|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-data-consolidations-with-microsoft-power-products/
课程评论：没有评论
课程名称：揭示：使用 Microsoft Power BI 工具进行数据整合 课程概述： 本课程旨在教您系统性地使用 Microsoft Excel、Power Query 和 Power Pivot 转换和整合财务数据。我将向您展示如何将组织现有的试算表转变为一个有意义的查询，以便在每次重新生成数据时轻松复制。我们将构建数据模型中的关系，使我们能够通过连接多个实体的数据，将初始试算表转化为全球收入报表。我向您保证：在完成本课程后，您将学会一种利用 Power BI 产品管理财务整合的新方法。 如果您的财务结算流程存在以下常见问题： - 无构架——账户结构不统一？缺少企业层面的维度层次（如账户、实体、部门和产品）？ - 复杂性——使用多个电子表格进行整合？缺乏控制、流程标准化和用户之间的沟通？ - 不灵活——缺少能够快速适应业务变化的多维财务报告？ 本课程将利用 Excel 2016、Power Query、Power Pivot 和数据模型来解决这些问题： - 创建结构——定义所有地点、部门和报告共享的统一科目表和报告维度。 - 降低复杂性——通过提供一个易于多个用户访问的“真相版本”，显著提高控制，消除多个电子表格的需求，并在整个过程中与所有用户沟通结算状态。 - 引入灵活性——创建可更新的多维层次结构，迅速满足会计和财务报告要求。 成为您当前公司的财务系统明星，或者去其他地方成为他们的明星。
This course will teach you how to systematically transform and consolidate financial data using Microsoft Excel, Power Query, and Power Pivot. I will show you how to turn your organization's existing Trial Balance into a meaningful query that can easily be replicated each time you regenerate your data. We will construct relationships in the data model, allowing us to turn the initial Trial Balance into a Global Income Statement by connecting data across multiple entities. My guarantee to you:After taking this course you'll learn a new way to use Power BI products to manage financial consolidations.Does your financial close process suffer from any of these common ailments?Unstructured - No commonality in account structure? No corporate hierarchies for dimensions such as accounts, entities, departments and products?Complex - Use of multiple spreadsheets for consolidation? Poor controls, no process standardization and limited communication between users?Inflexible - Lack of multidimensional financial reporting that can quickly adapt to changing business needs?Use the power of Excel 2016, Power Query, Power Pivot and the Data Model to solve these problems.Create structure - define a common chart of accounts and reporting dimensions shared by all locations, departments and reportsReduce complexity - dramatically improve controls by having 'one version of the truth' accessible to multiple users; eliminate need for multiple spreadsheets while communicating close status to all users throughout the processIntroduce flexibility - create updatable multidimensional hierarchy structures that quickly meet accounting and Finance reporting requirementsBecome the financial systems superstar at your current company or go somewhere else and be their superstar.
