Technical Partner

Saylani Mass IT Training Program

Data Analytics Training Program

The Institute of Chartered Accountants of Pakistan (ICAP) is a prestigious regulatory body with a proud history of
providing chartered accountancy qualification, and investing in professional growth and development of its
members.

ICAP by Digital Assurance & Accounting Board (DAAB), in response to challenges brought by emerging digital
technology, introduced an extensive course on Data Analytics in 2021. ICAP is now announcing yet another batch
of Data Analytics in collaboration with Saylani Mass IT Training (SMIT) program as our intellectual partners.

The course is intended for professionals using data for finance, audit and other business decisions. It is aimed to
provide the participants with skillset, to understand and create financial models using software & tools to have
better insights for improved decision making in timely and efficient manner. It emphasizes on financial modeling,
forecasting, technical software and system language that facilitate prediction of potential results based on
patterns.
The three course modules total of 144 hours, are designed in a way that each module is a level higher to the
preceding one, exploring tools for data from descriptive to predictive analytics. Each module is followed by
two hourly practice session.

By the end of the program, you will be able to learn below skills;

1. Building Dashboards and Data transformation

2. Predictive Modeling and Statistical Analysis
3. Data Mining & Business Intelligence
4. Predictive Modeling, programming and coding

Who Should Attend

This course is designed for ICAP affiliates, Chartered Accountants, Executive Management and other Finance
Professionals seeking to enhance their competencies in Data Analytics.

Details Module A: Module B: Module C:

Financial Modelling, Forecasting Power BI, Power Query & DAX Data Analytics Using Python
and Dashboarding with Ms. Excel

CPD hours 44 hours 44 hour 56 hours

Classroom 42 hours 42 hours 54 hours

Practice session 2 hours 2 hours 2 hours

Weeks Week 1 to 9 Week 10 to 17 Week 18 to 27

Dates Jan 15, 2023 – 11 Mar, 2023 Mar 25, 2023–May 20, 2023 May 27, 2023 – Aug05, 2023

Time In Person KHI: Saturday-Sunday 2:00 pm to 5:00 pm

Online via Zoom: Tuesday and Thursday 7:00 pm to 10:00 pm (PST)

Course Pre-
Requisite 1. Participants will be required to bring their own laptops with MS Office 365 or 2016 or 2019 and
Power BI desktop installed. For Mac laptops, the participants will also be required to
pre-install Microsoft Windows Virtual Machine;
2. The participant’s laptops should have admin rights to install Anaconda;
3. Knowledge of Ms. Excel (minimum basic level);
4. Awareness of Business Statistics;

Course
Guidelines 1. Camera’s to be turned ON during the lecture for attendance (online classes).
2. Minimum 75% attendance is to be maintained to be eligible for the assessment.

Venue Onsite: Karachi (In-person classroom sessions)

Online: Via Zoom
Course Contents
Module A: Financial modeling, forecasting
and dashboard reporting using MS Excel

Who Should Attend

Financial modeling helps business leaders in making informed decision based on data analytics. In this
course, you will learn how to create financial models for budgeting, forecasting and corporate valuation.
The course will also include revenue & expense modelling, assets and liabilities, depreciation, and taxation
as well as financing and taxation. Finally, the course will also cover presenting the outcome in the form of
dashboards along with the capability to perform what-if analysis.

In this module, we will cover a three-statements financial model using Microsoft Excel. Exercises will be used
throughout the module to provide a practical understanding of these key topics. Participants will be able to
create an integrated financial model, analyze the impact of using variable input fields, protect the content
and layout of the model, share the model with other participants and present the outcome in a visually
appealing dashboard.

Learning Outcomes:

 Describe financial modeling basics

 Apply best practices in financial modelling
 Design the layout and structure of the model
 Review the three financial statements used in financial modeling
 Discuss and develop various components of the model - revenue and expenses, assets &
depreciation, debt and equity, dividends and taxation etc.
 Explore the valuation process in financial models.
 Discuss error handling and error proofing of the model
 Enable the user to perform a what-if analysis based on multiple variables
 Present the outcome of financial model in a concise dashboard

Advanced MS Excel

Microsoft Excel is the world's most popular spreadsheet tool, allowing users to summarize and organize
data, identify trends and perform meaningful computations. It also helps users to appropriately assessing
the situations and make better business decisions.

Excel allows you to analyze large volume of data swiftly and efficiently. It includes performing sensitivity
analyses (also known as what-if analyses) utilizing tools such as Goal Seek, Scenario Manager and Data
Tables.

In this course, you will learn how to take your Excel skills to the next level. This course will give you a deep
understanding of the advanced Excel formulas and functions that transform Excel from a basic
spreadsheet program into a dynamic and powerful analytical tool.

