📌 Introduction
In today’s data-driven finance world, the ability to transform raw data into meaningful insights is a critical skill. This comprehensive workshop blends the power of Advanced Excel, Power BI, and AI tools like ChatGPT to streamline financial reporting, automate workflows, and build impactful dashboards. Tailored specifically for finance and accounts professionals, the sessions offer real-world applications—from handling massive datasets and modelling KPIs to automating tasks and generating smart insights. Equip yourself with the tools and techniques needed to drive performance, improve accuracy, and add strategic value to your role.
🎯 Course Objectives
- ✅ To enhance proficiency in Advanced Excel, Power Query, and Power Pivot for financial data handling.
- 📊 To enable participants to build interactive, insight-driven dashboards using Power BI tailored for financial reporting.
- 🤖 To demonstrate the use of AI tools and ChatGPT for automating finance tasks and writing complex Excel formulas.
- 💼 To empower users with skills to perform advanced calculations like EBITDA, margins, ratios, and cash flow analytics.
- 🔄 To automate repetitive accounting and reporting routines using Excel macros and AI prompts.
- 🌐 To facilitate publishing, sharing, and storytelling with financial dashboards for key decision-making.
Advanced Excel
- Handling Large Excel Files Efficiently
- Optimizing Excel file size
- Speed techniques for formulas & lookups
- Working with over 1 million rows
- Power Query for Finance
- Importing & transforming multiple files (monthly P&L, trial balance, etc.)
- Cleaning and reshaping messy data
- Creating reusable data pipelines
- Power Pivot for Data Modeling
- Data relationships & model building
- Creating financial metrics (EBITDA, Gross Margin, Ratios)
- Calculated fields vs measures
- Excel Macros & Automation
- Recording and editing simple macros
- Automating repetitive accounting tasks (e.g., aging report)
- Running macro-enabled monthly closings
Power BI – Financial Dashboards & Visual Storytelling
- Building Financial Dashboards in Power BI
- Revenue & Expense dashboards
- Variance Analysis: Budget vs Actual
- Cash Flow dashboards
- DAX for Finance
- Time Intelligence (YTD, QoQ, MoM)
- Custom KPIs (Ratios, Margins, ROI)
- CAGR, Working Capital Cycle
- Drilldowns, Filters & Visual Customization
- Hierarchy navigation (Country → Region → BU)
- Using bookmarks & slicers for presentation
- Publishing & Sharing Dashboards
AI Tools & ChatGPT – Automating Finance Tasks & Advanced Formula Writing
- ChatGPT for Financial Excel Support
- Prompting for complex Excel formulas (multi-IFs, nested lookups, array formulas)
- Reconciling books using ChatGPT-assisted logic
- Generating summaries from datasets
- Automating email/Excel routines (e.g., overdue payment reminders)
- AI for Report Automation
COURSE SCHEDULE & FEES
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INCOMPANY/GROUP TRAINING REQUEST
Why Choose Our Incompany Program?
- 🎯 Tailored content specific to your business goals
- 👥 Train entire teams together, saving time and cost
- 📍 Delivered at your location or virtually
- 📅 Flexible scheduling to suit your timelines
- 📈 Increase retention and application of skills