Online Professional Course

Advanced Financial Management

in Power BI
Cohort 45
Afternoon and Evening Live
Class

(Starting 7th June 2024)

Friday and Saturday Only

Office # 47, M-1, Eden Tower

Main Boulevard Road Gulberg III
Lahore, Pakistan

Tel: +92331-9664911 0|Page

Email: [email protected]
 Not sure whether this online course is for YOU?

Problem Faced Problem Faced

• Working late in the office for regular • In-depth Business Analysis is dependent
closing (Monthly closing) on ERP/Few Data Champions
• Working with large business • Extract data from ERP and represent in
data/spreadsheets (Lookup is taking too Excel/Slides like YTD, YoY etc. which will
much time) may the analysis static

Learning Outcomes ✔️ Learning Outcomes ✔️

• Use Power Query, and Power BI to • Explore the power of Data Analysis
automate the preparation of financial Expression (DAX) to unlock Data Analytics.
statements and business reporting • Create dynamic analysis like YTD, YoY
• Intro of “M Language” for advanced data which work with different slicers for more
transformation to enable automation. insights
Data
Wrangling Data
(Automation Analysis
of Repetitive
Tasks)

Data Data
Visualization Storytelling

Problem Faced Problem Faced

• Finance and Business regular reporting
• Struggling to represent the Data in right
meeting are boring.
visuals for the Decision makers.
• Numbers are not accompanied by
• Create an insightful dashboard for
relevant context to generate interest for
decision makers.
the Decision Makers.

Learning Outcomes ✔️
• Learn the Science behind Data
Learning Outcomes ✔️
• Science behind the Dashboard Design
Visualization.
Layout.
• Explore Eye-movement method for Data
• Learn to tie words with numbers?
Visualization.
• Learn to attract focus in a graph?
• Learn to select right chart for the right
• Learn to add Storytelling Elements in the
message.
charts.

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 What will be YOUR Learning Road Map?

Data Storytelling Techniques

Learn the Intelligence use of colors along
with adding Storytelling elements in the Data Visualization Techniques
charts. Learn the Science behind Data
Visualization and choose correct charts
for deliver the message. Secret behind the
Dashboard Design.
Regular Financial and Performance Analysis
Learn to create Financial Reporting Dashboards
[Income Statement, Balance Sheet and Cash Flow
Statement] and Performance Analysis [Actual Vs Automation of Business Reports
Budget Vs Last Year]. Explore how Chat-GPT and Co- Learn to automate your regular business
Pilot can assist in enhancing productivity reporting using Power Query and M
Language

Business Related Analysis

Learn to conduct Time related analysis
like YTD, YoY in a dynamic manner

Intro of DAX
Explore Basics of Power BI, Power Query
and DAX to conduct basic analysis of Sales

Basic Concepts
Explore Basic Concepts necessary for
Business and Finance Professionals to
shift from Excel to Power BI

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 What YOU will get after enrolling to this course?
• 40 hours live session (3 sessions of 2 hours per week for 7 weeks)
• Recordings of all the above live sessions in MP4 downloadable file
• Polish in-demand skills through practice with Trainer in a live session
o Data Wrangling (Automation of Repetitive Tasks)
o Data Analytics

o Data Visualization
o Data Storytelling

• Amazing Templates for Financial and Business Reporting

o Artificial Visual Dashboard

o Basic Sales Analysis Dashboard

o Advanced Sales Analysis Dashboard

o Finance Related Analysis Dashboard [YTD and Last Period Analysis]

o Automation of Bank Reconciliation Statement
o Bifurcation of Annual Budget to Daily Level Budget using M Language and Power Query

o Advanced Performance Analysis Dashboard [Actual Vs Budget Vs Last Year]

o Ratio and Du Pont Analysis Dashboard

o Income Statement Analysis Dashboard

o Balance Sheet Analysis Dashboard

o Cash Flow Statement Analysis Dashboard

o Executive CFO Dashboard

• 30-minute 1-2-1 coaching after the completion of live sessions (you decide when)

Our advice to help YOU take a decision

• Discuss with your Head of department:
Manager/director/HR business partner to show him/her your interest. (use 👇 our template📑)
(https://docs.google.com/document/d/13L5xWR0EtgbCgrrDUpM7MIK7E5U9xlUMQkq40Y0WqC4/ed
it?usp=sharing)
• Book a free call with us
Schedule a short online meeting with us to tackle your questions or your doubts (Use the link 👇)
(https://calendly.com/kaizenanalytic/15min)
• Message us on WhatsApp at +92-331-9664911
• Email us at [email protected]