Learning outcomes

 Learn powerful formulas to lookup, summarize and arrange complex data sets
 Join datasets from multiple sources with VLOOKUP, XLOOKUP, INDEX & MATCH functions
 Manipulate dates, time, text, and arrays
 Sort, summarize and format data based on multiple conditions
 Perform complex data analysis using pivot tables
 Perform what-if analysis using goal seek, data tables and scenarios
 Create dashboards using dynamic charts that adjust to data
Dashboard Reporting using MS Excel

This course will cover the basic components of a dashboard in Excel: tables, PivotTables, Pivot Charts,
slicers, and timelines. Learn how to design and present interactive and visually appealing dashboards so
they can be shared with your key business stakeholders. This course will teach you quick, easy-to-use
tips and techniques so you can start visualizing your data right way.

The course shall also take practical examples of multiple functions in an organization, e.g. Finance, HR,
Sales & Marketing, Production, Supply Chain etc. to equip the users with broad range of experience.

Why should you learn Dashboard Reporting using MS Excel?

Creating dashboards for stakeholders including senior management can be overwhelming, especially
when data comes in from different sources, requires various calculations and summarizations.

You shall learn how to extract the information you need using PivotTables and display it with linked
shapes and pictures and Pivot Charts. You can discover dozens of useful Excel dashboard tips and tricks
along the way which will help you creating your own data-rich dashboards.

Learning Outcomes:

 Show time-series data by plotting and displaying information

 Devise a moving average chart
 Account for errors and bias in data
 Create, interpret and utilize trendlines
 Determine how to model exponential growth & compound annual growth
 Analyze the impact of seasonality

Financial Forecasting using MS Excel

This course will equip the learners with the skills to forecast data based on historical trends; including
how to display time-series data visually while ensuring that the forecasts are accurate; use trendlines
to identify trends and outlier data; model growth; account for seasonality; and identify unknown
variables.

Learning Outcomes

 Show time-series data by plotting and displaying information

 Devise a moving average chart
 Account for errors and bias in data
 Create, interpret and utilize trendlines
 Determine how to model exponential growth & compound annual growth
 Analyze the impact of seasonality
Module B: Microsoft Power BI (Power Query
and DAX, Data Visualization & Story telling)

Microsoft POWER BI - Introduction

Power BI is an interactive data visualization software developed by Microsoft with a primary focus on
business intelligence. It is part of the Microsoft Power Platform. You can connect to and visualize any
data using the unified, scalable platform for self-service and enterprise business intelligence (BI). It is
easy to use and helps you gain deeper data insight.

Power Query & Data Modeling

It can reduce manual work like copying and pasting and thereby saves plenty of time. With just few
clicks, it allows us to refresh and update data quickly. For many users, the biggest advantage of using
Power Query is speed and efficiency. It offers us a selection of rich tools for transforming data and bring
them together to analyze.

Topics covered: Types of Joins, Append & Merge Data, Split Columns, Unpivot, create a Calendar,
GroupBy, Removing Errors and Duplicates, Data Format Types, Sorting, Custom and Calculated
Columns, Normalization and Denormalization, Star Schema, Snow-Flake Schema, Fact & Dimension
Tables, Business entities.

Learning Outcomes:

 To merge multiple Tables into One via appending technique.

 Different kinds of Joins in power query.
 To learn the data modeling concepts.
 Understand the various data types and how they impact reporting
 Explain the importance of data quality for data analytics project
 Get data from various sources with different connectivity types
 Apply best practices to profile, clean, transform, and load data

Power BI for Data & Business Analytics

Whether it’s using interactive dashboards to consolidate key metrics or rich reports to connect
datasets from workloads, Power BI is a key tool to engage with business data, pull it from a broad range
of disparate sources, and enable smarter data-driven decisions.

1. It is easy to connect your data together

2. It has custom and open-sources visuals
3. Enable more advanced analytics with familiar Excel features
4. You can ask questions and get answers about your data
5. Power BI is a leader in Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms

Learning Outcomes:

 Demonstrate a clear understanding of the value of accessible information.

 Demonstrate a clear understanding of the general metrics and data.
 Sources used for evaluating business performance.
 Acquire operational knowledge of the Power BI interface and its functions.
 Explain the roles in data analytics and types of analytics
 Demonstrate understanding on the steps taken by data scientists/analysts in analytics projects
 Understand the sensitivities in data collection process to ensure clarity and consistency for
downstream analysis
DAX

Learning DAX as a Power BI user is much like being an Excel user and discovering how to use formulas. It
opens up a whole new world, solves business problems, makes you a better data professional, and
improves the data model.

