Mastering in Excel Financial with FMVA &
Mastering in Power BI (4 in 1) Program
MICROSOFT EXCEL COURSE MODULES:
MODULE 1: BASIC FORMULAS & FUNCTIONS
MODULE 2: IF CONDITIONS
MODULE 3: LOOKUP FUNTIONS MATCH & INDEX
MODULE 4: DATABASE FUNCTIONS, FINANCIAL FUNCTIONS, D FUNCTIONS
MODULE 5: ARRAY FUNCTIONS, ACCOUNTING FUNCTIONS, COMPLEX EXCEL FUNCTIONS
MODULE 6: DATA ANALYZING TOOLS
MODULE 7: ADVANCED COMMANDS
MODULE 8: EXCEL POWER UTILITIES
MODULE 9: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
MODULE 10: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
MODULE 11: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
MODULE 12: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
MODULE 13: BUSINESS INTELLIGENCE
MODULE 1: BASIC FORMULAS & FUNCTIONS
Sum, Average, Averagea, Maximum, Minimum, Large, Small, Count, Counta, Countblank, Today, Now, Hour, Minute, Second, Rept, Dollar, Exact, Upper, Lower, Proper, Replace, Roman, Address, Cell , Sumproduct, Trim, Mean, , Median, Count, Large, Concatenate, Replace, Now, Days360, Datedif, Choose, Indirect, Rank, Array & Multi-sheet Formulas
MODULE 2: IF CONDITIONS
Simple IF, Nested IF, IF With AND, IF With OR, IF with NOT, Sum IF Simple, Sum IFs Advance, Count IF, Sum IF, Average IF Advanced, Count IF Advanced, Sum IFs, Average IFs, Count lfs, Dated IFs, Dated IFs Advance
MODULE 3: LOOKUP FUNTIONS MATCH & INDEX (Xlookup, Vlookup, Multiple Vlookup, Hlookup)
- Vlookup With Commission
- Vlookup With Account Number
- Vlookup With Customer Comparison
- Hlookup With Commission
- Hlookup With Monthly Sales
- Multiple Vlookup
- Xlookup with Rows, Columns & Sheets
- Multiple Xlookup
- Disadvantage of Xlookup
- Match & Index (Simple)
- Match & Index (Advance)
MODULE 4 & 5
DATABASE FUNCTIONS
DSUM, DAVERAGE, DMAX, DAMIN, DCOUNT
FINANCIAL FUNCTIONS
PMT, PV, NPER, RATE, FV, PPMT, IPMT, NPV, DDB, SLN, SYD, DB
Using Multi-sheet Formulas
D FUNCTIONS, ARRAY FORMULAS & FUNCTIONS, ACCOUNTING FUNCTIONS, TEXT FUNCTIONS, COMPLEX EXCEL FUNCTIONS
MODULE 6: DATA ANALYZING TOOLS
DATA ANALYZING TOOLS
Data Analyzing Business Intelligence Business Modeling Stats Business Reporting with Pivot Tables, Working with Slicers, Advanced Charting & Visualizations, Using Quick Charts Dynamic Charts Spark line Charts, Creating interactive Dashboard Reports, Using Power View & Power Pivot Features, Filters, Auto Filter, Advanced Filter, Subtotal, Sorting, Consolidation, Conditional Formatting, Conditional Formatting Advanced
MODULE 7: ADVANCED COMMANDS
ADVANCED COMMANDS
Working with Named Ranges, Consolidation & List Management, Automating with Macros, Using Form Controls, , Pivot Table, Consolidation, Data Validation, Data Validation Simple & Data Validation Advanced, Using Linking, Paste Special, Text to Column, Hyperlink, Auditing, Auto fills / Flash fill / Custom lists, Transpose, Ms. Excel Linking with Ms. Word, Managing External Data Connections.