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 Course Overview for YOU

Advanced Financial Management in

Power BI
Course Overview 20 Days over
7 weeks
This online course is a custom-made online course for Business and Finance (Friday and Saturday)

Professionals i.e., Accountants, Finance Managers, Finance Analysts,

Accounts Executives, and students, etc. to automate the time-consuming

financial reporting process. 2 hours

per Session
The course is based on a Case Study developed to address various practical

issues encountered during the preparation of financial reports. It offers

clear and simple ways to automate financial reports using Power BI and
Basic
various tips and tricks in Power Query. Once you have grasped the (Basic knowledge of
Accounts, Finance &
automation concept, you can easily replicate and apply it to another type of
Excel is required)
reporting as well.

Overall Learning Outcome

Who should attend?
1. Use Power Query, and Power BI to automate the preparation of • Top Management like
financial statements and business reporting; o Finance Business Partner
o CFO,
2. Learn Two Powerful Languages of Power BI “M-Language” and “DAX o CIA,
o Head of Finance
Language” to stand ahead of the crowd. o Director Finance
3. Learn the most relevant skills like Data Wrangling, Data Modeling, and o Financial Controllers
o Business Controllers, &
Data Analytics required by Business and Finance Professionals; etc.
• Middle Management like
4. Explore the power of Data Analysis Expression DAX to unlock Data o Managers,
Analytics in Business and Financial Analysis o Financial Analyst,
o Business Analyst
5. Save time from non-value-adding routine tasks and channel the time o Assistant Managers & etc.
• Others like
saved to perform more value-adding analysis tasks;
o Finance Students,
6. Impress your bosses with timely and highly accurate reports. o Consultants
o Businessman,
o Entrepreneur etc.

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 Meet YOUR International Power BI Expert

Muhammad Kashif
Int’l Power BI Expert/Trainer
Founder Kaizen Analytic LLP

He is a Senior member of the ICMA Pakistan. Finance and BI Expert with 20 years of experience
in corporate finance and capacity building in Pakistan (In-person) and virtually across the globe.
He has been engaged in corporate training and capacity-building program in the following
fields Data Wrangling / Automation, Data Analytics, Data Visualization & Storytelling.

He is an International Power BI Trainer who has conducted live online training sessions with
over 1,300+ participants in 48 countries through the Zoom Platform to business professionals
mostly from South East Asia, the Middle East, and European Countries. He has also provided
Executive Coaching Services to Chief Financial Officers, aimed at improving their proficiency in
the areas of data analytics and data visualization.

He has also conducted Corporate Training [online and in-person] in Pakistan like Packages Ltd,
Meezan Bank, Pak Suzuki Ltd, ICI Pakistan Ltd, CCL, Zong Ltd, Sapphire Fibers Ltd, Allied Bank
Ltd, Security Papers Ltd, Servis Ltd, Macter International Ltd, etc.

He has also provided Corporate Online Training in global entities like Tabuk Pharmaceutical
Company [Egypt], Muriya Tourism Development [Oman], Leader Group [Saudi Arabia], Hellman
Worldwide Logistic [UAE], Leejam Sport [Saudi Arabia], Trust Circle [Bahrain], Hub of Finance
Transformation [UAE], Pelmorex [Canada]

He is also an International Udemy Instructor of Power BI and his course “Advance Sales
Analytics for Decision Making with Power BI” has been enrolled by 19,500 + students in 151
countries.

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 YOUR Course in a Nutshell

Participants will learn to create Dashboards in a Step-by-Step Manner

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YOUR Course in a Nutshell (Continue….)

To Develop To Keep

To Evaluate To Retain

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YOUR Course in a Nutshell (Continue….)

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YOUR Course in a Nutshell (Continue….)

