Excel and Power BI Academy

Learn all our best intermediate tips and tricks in Excel. Build user friendly Excel files with automated calculations and avoid calculation errors. Save a lot of time! This training course will introduce you to new intermediate functions like VLOOKUP, SUMIF, SUMIFS, INDEX and MATCH and new intermediate functionalities like F2, F4, F5, goal seek, charts and pivot tables. You will then be ready to step up to our Excel - Financial Modeling (level 1) and Excel - Dashboarding (level 1) training co...

Sophie Marchand M.Sc., CPA, CGA, MVP

This praised training course is an introduction to the best business practices in financial modeling in Excel. It teaches super users how to handle advanced Excel functions and functionalities in order to build effective financial models that allow financial forecasts, scenario analysis and sensitivity analysis. Financial models can be used for budgeting, forecasting financial statements, analyzing investment projects or for business valuation.

Sophie Marchand M.Sc., CPA, CGA, MVP

This training course is an introduction to Excel dashboarding. Your company decided to implement a dashboard in Excel, but where to start? What will you include in your dashboard? How will you structure and show your data? How will you feed your dashboard? Those are the type of questions you will be facing and those are the type of questions we will be answering.

Sophie Marchand M.Sc., CPA, CGA, MVP

This training course is for the professionals who have a lot of data to analyze and who are looking for a self-service BI solution (Business Intelligence). More specifically, it is for the professionals who must, without needing the help of the IT department: import data from difference sources, clean and merge data, explore data with visualizations, build and share easy-to-update dashboards, have an online access to the dashboards via web, phones and/or tablets.

Audrée Pellerin M.Sc., CPA, CGA

This intermediate level training is conducted exclusively in Power BI Desktop (software available for free download from the Microsoft website). Throughout this training, the trainee will import unstructured data from various sources and transform, merge and analyze it. In the end, the trainee will build a report that will allow to properly analyze profit margins and variances between actuals and budget in an original and relevant way.

Audrée Pellerin M.Sc., CPA, CGA

This Power BI advanced training course is conducted exclusively in Power BI Desktop . Throughout this training, the trainee will import unstructured data from various sources and will transform, merge and analyze it. The trainee will work with data over 3 years and will build DAX measures in order to calculate year-to-date values, differences vs previous year, etc. The training business case is very close to what professionals will need to do in their professional “real-life” situation. It al...

Audrée Pellerin M.Sc., CPA, CGA

This training is for professionals who need to consume Power BI content that has been created and shared by colleagues in their organization. These professionals will not be in charge of creating reports or dashboards for the organization but may want to create their own analysis for their own needs. Similarly, they need to become familiar with the Power BI online service and mobile application and learn how to interpret and interact with the content that is shared with them. In addition, the...

Audrée Pellerin M.Sc., CPA, CGA