the journey towards
Finance Business partnership

From Financial Accountant to Financial Analyst

任意组合90天完成技能升级
1000 个知识点

Finance Business Partner Career Path

Excel Modelling for AA / FA / MA / Analyst

AA / FA

• Month End Closing
• Year End Closing
• BS Reconciliation
• Analyzing 3 Statements
• P&L Variance Analysis
• Financial Dashboard

MA / Analysts

• Budgeting Model
• Forecasting P&L and B/S
• Forecasting Cash Flow
• Capital Budgeting
• Costing Modeling
• Pricing Modeling

Advanced Modelling

• Excel VBA
• Excel For Business
• Data Analysis Case
• Big Data Analysis
• Excel Data Manipulation
• Predictive Analytics

Basic Modelling

• Excel Table in Depth
• Excel Shortcut
• Excel Charts
• Excel Pivot Tables
• Multiple Worksheets
• Dynamic Dashboard

Microsoft Office

• MS Access
• MS Team
• MS Excel
• MS Power Point
• MS Project
• MS Word

click the course

A five-quarter rolling forecast

Power BI Intro for AA / FA / MA / Analyst

Power BI Intro

• Power BI Introduction
• Power Query Intro
• Power Pivot Intro
• Dimension Table Intro
• Data Model Intro
• DAX Introduction

DAX Intro

• DAX Aggregation
• DAX Table Function
• DAX Iterator Function
• Changing filter context
• Moving Average Calc
• Calculated Columns

Time Intelligence

• Create Date Table
• Aggregate Over Time
• Computing Over Period
• Aggregating snapshots
• Timesheet and Duration
• Datetime Interval

Data Model Basic

• Power Pivot Loading
• Fact Table
• Parameter Table
• Building Relationship
• Power BI Hierarchy
• Power BI Granularity

GL Data Model

• GL Business Process
• OLAP Cube Formula
• Unary operators
• P&L Cube KPI formula
• Analyze in Excel
• MDX Calculation

Case Study for Financial / Commercial / Business Analyst

Financial Report

• AR Ageing Report
• Financial Reporting
• Financial Analytics
• Executive Insights
• Management Report
• Profit Insights

Sales BI Analysis

• New & Return Customer
• Sales PVM Analysis
• Customer Retention
• Product Upsell Report
• Sales CRM Report
• Sales Scenario Analysis

Power BI Budgeting

• Budget Data Model
• Budget Allocation
• Budget Consolidation
• Roll Over Forecasting
• Strategic Planning
• Capital Budgeting

Business Partner

• Human Resources
• Project Consol
• Employment Measures
• BI Strategic Planning
• Project Performance
• Industry Metrics

面试技巧

• 应聘面试
• 领英面试
• 在线面试
• 猎头面试
• 雇主面试
• 简历准备

Adv DAX for Financial / Commercial / Business Analyst

Custom Calendar

• Custom Working Days
• Calendar Aggregation
• Handle Special Period
• Calendar Period -Coming
• Custom Weeks -Coming
• Adv Time Intelligence

DAX Advanced

• Foreign Currencies
• Many To Many
• Power BI Variable
• DAX Query
• DAX Studio
• Optimizing DAX

DAX Pattern

• ABC Classification
• Basket Pattern
• Budget Pattern
• Clustered Customers
• Dynamic Segment
• Distinct Count Pattern

Evaluate Context

• Evaluate Context Intro
• Expanded Table
• Multiple Fact Tables
• Adv Filtering Context
• Adv Context Evaluation
• Redefine Filter Context

Excel Exam 70-779

• IMPORT DATA SOURCES
• DATA MODELING ADV
• Perform Calculation
• CREATE HIERARCHIES
• CREATE KPIS
• Pivot Table & Pivot Chart

Visualization for Financial / Commercial / Business Analyst

Power BI Dashboard

• Matrix and Cards
• Chart In Power BI
• Maps in Power BI
• Filtering & Slicing data
• Power BI Story Telling
• Enhance Report

Custom Visuals

• Session One
• Session Two
• Session Three
• Session Four
• Session Five
• Session Six

Paginated Report

• Report Layout
• Retrieve Data
• Report Parameters
• Visualize Data
• Interactive Features
• SSRS Reporting

Cognos Dashboard

• Data Module
• Exploration
• Calculation
• Charts & Graphs
• Cognos Dataset
• Cognos Map

Cognos Analytics

• List & Crosstab
• Chart & Filter
• Prompt & Calculation
• Conditional Format
• Relationship & Join
• Dashboard Design

Power BI Exam for Financial / Commercial / Business Analyst

Power BI DA 100

• Exam DA -100
• Prepare the data
• Model the data
• Visualize the data
• Analyze the data
• Maintain deliverables