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 Detailed Course Outline for YOU

Section I – Getting Comfortable with Power BI Section II – Business Finance Analysis [Time
Intelligence]
Session 01 – Introduction of Power BI and Artificial
Intelligence Visuals: Session 03 – Explore Time Intelligence-related Business
a) Building Block of Business Reporting in Power BI
Analysis:
i) Existing Vs Improved Method
a) Understand the concept of Date-Based Analysis and its
ii) Lookup Function Vs Data Modelling
important in corporate world.
iii) Normal Data Cleaning Vs Power Query
b) Conduct analysis based on Dates
b) Overall Power BI Environment
i) Previous Period Analysis (Previous Month, Previous
c) Database Concepts for Excel Users
Quarter & Previous Year)
i) 4 Data Transformation Concepts
ii) Growth Analysis (DoD %, MoM %, QoQ % & YoY %)
ii) 2 Table Collaboration Concepts
iii) Same Period Previous Year (Feb 21 Vs Feb 22, Q1
d) Types of Tables in the Data-Base
2021 Vs Q1 2022, etc.)
i) Lookup Tables and why they are used
iv) To Date Analysis (MTD, QTD, or YTD)
ii) Data Tables and why they are used
Hands-on Training:
e) Understand AI Visuals:
o Time Intelligence Analysis using DAX
i) Decomposition Tree,
ii) Question & Answer
iii) Smart Narrative Session 04 – Real-Life Business Analysis [based on Time
iv) Key Influencers Intelligence]:
f) Place data in AI visuals and explore amazing features a) Understand the important of “Variable” as an element
and insights. of DAX and how it can be useful.
Hands-on Training: b) Explore the use of “FORMAT” and “UNICHAR” DAX
o Artificial Intelligence Visual Dashboard functions and how it is applicable in corporate
reporting.
c) Display the big numbers with enhanced visualizations
Session 02(a) – Explore Power BI Visuals
techniques
a) In-Built visual Vs Market Place visual of Power BI
i) Big Number of Actual Sales
b) Explore “Drill Down” and “Drill Up” features
ii) Absolute and Relevant Variance with up/down
c) Explore “Small Multiples” features
arrow
d) Artificial insight features in charts
iii) Dynamic Formatting of color [Red and Green]
e) Table Vs Matrix Visual
d) Conduct Category and Sub-Category wise analysis
i) Drill Down and Drill Up by Row
showing following in a comparative manner:
ii) Drill Down and Drill Up by Column
i) Current Amount
f) Explore Conditional Formatting features
ii) Previous Year Amount
g) Explore Sparkling features
iii) Absolute Variance Amount
Hands-on Training:
iv) Absolute Variance in Data bars [Red and Green]
o Explore the features of Power BI visuals
v) Relative Variance Amount
vi) Relative Variance in Data bars [Red and Green]
Session 02(b) – Basic DAX Function e) Add slicers form period, locations, channels etc.
a) Understand the Syntax of DAX Hands-on Training:
b) Concept of DAX like o Enhanced visualizations and dynamic conditional
i) Object, formatting using DAX
ii) Operators and Their Types,
iii) Measures,
iv) Filters,
v) Variable and Comments
c) Aggregation Vs Interaction Functions
d) Explicit and Implicit Measure
e) Calculated Column and Measures
f) Filter and Row Context
Hands-on Training:
o Learn how to write DAX Functions

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 Detailed Course Outline for YOU
Section III – Quadrant Analysis and What-If Analysis Section IV – Automation of Business Reports using
for Business Analysis “Power Query”

