Expense insights and analysis for SME businesses using Excel and Power BI
Originally published: 17/05/2023 12:27
Publication number: ELQ-83150-1
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Expense insights and analysis for SME businesses using Excel and Power BI

Overview of the building blocks of a financial model for expense insights and forecasting using dynamic arrays and other hidden gems inside Excel and Power BI.

Description
How do the best, tech-savvy CFOs control spending with data analysis and financial modelling?

They tell a story with the numbers and turn ordinary business expense data into actionable insights.

We're bringing in one of the industry's best financial modellers to help you get the most out of your expense data. 


Get all the Excel tricks from the best in the business. Will help you rapidly distil and organise complex spending data, find opportunities and drive the bottom line. savings.


Fundamental concepts and design of best-practice models
That surface the most important insights when reporting on business expenses


Forecasting expenses in future periods, drawing on trends from historical data
With real expense data



Building effective dashboards that empower departments to control their own spend
By leveraging the latest enhancements in Microsoft Excel, including Power Query and Dynamic Arrays

You will have access to the blank file, completed file as well as a copy of the live version used in the video.


In addition you will get access to the Power BI file which takes the insights into a proper business intelligence tool.

This Best Practice includes
1. PDF slides 2. Raw Excel expense data 3. Live working Excel file 4. Final Excel file 5. Power BI file 6. Video

Acquire business license for $299.00

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Further information

Understand how to structure a best practice financial model for expense insights and modelling
Leverage Power BI to take the experience to a new level
Show how you can apply Power Query to automate the expense analysis

For those needing to understand, analyse and forecast expense by various dimensions including suppliers, staff, chart of account etc.

Balance sheet management or elements relating to the full integrated financial modelling with balance sheet and cash flow


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