Power BI Ex 70-778

• Data Source
• Data Transformation
• Data Modelling
• Calculated Columns
• Calculated Tables
• Data Visualization

Power BI Ex 70-778

• Gateway
• Connection Mode
• Row Level Security
• Cloud Deployment
• Application Workspace
• Dashboard Architectures

Power BI Architecture

• Power BI Security
• Power BI Integration
• Power BI Licensing
• Scaling with Premium
• Power BI Sharing
• Power BI APP

Power BI Service

• Manage the tenant
• Admin Capacities
• Workspace Admin
• User and Security
• Datasets and Dataflows
• Power BI Admin Tools

Adv Power Query & SQL for Financial / Commercial / Business Analyst

Adv Power Query

• Combining Tables
• Parameterizing Queries
• Custom Function
• Managing Query Plan
• Adv conditional Logic
• Automate Reporting

Adv Data Shaping

• "M" Language
• Complex Query Types
• Data Source
• Transformation
• Data Restructure
• Data Mashup- coming

T-SQL Exam70-761

• T-SQL Manage Data
• T-SQL Query Data
• T-SQL Modify Data
• T-SQL Subquery
• Manageable T-SQL
• Maintainable T-SQL

Azure Data Factory

• Intro to ADF
• Data Movement
• Data Transformation
• Managing Flow
• Security
• SSIS Package

Power Platform

• Power Apps
• Power Automate
• Power Virtual Agent
• Intro to PowerShell
• Azure SQL Server
• Azure Logic Apps

Finance Business Partnership Skills

Stakeholders

• Engage Stakeholder
• Business Analytical
• Business Partnership
• Risk Management
• Problem Solving
• Decision Making

Profession

• Team Player
• Manage a team
• Leadership
• Commercial acumen
• Host a meeting
• Prioritizing Your Tasks

Communication

• Communication Intro
• Influencing Others
• Inter-Personnel
• Building Relationships
• Building Self-Confidence
• Measuring Others

Performance

• KPI Intro
• Balanced Scorecard
• Financial
• Customer
• Process
• Learning

Value Chain

• Strategic Planning
• Supply Chain Managemt
• Brand Management
• Product Development
• Customer Relation
• Project Management

Cognos Planning Analytics ( TM1) & Tableau

TM1 Introduction

• TM1 Introduction
• Creating dimensions
• Building Cubes
• Business Logic: Rules
• ETL: TurboIntegrator
• Deploying via Excel

TM1 Rules

• Exchange Rate
• Move Data btw Cubes
• Perform with Feeder
• Time-based Calculate
• Stock and Flow
• Cost Allocation

Tubo Integrator

• Program Principles
• Variable and Objectives
• Prolog scripting
• Metadata scripting
• Data Tab scripting
• Loading Data

Cognos Planning

• Sales and Profitability
• Budget & Forecast
• Production & Costing
• Cash Flow Planning
• Scenario & KPI
• Performance Dashboard

Tableau

• Tableau Beginner
• Tableau Intermediate
• Tableau Tricks
• Tableau Visualization
• Tableau Dashboard
• Tableau Communicate

Data Warehousing for Commercial / Business Analyst

SSIS Exam70-767

• Dimension Tables
• Fact Tables
• Design Index
• Design Storage
• Partitioned Tables
• Data quality solutions

SSIS Exam70-767

• SSIS Control Flow
• SSIS Data Flow
• Incremental Data
• SSIS Script and Variable
• Debug SSIS
• Deploy SSIS

SQL Analysis Service

• Tabular Semantic model
• MD Semantic model
• Develop DAX Query
• Develop MDX Query
• Configure SSAS
• Maintain SSAS

SQL Report Service

• Report Design Concepts
• Report Development 01
• Report Development 02
• Deploying Reports 01
• Deploying Reports 02
• Enhanced Report

DW / BI Project

• Launch the Project
• Collecting the Requests
• The Architecture Plan
• The Dimensional Model
• Develop the ETL System
• Develop BI Applications

Choose Your Membership PLAN

Pro Member

120 Courses

$ 2999

00 1 Year

• 1 Year Unlimited Access
• 简历修改
• 面试辅导
• 学习计划
• Power BI Training
• 试用期项目辅导

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Premium

120 Courses

$ 5499

00 5 Years

• 5 Years Unlimited Access
• 简历修改
• 面试辅导
• 工作证明
• Power BI Training
• 试用期项目辅导

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Life Long

Unlimited Training

$ 9999

00 Life-long

• Unlimited Access
• Unlimited Resume Edit
• Unlimited Consulting
• Unlimited Q&A Support
• Interview Support
• Unlimited Project Support

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