Session 05 – Explore the use of What if Parameters in Session 06 – Getting comfortable with Power Query:
Business Analysis: a) Understand Data Source setting and its importance.
a) Explore the two features of “What-if Parameters” in b) Learn how to make the Fixed Elements of M Language
Power BI: Dynamic using “Parameters”.
i) Numeric Range c) Use Parameters to dynamically change the source in
o Conduct Quadrant Analysis to analyze the Power Query.
products in four Quadrants: 1) To Keep, 2) To d) Learn how you can dynamically do the Table
Develop, 3) To Evaluate & 4) To Retain Transformations like:
o Create a Scattered Plot Chart with show i) Adding and Removing Rows
Actual Sales on Y-axis and Sales Variance ii) Splitting the columns as needed
%age on X-axis. iii) Grouping the columns for better analysis
o Add two What-if Parameters of Target Sales iv) Promoting rows to make more sense of the Table
and Target Sales Variance with a default slicer. v) Merging Tables [like Look-up Functions] and it’s
o Add “Reference Line” through Format Panel of use cases in business analysis.
the Scattered Chart and assignment dynamic vi) Append Tables to add newly received data in
value using the FX symbol of Value in “Line” already existing tables.
o Create a measure for “Conditional e) Learn how you can dynamically do the Text & Numeric
Formatting” for the Quadrant Analysis to Transformations:
dynamically color code “Green”, “Grey”, i) Create Calendar from a single column of Date
“Orange” and “Red” ii) Add Column using Custom Column and Column
o Assign the “CF Quadrant Measure” for the from Example
dynamic color in the respective quadrants iii) Add Conditional Column with parameters already
using the “Color” option in the “Format Panel” provided in the Table.
ii) Field Parameters iv) Lean how Pivot/Un-Pivot functions and how it is
o Create a Dynamic Slicers to change the useful in business analysis.
Calculations, period and information with a f) Learn to connect Power BI with sources which are
single click as mostly used in C-level mostly used by business and Finance Professionals:
Dashboards. i) Excel and CSV File
o Create a Line chart to show sales trends and ii) Folders and PDF
Table chart to show sales by Products. Hands-on Training:
o Add “Field Parameters to show o Step-by-step guidance for automation of regular report
▪ Dynamic Measures like Sales, COGS, using User Interface [UI] of Power Query
Gross Profit and Gross Margin.
▪ Dynamic Period like Years, Quarters and Session 07 – Explore the Power of “M Language” in Business
months. Analysis:
▪ Dynamic Information like Product, a) Learn how to “Add” and “Amend” the M Code.
Category, Location, Sales Person and b) Explore the relationship with M Code with “Applied
Types of Sales. Steps”.
o Attach the field parameters to Line and Table c) Understand the Syntax of M-Code.
chart to show calculations, period and d) Learn the 5 important points to write M-Code
information e) Write first M-Code from scratch with few examples.
b) Learn to show/hide the visuals with a click of a button f) Learn the uses of Functions and how it can be used in
which is frequently used in C-level Dashboards. automation process.
i) Uses of Bookmarks [Micro-Like feature] and g) Learn the components of Tables:
Selection Panel in Business Analysis. i) List and its uses in automation process
ii) Create a Button and attach the Bookmarks to ii) Record and its uses in automation process
show/hide the visuals at will. h) Create Tables, List and Record using M-Code
Hands-on Training: Hands-on Training:
o Create a Dynamic Quadrant Analysis Dashboard with o Automation of regular transformation work to
What-if Parameters. convert “Raw Data into “Analysis Ready Data”

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 Detailed Course Outline for YOU
Section IV – Automation of Business Reports using Section V – Advanced Performance Analysis
“Power Query” Continue ……... Dashboard [Actual Vs Budget Vs Last Year]