Topics covered: Introduction to DAX, Calculated Columns, Relationships, Measures, Data Analysis
Expressions (DAX) – Date & Time Functions, Filter Functions, Information Functions, Logical Functions,
Table Manipulation Functions, Text Functions, Math & Statistical Functions, Time Intelligence Functions.

Learning Outcomes:

 To write DAX functions and understand expressions

 Use tools to help manage and create DAX
 Create complex expressions
 Learn methods to optimize expressions and more

Data Visualizations & Data Storytelling

The purpose of data analytics is often to change a viewpoint or decision based on the data. However, it
is very difficult to make a change if the stakeholders don’t understand the data. Data storytelling is
building a story around a set of data to better understand and visualize the data. The primary benefits
are to provide key insights, present new perspectives, interpret complex information, Inspire action.

Topics covered: 15 Dashboard Design Rules, CRAP Rule, MVC Rule, Visualizations best practices,
Storytelling tips, how to select right chart, Dashboard design checklist, Interactive Features of POWER BI
Desktop version includes Tooltip, Hyperlink & Bookmarks, Drill through, Visual, Page and Report level filters,
Colors formatting, Conditional formatting, exploring app source for more visuals from marketplace.

Learning Outcomes:

 Design effective data visualizations to provide new insights or communicate information to the viewer.
 Find and select appropriate data that can be used to create a visualization that answers a particular
question.
 Understand key elements for effective story telling with data
 Apply best practices for dashboard design
 Explain discoveries and insights with the help of visualizations (e.g., charts, tables, dashboards) to
support conclusions and recommendations
Module C: Data Analytics with Python

Introduction to programming in Python

Python has become the most popular language in the field of data science and data analytics with its
strong support of data libraries using Scikit-learn a most used machine learning.
This section of the course covers the Python programming fundamentals. Every concept will be taught
with hands on examples and practice case studies. You will learn Python data type, python data
structure, functions, Module and basics of object-oriented programming.

Learning Outcomes:

 You will be able to write basic code in python

 Working with python data structures like python list and dictionaries
 Working with loops (for and while loops) to traverse data from list dictionaries and other data
structures in python
 Decision making conditional statements using if else elif statements
 Taking command line inputs from console
 Making functions to avoid repetition of code.
 Defining parametrized and non-parameterized function
 Defining and usage of lambda functions
 Reading and writing data to files.
 Handling of Exception while running programs
 Introduction to object-oriented programming.

Numpy

Numerical Python or Numpy is the fastest python library to do all sorts of statistics and numerical
calculations. This section will cover from the basic of Numpy arrays to vectorized array operations
using linear algebra and statistics.

Learning Outcomes:

 Creating Numpy arrays and performing basic array operations

 Indexing and slicing different dimensional Numpy arrays.
 Performing logical operation on Numpy arrays
 Reshaping and combining arrays
 Splitting arrays from higher dimension to lower dimensions
 Using built-in numerical methods of Numpy arrays.

Pandas

Pandas is the most powerful data analytics library used for data cleaning, data wrangling, data merging.
You will be able to cover Pandas data science and analytics features with full practical implementation
on live datasets from Kaggle (www.kaggle.com) - one of the biggest data science platform.

In this course, you will learn how to analyze data at a high level - testing theories and hypotheses,
identifying patterns and finding answers to key questions.

 You’ll use different analytical techniques to manipulate data and make use of summary statistics
using Exploratory Data Analysis.
 You’ll learn how to create basic data visualizations that help to explain the data and provide better
insights into what the data is telling you.
 Once you’ve understood how to uncover macro trends and patterns in the data, you can progress to
more in-depth analysis.
 Learning Outcomes:

 Smart use of Pandas data frame to analyze data sets

 Loading data from different format files as well as from API and data bases to Pandas data frame
 Cleaning of Data so that we can feed data to our statistical models in required form
 Wrangling of data by combing, reshaping
 Grouping and Aggregating data
 Querying data to get the useful insights from data in the form of numbers and figures

Data Visualization with Python

Data visualization is the most important pillar of data analytics. It helps analyzing data more rapidly
and take a thorough look of data using graphical representation. You will learn the Python’s most
exciting and useful Matplotlib and Seaborn libraries to visualize data.

Seaborn is a library for making statistical graphics in Python. It builds on the top of Matplotlib and
integrates closely with Pandas data structures.

Seaborn helps you explore and understand your data. Its plotting functions operate on data frames
and arrays containing whole datasets and internally perform the necessary semantic mapping and
statistical aggregation to produce informative plots. Its dataset-oriented, declarative API lets you focus
on what the different elements of your plots mean, rather than on the details of how to draw them.