MODULE 8: EXCEL POWER UTILITIES
EXCEL POWER UTILITIES
Goto Special, Hide formulas, Sheet Protection, Workbook Protection Freeze panes
MODULE 9: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
- Financial Analysis Fundamentals
- Building a Financial Model
- Business Valuation Model
- Budgeting and forecasting
- Forecast model
- Variance analysis
MODULE 10: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
- Budgeting
- Budgeting Tools? Goal seek, solver, consolidation, pivot tables
- Scenarios and Sensitivity analysis
- Excel Macros
- VBA Macros
- Advanced Financial Modeling and valuation
MODULE 11: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
- Payroll Reporting
- Simple way of Debit & Credit
- Data Table (More than 3 Approaches)
- Loan Amortization Schedule
- Sumlfs
MODULE 12: FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
FINANCIAL MODELING & VALUATION ANALYSIS (FMVA)
- Creation of Sales Invoice with Sales Tax
- Textile Company Sales & Commission
- Cricket Match Forecasting Project
- Create Custom Excel Functions
- Saving Certificate
- Attendance Register
- Electricity Bills
MODULE 13: BUSINESS INTELLIGENCE
BUSINESS INTELLIGENCE
- General Journal, Trial Balance & Income Statement
- Creating Interactive Dashboards Using Form Controls
- Dynamic Graphs Connected with Financial Models
- Power Pivot Quires with Slicer
- Loan Calculator with VBA Macros
Excel Certification Guidelines {CFI & Microsoft)
POWER BI COURSE MODULES:
Module 1 – Discover data analysis
Module 2 – Get started building with Power BI
Module 3 – Get data in Power BI
Module 4 – Create dashboards and Design Power BI reports
Module 5 – POWER QUERY – Clean, transform, and load data in Power BI
Module 6 – Add calculated columns and measures to Power BI Desktop models.
Module 7 – Use DAX functions in Power BI Desktop models
Module 8 – Database connectivity with Power BI
Module 9 – Configure Power BI report filters
Module 10 – Enhance Power BI report designs for the user experience
Module 11 – Design & Manage semantic models in Power BI
Module 12 – Perform analytics in Power BI
Module 13 – Create Title Page Using Buttons & Graphics
Module 14 – Power BI Services Integration
Module 15 – Database Concepts
Module 16 – Using Mysql Client
Module 17 – Data Constraint, Keys And Datatypes
Module 18 – Creating Databases And Tables
Module 19 – Clauses And Aggregate Functions
Module 20 – Working With The Sql Statement
Module 21 – Restricting Rows With The Where Filter
MODULE 1 & 2
Discover Data Analysis
Get Started Building with Power BI
- Introduction to POWER BI
- Power BI Key Features
- Power BI Web Interface
- Power BI Desktop Interface
- Power BI Mobile Application
- Download Power BI Desktop
- Installation of Power BI Desktop
- Power BI Desktop Interface
MODULE 3 & 4
Get Data In Power BI
Create Dashboards And Design Power BI Reports
FIRST POWER BI Dashboard:
- Understanding DATA
- Raw Data v/s Model Data
- Your First Power BI Dashboard
- Getting Data
- Load data from Excel file
- Data types
- Dashboard Page & Background Settings
- Insert Text on your Dashboard
Get Data in Power BI
Create Dashboards And Design Power BI Reports
- Card Visual
- Types of Charts/ Visuals & Play with Axis
- Column and Bar Chart
- Reference/Constant Lines
- Drill Throw UP/ Down
- Color Formatting
- Themes
MODULE 5
POWER QUERY – Clean, Transform, And Load Data In Power BI
Super Store Sales Analysis Dashboard
- POWER QUERY (Power Point Presentation)
- Data transformation
- Transforming Data with Power Query
- Editing queries
- Fixing dates
- Columns – Move, Remove, Rename & Duplicate
- Splitting columns
- Merging columns
- Filtering rows
- Removing Duplicates and Errors
- Sorting
- Hierarchies
- Replace and Fill
- Transforming Text and Numbers
- Transforming dates
- Insert Images & Shapes
MODULE 6 & 7
Add Calculated Columns And Measures To Power BI Desktop Models.
