3-way Excel and Power BI Modelling with Xero Combo
Originally published: 07/10/2024 12:41
Publication number: ELQ-73219-1
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3-way Excel and Power BI Modelling with Xero Combo

Become a data-driven financial modelling expert with this combination of 3-way Modern Excel modelling and Analytics with Power BI. All in 1 powerful package!

Description
Do you need to build a 3 Statement Financial Model and have Xero as your accounting system?

Can you help your company raise capital and manage cash flow with scenarios?

Do you want to start your own business as a finance professional and offer fractional or virtual CFO services to SME?

Do you consider yourself a data-driven finance professional but never actually used Power BI before and need to beef up your data modelling skills?

Do you need to upgrade your data skills and expand your Power BI skills in the context of finance and financial reporting and modelling?

Well, this course might just be the thing to help you!

There are many financial modelling courses out there, but none of these will show the amount of value we are offering you today.

We embrace cutting-edge technology and you will get to experience the best of Financial Modelling with Modern Excel with Dynamic Arrays and LAMBDAs (which supercharge your models and reduce error failure points).

In addition, you will experience the best of Analytics with the world’s leading business intelligence tool, Power BI.

The course includes the following, which you will get access to as part of the training:
  1. Excel Financial model with three financial statements (Income Statement, Balance Sheet and Cash Flow) built using Excel connected to Xero and a scenario manager

  2. Power BI data model with three financial statements (Income Statement, Balance Sheet and Cash Flow) built using Power BI connected to the Excel model and Xero leveraging AI visuals.

  3. We will also provide you with detailed training materials including slides, live sessions, the full recordings and an instruction manual in the event you get lost along the way


If you want to leapfrog other accounting and financial professionals, this is the toolkit to help you get there.


Stay tuned for this and more in other powerful tools leveraging Modern Excel and Power BI.

This Best Practice includes
1. Slides 2. Models 3. Videos 4. Instruction manuals

Acquire business license for $499.00

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Further information

This training is a combination package of the other two individual packages of 3-way modelling with Modern Excel and Power BI for Financial Modellers. The objectives of those are combined here and summarised below:

Modern Excel
The objective is to upskill your modelling skills by covering all the old-school and modern Excel formulas and functions as the foundation for building robust 3-way models using both Modern and "Old" Excel functions. This is a great foundation for anyone wanting to get into really hands-on model development with data provided for you to use and apply right away.

Power BI
To enable users to both begin and expand their Power BI knowledge and how to integrate this into financial modelling and reporting. The ability to extract, transform and load data into the model and then visualise and adjust it accordingly with Mscript and DAX are key areas of focus for development.

Young and up-and-coming accounting and finance professionals recognise the value of financial modelling and data analytics combined skills. This is a treasure trove of tools for your toolkit and skills to take you and your career to new levels.

Other forms of project finance modelling outside the context of business cash flow and financial modelling


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