Session 08 – Automation of “Month-End” closing activities using Session 10 – Ensure Apple-to-Apple Comparison using
Power Query and M Language: DAX:
a) Bank Reconciliation Statement: a) The Actual Data will be for 9 months and Budget Data
i) Perform any necessary data cleaning steps in two will be for 12 months.
datasets. b) Calculate Last Day of Sales using DAX Function.
ii) Select the common column (e.g., transaction ID or c) Create a Dynamic Dax measure to ensure Apple-to-
date) to merge the two datasets Apple comparison so that Budget Data of the same
iii) Choose the appropriate type of join (e.g., inner period of Actual data is taken for comparison
join) to merge the datasets based on your d) Add a Dynamic Titles of the report with the ending date.
reconciliation criteria. e) Display the big numbers with enhanced visualizations
iv) Once the datasets are merged, add a new column techniques
to calculate the variance between the bank i) Big Number of Actual Sales
balances from the two datasets. ii) Absolute and Relevant Variance with up/down
b) Accounts Receivable Reconciliations: arrow
i) Perform any necessary data cleaning steps in two iii) Dynamic Formatting of color [Red and Green]
datasets. f) Create a Decomposition Tree Analysis using two “Field
ii) Select the common column (e.g., transaction ID or Parameters” to dynamically change the calculations:
date) to merge the two datasets i) Sales Variance
iii) Choose the appropriate type of join (e.g., inner ii) Sales Variance Percentage
join) to merge the datasets based on your g) Take a Visual from Market Place and create “Waterfall
Chart to show the journey from Budget to Actual
reconciliation criteria.
i) Positive Contributors
iv) Once the datasets are merged, add a new column
ii) Negative Contributors
to calculate the variance between the bank
Hands-on Training:
balances from the two datasets. o Step-by-step guidance for Performance Analysis
Dashboard for regular business analysis.
Hands-on Training:
o Automation of Month-End” closing activities using
Power Query and M Code. Session 11 – Implement IBCS* inspired charts for
Advanced Performance Analysis:
Session 09 – Bifurcation of Annual Budget into Daily Level a) Create multiple measures to facilitate the advanced
Budget using Power Query and M Language: visualization like:
a) Bifurcate annual product-wise budget with three i) Maximum Point
conditions: ii) Green Maximum Point
i) Percentage of budgeted sales in four seasons for iii) Red Maximum Point
each product. b) Explore the advanced features of “Column-Layout” to
ii) Each season is user defined and not equal to give space between category and series
quarter of year. c) Explore the advanced features of “Data Labels” to add
iii) The pattern of sales in a week is different. user-defined labels on the desired columns with
b) Load all the three tables and first calculate the dynamic color [Green and Red]
Seasonal Sales of each product. d) Explore advanced features of “Error Bars” to add both
c) Add create three parameters and create a dynamic “Green Maximum Point” and “Red Maximum Point” to
table with list to calculate the daily budget of one create the IBCS inspired visual.
product. Hands-on Training:
d) Using the option of “Column by functions” to o Step-by-step guidance for the creation of IBCS inspired
dynamically bifurcate Annual Budget on Daily Level. chart for Advanced Performance Analysis
Hands-on Training:
o Bifurcation of Annual Budget into Daily Level *IBCS stands for International Business Communication Standards
[https://www.ibcs.com/resource_category/templates/]
Budget using Power Query and M Language.

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 Detailed Course Outline for YOU
Section VI – Explore “Data Modeling” and its Session 14 – Dynamic Profitability Ratio Analysis using
superior advantage over “Lookup” DAX:
a) Understand the Financial Database including
Session 12a – Understand the concept of “Data Modeling”:
i) Chart of Accounts Table
a) Understand the concept of Data Modeling and why it
ii) General Ledger Table
has an advantage over “Lookup” Functions.
b) Explore DAX measures to calculate necessary figures of
b) Understand 3 types of relationships
Income Statement:
i) One-to-One i) Revenue
ii) One-to-Many ii) Cost of Sales
iii) Many-to-One iii) Gross Profit
c) Understand three types of Cardinalities iv) Operational Expenses
i) Down Side v) EBITDA
ii) Up-Side vi) Depreciation and Amortization
iii) Both Sides vii) EBIT
Hands-on Training: viii) Tax and Interest
o Step-by-step guidance to understand Data Modeling ix) Net Profit
through example c) Then calculate Income Statement related Ratios like:
i) Gross Profit Margin
Session 12b – Dynamic Customer Ageing Analysis using DAX ii) EBITDA Percentage
and Date Modeling: iii) EBIT Percentage
a) Create in-active relationship between necessary tables iv) Net Profit Margin
b) Create multiple measures to facilitate the advanced d) Understand the use of KPI card and explore its features
calculations like: for income related figures and expenses related figures.
i) Days Left Hands-on Training:
ii) Due Date o Step-by-step guidance for Dynamic Profitability Ratio
iii) Invoice Date Analysis using DAX.
iv) Invoice Value
v) Outstanding Invoices
Session 15 – Create Income Statement Analysis [Actual vs
vi) Selected Date
Budget vs Last Year] and use of Income Statement
c) Learn to create “Dynamic Groups” in a separate table
and bifurcate the invoices in different buckets like: Template:
i) 01 to 30 Days. a) Understand the concept of “Variable” in DAX functions.
ii) 31 to 60 Days. b) Explore the use of “Income Statement Template” with
iii) 61 to 90 Days. Top Line and Bottom Line at their place
iv) 90+ Days. c) Understand the use of “Table” and “Matrix” with an
Hands-on Training: appropriate setting to use the Financial Reporting
o Step-by-step guidance to create Dynamic Customer Format.
Ageing Analysis using DAX and Data Modeling. d) DAX Functions to cater to Financial Calculations.
e) Add “Income Statement Budget Table” and dynamic
Section VII – Dynamic and Regular Financial transform it to facilitate the analysis.
Reporting for Business Analysis f) Choose appropriate visuals to display the
i) Actual
Session 13 – Financial Liquidity using Daily Cash Flow ii) Previous Year
Management Dashboard. iii) Variance Calculations with Previous Year
a) Add the multiple tables like Cash Table, Bank Table, iv) Budget
Income Table and Expenses Tables. v) Variance Calculations with Budget
b) Create calculated columns or measures in the data Hands-on Training:
model to calculate KPIs such as Net Cash Flow, o Step-by-step guidance for the creation of Income
Beginning Cash Balance, Ending Cash Balance, Total Statement Analysis [Actual vs Budget vs Last Year].
Cash Inflows, Total Cash Outflows, etc.
Hands-on Training:
o Step-by-step guidance to create Dynamic Daily Cash
Flow Management using DAX and Data Modeling.