Use DAX Functions In Power BI Desktop Models
- DAX (Power Point Presentation)
- Creating Custom Calculated Columns with DAX
- Creating Custom Columns with Power Query
- Creating Custom Measures
- Creating Custom Calculated Table
- Common DAX Functions
- Aggregation Functions
- Using Variables
- Date Functions
- Filter Functions
- The ALL Function
- DISTINCT Function
- Difference Between ALL/ Distinct Function
- Calculate Function
MODULE 8
Database Connectivity with Power BI.
Database Connectivity:
- Connect ACCESS DATABASE with PBI
- Import Custom Visuals
- Scroller
- lnfographics
- Ring chart
- Funnel / pyramid chart
- Word cloud
- Managing and Arranging Visuals
- Top N Filtering
MODULE 9 & 10
Configure Power BI Report Filters
Enhance Power BI Report Designs For The User Experience
HR Analysis dashboard
- Types of Built-in Visuals (Power Point Presentation)
- HR Analysis Dashboard
- Pie Visual
- Donut Visual
- Tree Map
- Line Visual
- Map Visualization
- Funnel Visual
- Visual, Page and Report Level Filters
- Insert pictures and Shapes.
- Custom Tooltip
- Import custom visuals.
MODULE 11
Design & Manage Semantic Models In Power BI
RELATIONSHIPS (Power Point Slide):
- Create Model Data File using Excel
- Understanding about Relationships
- Relationship types
- Create Relationship
- Relationship Options
Financial Analysis Dashboard:
- Create Excel Model Data File
- Create Relationships
- Understand Relationship Working
- Remove Errors using Power Query
- Create Measures
- Conditional Formatting
MODULE 12
Perform Analytics In Power BI
Crypto Currency Dashboard:
- Download data set – Crypto currency data
- Merging Excel files with Power Query
- Trend over time
- Forecasting
- Edit interactions
- Mobile Layout
- Layer & Tab Order Selection
MODULE 13
Create Title Page Using Buttons & Graphics
- Title page
- Create Custom Buttons
- Create Bookmark Buttons
- Create Title Page
- View TAB
MODULE 14
Power BI Services Integration
- Layer & Tab Order Selection
- Sharing Dashboards and Reports
- Refreshing Power BI Service Data
- Power BI Certification Guidelines
MODULE 15
DATABASE CONCEPTS
- Databases
- Databases Management System (DBMS}
- Relational Database
- Characteristics of a Database
- Users of a Database
MODULE 16
USING MYSQL CLIENT
- Introduction to SQL
- Using MySQL Client
- Installation of MySQL
- Installing MySQL on Windows
- MySQL Client Programs
- Types
MODULE 17
DATA CONSTRAINT, KEYS AND DATATYPES
- Constraints
- Keys
- Primary Key
- Foreign Key
- Data types
MODULE 18
CREATING DATABASES AND TABLES
- Types of SQL Commands
- DDL (Data Definition Language}: create, alter, rename, truncate & drop.
- DML (Data Manipulation Language}: select, insert, update & delete.
- DCL (Data Control Language): grant & revoke permission to users
- DQL (Data Query Language): Select.
MODULE 19
CLAUSES AND AGGREGATE FUNCTIONS
- Group by Clause
- Aggregate Functions COUNT(), MAX(), MIN(), SUM(), SUMX(), AVG(), etc.
- Where Clause
- Having and Order by Clause
- Distinct Clause
MODULE 20
WORKING WITH THE SQL STATEMENT
- SQL Statements
- Select Statement in Detail
- Select DISTINCT
- Retrieving data with SELECT
- Specifying column expressions
- Sorting the result with ORDER BY
- Handling NULL values in expressions
- Writing Single Table queries: (Update, Delete, Alter Table, Add Column, Drop Column, Rename, Change Column, Modify Column)
MODULE 21
RESTRICTING ROWS WITH THE WHERE FILTER
- Testing for equality or inequality
- Applying wildcard characters
- Avoiding NULL value pitfalls