Learning Outcomes:

 Basics of data plotting using Matplotlib

 Adding title and changing Axis labels
 Specifying legends colors styles thickness and markers of graphs
 Learning to draw Bar plots, Histograms, Area plots Scatter plots, Density plots, Heat-maps

Machine Learning
The most joyful and excited part of this course is to see how a machine behaves like a human. “Machine Learns”.

In this section, you will learn and implement most basic to advance machine learning algorithms
including Regression, Classification, Clustering and much more on real data set from Kaggle. You will
also learn to use some machine learning tools like Rapid Miners etc.

Learning Outcomes:

 Making of machine learning models for predicting the data

 Use of different types of models for different type of data sets
 Predictive analysis of data using ML models
 Using different domains Data from Kaggle to perform modeling
 Ensemble learning models to get the best performing models.

Time Series Analysis Modeling and Predictions

Analysts can tell the difference between random fluctuations or outliers and can separate genuine
insights from seasonal variations. Time series analysis shows how data changes over time, and good
forecasting can identify the direction in which the data is changing

Learning Outcomes:

 Getting insight from time-based data sets

 Making univariate time series models
 Learning to differentiate between seasonal and non-seasonal data
 Knowing the upwards trends downward trends and stationary data trends.
 Applying moving average techniques to data.
 Learning concepts of Auto Regressions (AR), Correlations, Partial Auto Correlations (PACF), Auto
Correlations (ACF).
 Predicting time series-based data forecasting using ARIMA, ARIMAX, SARIMA, SARIMAX type of models.
 Course Trainers

Mr. Sohaib Jamal is a fellow member of ICMAP, CA (Intermediate) –

ICAP & CIMA UK (Finalist). He has 20 years of training and teaching
experience with specialization in data analytics and financial
modeling. He has conducted 75+ trainings on Financial Modeling
through excel in Pakistan, KSA, Bahrain and Dubai. Furthermore, he
conducted 40+ Corporate Trainings on Data Analytics using Excel for
more than 35 companies including TCS, Abbot, Descon, Yunus
Textiles, Pakistan Cables, Indus Motors, Syngenta, Clariant, Aventis,
PSO, Habib Bank and many others.

Mr. Sohaib Jamal holds 23+ years of Management Consulting

Experience. Experience in training in more than 9 universities of
Pakistan, 10 projects of financial and business modeling delivered for
Mr. Sohaib Jamal corporate clients, 04 projects of Oracle implementation and 02 books
Fellow Member of ICMAP written on Excel and Financial Modeling and ERP implementation.
CA (Intermediate) – ICAP
CIMA UK (Finalist)

Mr. Saad is certified Microsoft Office Specialist,

Member Chartered Global Management Accountants
(CGMA) and Fellow Member of ICAP. He is associated
with the Martin Dow Group as Director Finance in
Martin Dow Marker Limited and a freelance consultant
to organizations for Financial Modeling. He has almost
two decades of experience in corporate reporting,
data analysis, management accounting, and
secretarial matters. He is the visiting faculty in the
Institute of Business Administration (IBA) in financial
modelling.

Mr. Saad is well versed in financial modelling, power BI,

advanced excel (data analysis and dashboards). He Mr. Saad Usman
is also teaching / training financial modelling at IBA
Certified Microsoft Office Specialist,
and ICAP (through workshops). He will be facilitating
Member Chartered Global Management
module A.
Accountants (CGMA) & Fellow Member of ICAP

Mr. Nasir will facilitate Module C. He is the Microsoft Certified in Python

and has over 12 years of training experience in Artificial Intelligence,
Machine Learning and Deep Learning. He has the honor of having
trained more than 20,000 students. His areas of specialization include
Data Science and Deep Learning. He is the Lead Trainer in Artificial
Intelligence and Data Science at the Presidential Initiative for Artificial
Intelligence and Cloud Computing (PIAIC).

Mr. Nasir Hussain

Nasir will facilitate in Module C Technical Partner
Saylani Mass IT Training Program
Microsoft Certified in Python
Note
1. Registrations are on first come first serve basis, subject to payment only, and
registrations will be closed as soon as the class size is filled.
2. Interchangeability of participants due to any reason will not be allowed.

Course Fee (Exclusive of Tax)

Modules Affiliate/students Member Non-Member

All three modules Rs. 54,000 Rs. 60,000 Rs. 75,000

Register Now using the Link

https://member.icap.org.pk/online-registration-for-seminar-workshop/

For Further Inquiry or Details

DAAB Team
UAN: (021) 111-000-422 Ext. (406)
Email: [email protected]