All The Power BI Consolidation Secrets Microsoft Was Supposed To Show You, But Never Did

Use the power of Excel 2016, Power Query and Power Pivot to create structure, reduce complexity, and improve flexibility

Creating a systems-based approach to data transformations

Consolidating data between multiple business entities

Data transformations using Microsoft Excel, Power Query, and Power Pivot

Learn to 'clean' your trial balance data and put into a format suitable for analysis

Managing the Data Model by creating relationships between data sets

Creating Dashboards to present the data using Visual Basic and simple macros

) Transfog the Data b.) Creating Dashboards c.) Making Decisions

Sample files are provided to follow along and test your understanding real-

Apply these techniques to your organization

Familiarity with Microsoft Excel

Knowledge of basic Finance and Accounting principals and understand the difference between an Income Statement and a Balance Sheet

A strong desire to harness the power of Power Query, Power Pivot and Power BI

This course will teach you how to systematically transform and consolidate financial data using Microsoft Excel, Power Query, and Power Pivot. I will show you how to turn your organization's existing Trial Balance into a meaningful query that can easily be replicated each you regenerate your data. We will construct relationships in the data model, allowing us to turn the initial Trial Balance into a Global Income Statement by connecting data across multiple entities.

My guarantee to you:

After taking this course you'll learn a new way to use Power BI products to manage financial consolidations.

Does your financial close process suffer from any of these common ailments?

Unstructured - No commonality in account structure? No corporate hierarchies for dimensions such as accounts, entities, departments and products?

Complex - Use of multiple spreadsheets for consolidation? Poor controls, no process standardization and limited communication between users?

Inflexible - Lack of multidimensional financial reporting that can quickly adapt to chag business needs?

Use the power of Excel 2016, Power Query, Power Pivot and the Data Model to solve these problems.

Create structure - define a common chart of accounts and reporting dimensions shared by all locations, departments and reports

Reduce complexity - dramatically improve controls by having 'one version of the truth' accessible to multiple users; eliminate need for multiple spreadsheets while communicating close status to all users throughout the process

Introduce flexibility - create updatable multidimensional hierarchy structures that quickly meet accounting and Finance reporting requirements

Become the financial systems superstar at your current company or go somewhere else and be their superstar.

Finance and Accounting professionals who perform data transformations and consolidations

All financial analysts who need a better way to handle large amounts of data

Those who want to improve or eliminate their manual, error-prone spreadsheet data transformations and replace with a simpler, more reliable system

Those who want to improve their data analytics and Power Query talents



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