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 Detailed Course Outline for YOU
Section VII – Dynamic and Regular Financial Session 18b – Emerging Tools for Business and Financial
Reporting for Business Analysis Continue ……... Analysis:
a) Chat GPT for Finance.
Session 16 – Balance Sheet Analysis and use of Balance
i) Prompt Engineering and Tips and Tricks
Sheet Template:
ii) Chat GPT for
a) Understand why the normal calculation will give Wrong
▪ DAX Calculations and M Code
figure of Balance Sheet items due to Filter Context.
▪ Visualization
b) Learn to amend the Filter Context to calculate correct
▪ Dashboard Design
figure of Balance Sheet by using calculations like:
iii) Chat GPT 3.5 [Free] Vs Chat GPT 4.0 [Paid]
i) Max Date, Min Date and Amended Min Date
b) Co-Pilot in Power BI for Finance:
ii) Amended Balance Values.
i) How to activate and use Co-Pilot in Power BI
c) Explore DAX measures to calculate necessary figures of
ii) Co-Pilot to create and improve
Balance Sheet:
▪ DAX Calculations and M Code
i) Current Assets and Non-Current Assets
ii) Current Liabilities and Non-Current Labilities ▪ Build Basic Dashboard
iii) Owners’ Equity iii) Ask Business questions to extract more insights.
d) Then calculate Balance Sheet related Ratios like: c) Learn to present Power BI dashboards on Power Points.
i) Current Ratio and Cash Ratio
Hands-on Training:
ii) Debt to Equity
o Step-by-step guidance to use Emerging Tools for
e) Explore the use of “Balance Sheet Template” and add
Business and Financial Analysis.
the respective values in “Table” and “Matrix” visual
Hands-on Training:
o Step-by-step guidance for the creation of Balance Section VII – “Data Storytelling” for Finance
Sheet Analysis Dashboard. Professionals

Session 17 – Cash Flow Statement and use of Cash Flow Session 19 – Data Visualization Techniques
Template: a) Understand the Science behind Data Visualization.
a) Create multiple measures to facilitate the advanced i) Iconic Memory
calculations like Cash flow from: ii) Short-Term Memory
i) Operating activities iii) Long-Term Memory
ii) Investing activities b) Understand “Eye-Tracking Method for selection of
iii) Financing activities appropriate charts.
b) Explore the use of “Cash Flow Statement Template” c) Understand the “Rules” for the selection of appropriate
and add the respective values in “Table” and “Matrix” visuals for appropriate financial data
visual d) Best Practice for mostly used business charts
Hands-on Training: e) IBCS Chart of Business Reporting
o Step-by-step guidance for the creation of Cash Flow f) Use of Appropriate Color Theme.
Statement Analysis Dashboard. Hands-on Training:
o Step-by-step guidance for Data Visualization
Session 18a – C-level Executive “CFO Dashboard”: Techniques.
a) Add high level visuals related to
i) Income Statement Session 20 – Simple “Number” to “Storytelling”:
ii) Balance Sheet a) Dashboards – Types and Layouts & Structure.
iii) Cash Flow Statement. b) Z-Patterns for Dashboard Design
c) Ideals Fonts for Text and Numbers
Hands-on Training: d) Use Storyboarding to Design Layouts.
o Step-by-step guidance for the creation of CFO e) Storytelling Element in an Effective Dashboard like
Dashboard. clarity, visual cues, meaning equivalents, attract focus.
f) Ideals Dashboards with 11 Take away of the course.
Hands-on Training:
o Step-by-step guidance for creating Storytelling
Dashboards and Reports.

