Finance Analytics & Automation – Alteryx, Power Query, & Power BI

About the course

This 3-day training is designed for finance professionals who are looking to:

• understand which finance processes can be automated, or

• learn how to use software, like Alteryx, Power Query, and Power BI, within a finance team to support the digitisation of their finance function. 

Upon completion of PwC’s Finance Analytics & Automation – Alteryx, Power Query, and Power BI course, you’ll set yourself apart with knowledge of these high demand skills. You’ll bring value to your business by having the skills to automate manual and repetitive tasks and instead focus on meaningful data insights. You will also:

• Understand the process for transforming and visualising data, regardless of the software used

• Practice building Alteryx and Power Query workflows and Power BI dashboards relevant to your profession including:

• Finance reconciliations
• Cost allocation calculations
• Consolidations
• Forecast outlook dashboard
• Product analysis dashboard

• Learn best practices for developing your own automations, and create meaningful storytelling with the data

• Walk away with a prioritised list of opportunities for automation relevant to your specific role and team

• Take away examples of solutions to real world challenges, including the workflows and dashboards you’ll have built, that you are able to leverage to solve your own data challenges

• Have a follow up with one of our data Subject Matter Experts to support your ongoing automation journey

To attend this training, you will be required to bring a laptop with Excel, Alteryx, and Power BI downloaded. See the Before and After the Training details below, for instructions on how to download this software for free.

Learning Outcomes

After successful completion of this course you will understand:

• how data and technology can support your role

• key concepts and terminology used in the data and analytics domain

• how to extract and transform data using Alteryx and Power Query

• visualising data into a dashboard to identify insights and trends using Power BI 

• how to identify automation opportunities specific to your role and organisation

Assessment

There is no final assessment at the end of this training. But we encourage all participants to complete the free Alteryx Core Certification afterwards.

Who should attend

Executives, managers, and staff working in finance teams who have strong domain knowledge, and are looking to grow their skills in data analytics and automation competency.

No prior experience or skills are required.The training will cover basic data literacy with hands on learning using automation tools. 

Inclusions

Your registration fee includes the following:

• 3-day face-to-face training 

• Lunch and morning/afternoon refreshments 

• Personalised follow up with a PwC SME following completion of the trainin