) 1:30 pm to 3:00 pm
23rd June - 10 am to 12:30 pm (then 1 hour lunch break) 1:30 pm to 3:00 pm

Language: Hinglish

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Course Contents

Introduction to Power BI for Finance Professionals

  • Understanding the basics of Power BI
  • Why Power BI is essential for financial analysis
  • Installing Power BI desktop and exploring its workflow

Data Preparation and Transformation

  • Data cleaning and formatting techniques
  • Merging and appending datasets
  • Handling missing values and outliers

Creating Dynamic Financial Dashboards

  • Design principles for effective financial dashboards
  • Visualizations for key financial metrics (e.g., revenue, expenses, profitability)
  • Interactive features and slicers for data exploration

Advanced Calculations and DAX Functions

  • Introduction to Data Analysis Expressions (DAX)
  • Writing basic to advanced DAX formulas for financial calculations
  • Utilizing DAX functions for time intelligence and comparative analysis

Forecasting and Trend Analysis

  • Techniques for financial forecasting using Power BI
  • Incorporating predictive analytics for future financial insights

Budgeting and Variance Analysis

  • Building budgeting models in Power BI
  • Comparing actual vs. budgeted figures
  • Analyzing variances and identifying root causes

Power BI Tips and Tricks for Finance Professionals

  • Efficiency hacks and shortcuts
  • Best practices for report design and layout
  • Performance optimization techniques

Sharing and Collaboration

  • Publishing reports to Power BI Service
  • Setting up access permissions and sharing options

Experienced Faculty

CA Vishal Zawar CA Vishal Zawar , is a qualified Chartered Accountant and holds 5+ years of experience of teaching Financing Management, Financial Modeling, Financial statement analysis. He has worked as Financial Analyst with Medical solutions India private limited. He has excellent command over MS Excel and he has been conducting sessions on Advanced Excel. His practical approach towards teaching Finance makes students understand concepts deeply and make them market ready.

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