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Pre-requisite for YOU and YOUR System
Participant 😎
1) Zero Experience of Power BI
2) Basic Knowledge of Accounting and Finance Concepts
3) Basic Knowledge of Excel Functions

System (Desktop 🖥️ or Laptop 💻)

1) Windows: Windows 10 or Windows Server 2016 or later, Windows 11, or Windows
Server 2019 Data Center and Standard
2) .NET: 4.7.2 or later
3) Browser: Microsoft Edge, not Internet Explorer
4) Memory: 2 GB available, 4 GB or more recommended
5) Display: At least 1440x900 or 1600x900 (16:9), not 1024 x 768 or 1280 x 800
6) Hard drive: 1 GB of free space
7) Processor: 1 gigahertz (GHz) 64-bit (x64) processor or better recommended
8) Windows display settings: Set to 100%

Power BI Installation
Windows PC
Please make sure you have installed “Power BI Desktop”
https://powerbi.microsoft.com/en-us/downloads/

For MacBook
You will have to Install Parallel Windows
https://www.youtube.com/watch?v=qUpqtWEOG40

Zoom Installation
The Online Training will be conducted on Zoom Application and
you can download from this link (https://zoom.us/)

Location or Place to take the Course

1) Quite Place.
2) Stable Internet Connection.
3) Zoom Application Installed

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Training Schedule for YOU
Cohort 45 – Advanced Financial Management in Power BI

Afternoon and Evening Live Classes

Two Days a week (Friday and Saturday Only)

Timing
Session Date Day Evening/Afternoon
Pakistan Standard Time
01 7th Jun 2024 Friday Evening 05:00 PM – 07:00 PM
th
02 8 Jun 2024 Saturday Afternoon 02:00 PM – 04:00 PM
th
03 8 Jun 2024 Saturday Evening 05:00 PM – 07:00 PM
No Sessions on 14th and 15th June due to Eid-ul-Adha Holidays
04 21st Jun 2024 Friday Evening 05:00 PM – 07:00 PM
05 22nd Jun 2024 Saturday Afternoon 02:00 PM – 04:00 PM
06 22nd Jun 2024 Saturday Evening 05:00 PM – 07:00 PM
th
07 28 Jun 2024 Friday Evening 05:00 PM – 07:00 PM
08 29th Jun 2024 Saturday Afternoon 02:00 PM – 04:00 PM
th
09 29 Jun 2024 Saturday Evening 05:00 PM – 07:00 PM
th
10 5 Jul 2024 Friday Evening 05:00 PM – 07:00 PM
11 6th Jul 2024 Saturday Afternoon 02:00 PM – 04:00 PM
th
12 6 Jul 2024 Saturday Evening 05:00 PM – 07:00 PM
13 12th Jul 2024 Friday Evening 05:00 PM – 07:00 PM
14 13th Jul 2024 Saturday Afternoon 02:00 PM – 04:00 PM
th
15 13 Jul 2024 Saturday Evening 05:00 PM – 07:00 PM
16 19th Jul 2024 Friday Evening 05:00 PM – 07:00 PM
th
17 20 Jul 2024 Saturday Afternoon 02:00 PM – 04:00 PM
th
18 20 Jul 2024 Saturday Evening 05:00 PM – 07:00 PM
19 26th Jul 2024 Friday Evening 05:00 PM – 07:00 PM
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20 27 Jul 2024 Saturday Afternoon 02:00 PM – 04:00 PM

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Bonus for YOU with this Online Course
Free Life-Time Access of Our Course on Udemy worth USD 159.99

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 Value Preposition for YOU
40 Hours of Live Class Details Manual Support for 1 Dashboard

Recording of sessions Practical Assignments Industry Use Cases

E- Certificate

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Registration Process and Course Fee for YOU

You can request the Complete Registration

Process and Course Fee through

Email: [email protected]

WhatsApp: +92-331-9664911

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Join the Growing Professional Community

1300 + Professionals from 48 Countries

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Our Participants belong to

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Reviews of Our Previous Participants for YOU

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 Contact us:

KAIZEN ANALYTIC LLP

Office 47, M-1, Eden Tower,
Main Boulevard Road Gulberg III
Lahore

[email protected]
WhatsApp +92-331-9664911
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