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Building Capabilities in
Finance | Analytics | Decision making
+91 99879 83270 [email protected] profectusacademy.com
Program highlights
One program covering three highly powerful tools
Completely hands on training program
Real life like data points with all the real life complexities
Get to immediately apply it in work
Analytics with MS Excel, PowerBI and Tableau
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Course Overview
The need to master data analytics has never been greater. As
volumes of transaction and the number of data captured
increases, traditional approaches are not good any more.
While there are many tools for data analytics, in this training
program we focus on the tools that are suitable for non-
programmers or developers: (i) MS Excel (ii) PowerBI and
(iii) Tableau
Who should attend this program?
This program has been designed keeping in mind professionals
across domains in corporate. Thus, it is suitable for people in
every department.
Finance and accounting professionals
Other professionals involved in MIS preparations
Consulting firms
What is covered in the training program?
Advanced Excel for automation
Analytics and dashboarding with MS Excel
Financial analytics
Data visualization and analytics with PowerBI
Tableau for visualization and analytics
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Course synopsis
This training program would gradually take you from intermedi-
ate MS Excel skills to advanced MS Excel and eventually to data
visualisation and analytics using MS Excel, Power BI and Tableau
Lear to work with advanced MS Excel functions including
the latest dynamic array functions
Then learn to automate day to day work including cleaning
messy texts, cross validating data, creating time sheet re-
ports, performing GST reconciliations, preparing reports and
many others
Proceed to perform numerical analysis on the data and de-
rive insights
Create powerful self service dashboards from the data
Move on to PowerBI to do analyse and create powerful
dashboards from data that is far bigger in size and sources
from multiple sources
Understand how to perform very similar tasks with Tableau
We shall learn all the above through variety of case studies
covering many areas including the following:
Bank reconciliations and GST reconciliations
Sales dashboarding
HR analytics and time sheet monitoring
Budgeting and variance analysis
Cash flow or sales forecasting and summary
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Course curriculum
1. MS Excel Best Practices
In this module you would learn how to organize data in MS
Excel, working with Tables and range names. You will also
learn about file protection, sheet protection and data
validation
2. Text functions and Date functions
You would learn to work with various text functions to clean
data or create dynamic text contents. You will also learn to
work with dates and handle variety of tricky situations
including where months and dates are swapped
3. Advanced Numerical functions and tools
You would learn to apply various numerical functions and
tools including Sumifs, Averagifs, Database functions, pivot
tables and many more.
4. Lookup and reference functions
In this module you would learn to apply the Lookup up
family of functions including Vlookup, Hlookup, Index,
Match, Offset and indirect functions with real life
applications.
5. MS Excel for financial modelling
You would learn various financial functions in MS Excel and
you would also learn to work with “What-if” and optimiza-
tion tools such as Goal Seek, Solver, Scenario Manager, and
Part 1: Advanced MS Excel
This module equips you to automate many of your day to
day work involving MS Excel.
6. Other tools and functionalities
You would learn to work with form controls and learn to
create multi way interactive reports. You would also be
introduced to dynamic array and all the latest Office 365
functions.
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Course curriculum
6. Time sheet analysis
In this part you would learn to derive insights from raw data
and to create interactive dashboards using legacy MS Excel
approach and MS Excel data model approach. All these
would be learnt through case studies.
8. Finance Analytics
In this module, you would use raw data consisting of ledge
balances with account codes. You would learn to summarise
the financial performance with the data and to compare it
with budget numbers and perform variance analysis.
9. Text analytics
In this, you would learn to analyse a passage and create
world cloud out of it.
10. Open case study
A unique feature of this program is that one of the case
study we do would be as per participant recommendations.
Participants can suggest their own case study or choose
from the other set of case studies. If there are more than
one recommendations, the case study shall be based on
majority consensus.
Part 2: Analytics with MS Excel
In this case study you will use the raw data of large set of
employee access card swipe details to get to create report
of average time spent by employees across departments
and identify employees who typically spend lower than stip-
7. Sales dashboarding
In this case study we use a huge set of invoice records as
raw data and create report connection with customer mas-
ter to create interactive dashboard letting customer filter
the data by products, geography and time. You would also
learn to plot the data in 3D Maps.
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Course curriculum
11. Introduction to Power BI
In this part, we would be using Power BI to analyze large
data sets and execute analytics case study involving sales
dash boarding and financial summarization.
13. Data transformation using PowerQuery
In this module, you would learn how to prepare data by
transforming data using PowerQuery. You would also learn
to merge and append data. This would be taught through a
case study that involves sourcing data from various branch-
es with each following different format.
14. Advanced analytics in PowerBI
In this module, you would learn to work with DAX queries to
created calculated columns and measures. You would also
learn to work with parameters and slicers. Besides you
would also be introduced to the M language.
15. Creating interactions in PowerBI
In this module you would learn to create interactive
elements in PowerBI such as buttons and tool tips and to
create navigations. You would also learn to publish and view
PowerBI reports.
Part 3: Analytics with Power BI
Participants will be taken through what is PowerBI, the dif-
ferent PowerBI softwares and component of PowerBI: Data,
model, visualization and queries. You would also learn vari-
ous sources from which data can be loaded to Power BI
12. Visual analytics of well structured data
In this module, you would learn how to load data to Power-
BI, understand data models and visualize well structure data
using visualization tools. This would be taught using a sales
dashboarding case study involving over 100,000 rows of da-
ta.
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Course curriculum
16. Introduction to Tableau
In this part, we would be using Tableau to analyze large data
sets and execute analytics case study involving sales dash
boarding and financial summarization.
18. Advanced analytics with Tableau
In this module you would learn to create calculations, work
with parameters and to create groups and sets in Tableau.
You would also learn to create tool tips.
19. Cleaning data using Tableau Prep Builder
In this module you would learn to prepare data by remov-
ing null values and carrying out other transformations using
steps. You would also learn to publish the data.
This would be taught through same case study that would
be used in Module 13 to teach Power Query
20. Dashboarding and story telling
In this module you would learn to create dashboard from
visuals stored in sheets. You would also learn to create
stories to convey the insight.
Part 4: Analytics with Tableau
Participants will introduced to the Tableau eco system and
will be taken through the Tableau interface. You would also
learn the difference between working of PowerBI and Tab-
leau.
17. Visual analytics of well structured data
In this module, you would learn how to load data to Tab-
leau, create joins and unions and explore data through visu-
als. You would also learn to enhance and format various
types of visuals including maps.
This would be taught through case study used for Module
12
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Learning mode
Attend live instructor led online training
(13 sessions * 3 hours = 39 hours)
Watch recorded classroom for recap
Go through written materials for reference
Solve practice problems for more proficiency
Contact us for more details
+91 99879 83270
[email protected]
https://profectusacademy.com
Registered office:
Plot No.22, Thirumalai Nagar Main Road,
Hasthinapuram, Chennai — 600 064
Let the learning begin