Financial Analyst (Batch-01)

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Course Content

Assignments

Assignment 01 Solution

15:42
Assignment 02 Solution

20:43

Class 01 –

Class 02 –

Class 03 – Power Query (Basic, Text & Number Tools)

Class 04 – Power Query (Data Profiling, Column Quality, Date Tools, Conditional Columns)

Class 05 – Power Query (Introduction to M-Code, Column From Examples, Group By, Merge and Append Queries, Parameters)

Class 06 – Power BI Fundamentals (Data Modelling Basics with Normalization, Star vs Snowflake Schema)

Class 07 – Data Analysis Expression (DAX): TEXT Functions (LEFT, RIGHT, UPPER, LOWER, SUBSTITUTE), Nested DAX Functions (LEFT with SEARCH)

Class 08 – DAX: Text functions (LEFT, RIGHT) | Date & Time Functions (DATEDIFF, TODAY, EOMONTH, NETWORKDAYS, WEEKDAY, FORMAT)

Class 09 –

Class 10 – SWITCH Function | MID Function | Data Categorization | Hiding Foreign Keys

Class 11 – Measures | Implicit vs Explicit Measures | Filter Context | Filter Flow | Aggregation Functions (SUM, COUNT, COUNTROWS, AVERAGE, DISTINCTCOUNT, DIVIDE, MAX, MIN)

Class 12 – Data Analysis Expression (DAX) Measures: Filter Modifier CALCULATE Function | ALL Function

Class 13 – Measures: Table Function | Default Nature of Measures | Making Calculate Function Dynamic Through FILTER Function

Class 14 – Measures: Time Intelligence Functions (Time Series Analysis & Categorical Analysis) | MoM | SamePeriodLastYear | DateAdd | ToDate Analysis | DatesYTD | DatesMTD | Rolling Revenue | DATESINPERIOD

Class 15 – Error Handling (IFERROR) | Dashboard: Color Palette | Formatting | New Card Visual | Line Chart (Trend Line, Reference Line: Comparison Analysis)

Class 16 – Dashboard: Categorical Analysis (Corporate Standards) | Bar Chart | KPI Card | Donut Chart | Pie Chart

Class 17 – Data Visualization: Filters (Basic, Cross, Advanced, TOPN) | Visuals (Table, Matrix, Cards) | Differences (Matrix vs. Table, TOPN, Cards)

Class 18 – Data Visualization: Gauge Chart | Drilling (Up, Down, Through) | Drillthrough Page | Bookmarks | Page Navigation | Custom Tooltips | Conditional Formatting | Slicer | Area Chart

Class 19 – Project Introduction: Austin Real Estate | Data Exploration | User-Centered Design | Data Normalization | New Card Visual | Median, Mean & Outlier Comparison

Power BI Project: 365 Media Feathers

Class 01

43:13
Class 02

17:07
Class 03

36:37
Class 04

27:49
Class 05

39:20
Class 06

19:42
Class 07

41:00
Class 08

21:56
Class 09

38:46
Class 10

12:05

Power BI Project: 365 Granny’s Café

Class 20 – Conditional Formatting (DAX & Gradients) | Map Visuals | Unpivot Data | Stacked Charts | Field & Numeric Parameters | Dynamic Measures

Class 21 – Learned Binning & Sorting Visuals | Processed Text Data | Used Key Influencer Visual | Designed Layouts in PowerPoint | Implemented Custom Designs in Power BI

Class 22 – Learned Buttons, Selection & Grouping | Created Bookmark Navigation | Built Custom Slicer Panel | Explored Power BI Service, Workspaces, Publishing & Sharing Reports

Class 23 – Explored BI Ecosystem | Built ERD Model | Connected Power BI with SQL Server | Researched Financial Reports | Created Auto Date Tables

Class 24 – Understanding Income Statement Requirements | Introduction to Variables | Manipulating Filter Context for Advanced Dax Measures | NOT ISFILTERED Function | Waterfall Chart | Manipulating Matrix Visual with DAX

Class 25 – Understanding Balance Sheet | Requirements Manipulating Filter | Context for Advanced DAX Measures (2) | Creating and Assigning Roles in Power BI Service

Microsoft Excel – Basics to Intermediate Level

Session 01

58:23
Session 02

01:12:29
Session 03

56:20
Session 04

01:05:55
Session 03

01:07:27
Session 06

54:16
Session 07

01:02:43
Session 08

53:33
Session 09

01:03:13
Session 10

57:03
Session 11

56:25
Session 12

01:39:58
Session 13

01:05:52
Session 14

01:53:07
Session 15

01:33:53
Session 16

01:36:03
Session 17

58:59
Session 18

01:03:28
Session 19

50:33
Session 20

55:09
Session 21

01:05:12
Session 22

01:11:37

Class 26 – Introduction to Excel | Tables vs Ranges | Power Query in Excel vs Power BI | Creating Dynamic File Paths with Parameters | Loading Options | Pivot Tables & Power Pivot Basics

Class 27 – Advanced Pivot Tables (Formats, Filters, Conditional Formatting) | Power Pivot Setup | Data Modeling | DAX Measures & Reporting

