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IN India Master's Degree

Power BI for Finance

Model, visualise and publish finance data that others can trust and use.

  • 8 modules
  • 32 topics
  • About 2 hours
  • Certificate

What the course covers

8 modules, 32 topics. Open any one to see what sits inside it.

    1. 1.1 Why finance outgrows spreadsheets
    2. 1.2 How the tool is put together
    3. 1.3 Planning a report before you build it
    4. 1.4 Refresh, sharing and licensing in outline
    1. 2.1 Connecting to accounting systems and files
    2. 2.2 Shaping data in the query editor
    3. 2.3 Merging, appending and unpivoting
    4. 2.4 Parameters and reusable queries
    1. 3.1 A star schema for finance data
    2. 3.2 Relationships and cardinality
    3. 3.3 Building a proper date table
    4. 3.4 The chart of accounts as a dimension
    1. 4.1 Calculated columns against measures
    2. 4.2 The core DAX functions
    3. 4.3 Filter context, explained
    4. 4.4 Year to date, prior year and variance
    1. 5.1 Building a profit and loss layout
    2. 5.2 Balance sheet and opening or closing balances
    3. 5.3 Budget against actual
    4. 5.4 Currency conversion
    1. 6.1 Choosing the right visual for a finance number
    2. 6.2 Tables, matrices and conditional formatting
    3. 6.3 Layout, hierarchy and drill-through
    4. 6.4 Making a report readable on one screen
    1. 7.1 Slicers, filters and bookmarks
    2. 7.2 Row-level security
    3. 7.3 Publishing, workspaces and apps
    4. 7.4 Scheduled refresh and gateways
    1. 8.1 Reconciling a report back to the ledger
    2. 8.2 Documenting measures and definitions
    3. 8.3 Version control and change requests
    4. 8.4 The modelling mistakes that ruin finance reports

What you will be able to do

By the end of this course you will be able to explain and apply:

  • Why finance outgrows spreadsheets
  • Connecting to accounting systems and files
  • A star schema for finance data
  • Calculated columns against measures
  • Choosing the right visual for a finance number
  • Reconciling a report back to the ledger

Why take it

Two hours, not two months Eight short modules. Finish in a day, or do one module a night for a week.
Depth beyond your coursework Pitched above taught content, for research, leadership and the work that follows the degree.
Built for a phone Watch on the bus, pause mid-module, pick up where you stopped. No download, no lab.
A certificate that can be checked Every certificate carries an ID your college or an employer can verify on our site.

Who it is for

Designed for

  • Master's Degree students in India
  • Studying: M.Com, MBA Finance, MA Economics, CA / CMA / CS professional routes
  • Recent graduates strengthening a CV
  • Anyone working in this field without a formal qualification

What you need

  • No prior course needed
  • A phone, tablet or computer
  • About two hours in total
  • Each of the five courses stands alone

Questions

  1. About two hours in total — eight modules of roughly fifteen minutes. You can do it in one sitting or spread it across a week. Your place is saved either way.

  2. No. There is no prerequisite course and no software to install. A phone, tablet or computer with an internet connection is enough.

  3. Yes. This course is placed at Master's Degree for India, and the content is written for that level. If you are at a different stage, change your level at the top of the page and the courses will change with it.

  4. A certificate for the course, carrying an ID that your college or an employer can check on our verification page. You keep access to the material afterwards.

  5. Yes — ₹450 for this course on its own, or ₹1,450 for all five in this set, which works out cheaper if you want more than one.

  6. There is a short quiz at the end of each module so you can check what stuck. It is not timed and you can retake it.

  7. Change your country using the picker at the top. Level names, degree names and prices all switch to that country, and the courses adjust to its education system.

Wording shown for India. Pick a different country at the top and the terms, currency and programme names change with it.

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