Class 28 – Understanding Business Requirement | Requirement Gathering Questions | Dynamic Paths using Folder Query | Understanding M-Language Code | Dynamic Calendar Table in Power Query | Date Function in Power Query | Difference between List and Tables in Power Query | Advanced Editor and reusing MCode using Blank Queries | Creating Report in Pivot Table | Custom Formatting Option, Conditional Formatting in Pivot Table | Setting Print Area in Excel, Creating PDF and distribution to shareholders

Class 29 – Change Report Based Dynamic Path | Manipulating M-Code for Data Import | Switching Column and Row in Pivot Table | Create Income Statement using Pivot Table | Priority Matrix | Scatterplots Dynamic Report in Excel Using Named Ranges

Class 30 – Introduction to SQL | Difference between Server and DBMS | Database Schema (Tables, Databases, Columns) | Why companies use SQL | Introduction and Installation of Azure Data Studio | Clauses in SQL (SELECT , FROM)

Class 31 – Clauses in SQL (WHERE, GROUP BY ORDER BY) | Logical Operation in SQL | Data Types in SQL | Order of Operations | Aggregate functions (SUM, AVG, MIN, MAX, COUNT) Aliases

Class 32 – Introduction to functions in SQL | Date functions (DATEADD,DATEDIFF) | Text functions (LOWER,UPPER,CONCAT,LEFT,RIGHT, LEN, REPLACE)IS NULL , IS NOT NULL | Advanced Operators (IN,BETWEEN) | Conditional functions (IIF, CASE Statement) | Introduction to Joins

Class 33 – Introduction to Joins (INNER JOIN, LEFT JOIN, RIGHT JOIN) | Relationships between tables

Class 34 – Sub Queries | Derived Tables | Windows Function (PARTITION BY, OVER, ROW NUMBER, RANK, DENSE RANK)

Class 35 – Python: Introduction to Python | Anaconda Installation | Variables and rule for variables | Introduction to libraries | Numeric Function | Data Types in Python

Class 36 – Python: String Functions | Lists and List Functions | Introduction to Conditions

Class 37 – IF | ELSE | ELIF | Advanced ELIF Conditions | Introduction to Loops | FOR LOOP | Use Case for Loops

Class 38 –

Class 39 –

Class 40 –

Class 41 –

Class 42 –

Class 43 – Power BI for Financial Reporting | Core Concepts | Data Sources & Connections

Class 44 – Power Query Introduction | ETL & Data Cleaning | Text, Numeric & Date Tools | Time Series vs Categorical Analysis | Conditional Columns

Class 45 – Power Query | Parameters | Append Queries | Select from Folder | Data Normalization | Data Modeling

Class 46 – Data Modeling | Data Formatting | DAX (Calculated Columns & Text Functions)

Class 47 – Data Modeling | Data Formatting | DAX (Calculated Columns & Text Functions)

Class 48 – DAX Calculated Columns | Date Functions | Text Functions | Logical Operators & Functions

Class 49 – DAX Measures (Implicit vs Explicit) | Filter Context | Aggregation Functions

Class 50 – DAX Measures | Filter Flow Concepts | CALCULATE | Multi-Dimensional Analysis

Class 51 – Advanced CALCULATE | ALL Conditions | Variables (VAR) | Practical Applications

Class 52 – FILTER Functions | Combined Measures | Iterator Functions

Class 53 – Time Intelligence Functions | Handling Errors | Introduction Data Visualizations

Class 54 – Data Visualizations: Navigation Bar | Images, Cards and Visual Formatting | Line Chart, Bar Chart, KPI Chart, Table and Metrix Visual & Formatting | Report Level & TOPN Filters

Class 55 – Data Visualizations: Donut & Pie Charts, Visual Pages, Card Visuals | Slicers | Area Chart and Others | Gauge Chart | Area Chart

Class 56 – Data Visualizations: Custom Tooltips Option | Advanced Line Chart | Drill Up & Drill Down Through | Bookmarks | Page Navigation | Conditional Formatting

Class 57 – Data Visualizations: Advanced features of Visualizations | Power-BI Services Introduction | Data Refreshers | Row Level Securities | Credentials Assigned | Workspaces Assesses

Class 58 – SQL Queries Concepts | Data Fetching from SQL Database thoughout in PowerBI | Power Query and ETL for Financial Dashboard Data and Data Modelling | Dashboard Designing Techniques

Class 59 – Income Statement | Income Statement Composition | Revenue by Trend | Operating Expense | Calculated Measures and Designing | Charts Designing and Finalization

Class 60 – Advanced Calculated Measures & Functions | Balance Sheet | Statement of Financial Position Page Design | Data Visualization | Advanced Dashboard Design Concepts

Class 61 – Financial Dashboard Finalization & Publishing | Dashboard Deployment Best Practices | Power BI Services Overview (Data Refreshers) | RLS | Credential Management | Workspace Setup

Class 62 – Core Financial Reporting with Power BI & IA | Building Accounts Receivable Dashboards from Scratch with Advanced Techniques

Class 63 – Advanced Dashboard Design Strategies | Advanced Power Query Concepts with M-Code Techniques | Building Performance Analysis Dashboards from Scratch

Class 64 – Finalizing Performance Dashboards with Advanced Methods | Solving Real Financial Reporting Problems for Global Clients

Class 65 – Resume Building (ATS Compliant) | LinkedIn Optimization Strategies | Freelancing & Upskilling (Fiverr & Upwork) | Portfolio Website Development

Class 66 – Final Project Presentation Day