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Visualise Cash Flow Reports with Power BI

Treasury reports may be the most complex and challenging to visualise for presentation. Do you have the right tool to present them in meetings?

With Power BI, you can easily convert your data into visualisation. It helps you analyse your treasury cash flow report with ease.

In the above illustration, you can use Power BI to analyse your cash flow by the month you select—further, drill down by country to see which subsidiary has the most extensive outstanding loans. All visuals interact with each other when you choose any segment, like a specific country, company or loan type.

Alternatively, you can select the loan type and understand its breakdown by country and company with outstanding monthly loans and bank repayments.

Overall, the report provides much flexibility in understanding each country or company’s monthly cash flow situation by loan type and banks.

I am pleased to invite you to join this Power BI training with me. 

About This Course

What You Will Learn

Use Power BI to import & transform data

Learn how to import raw data into Power BI and organize and transform them correctly.

Create data visuals

Learn the types of visuals and how to create meaningful visuals from raw data. And how to create the right data visuals to access the information you need to make data-driven stories.

Design interactive data-driven reports

Learn the analytics tools available for your analysis reports by analyzing and filtering large datasets to uncover insights.

This course includes

Methodology:

Bring all your data together

Power BI organizes the data you provide with detailed analysis. Power BI makes it easier to present your financial results for your group reporting needs.

Design & present your report easily

You can create a quick report for a meeting and work with what is best for you. Power BI is an intuitive and interactive software. You can easily create an analysis report and send it to the cloud and mobile apps in no time.

Productivity is made easy with automation

Integrating with other data allows you to complete a management report faster with less manual work. With the built-in artificial intelligence, you can present information seamlessly with its interactive tools. Plus, you can automate away routine tasks.

What We Do

TRAINING

Built with enterprises
and individuals
in mind

JT & CO’s online training is interactive and fun. It’s designed for practical needs so that you enjoy learning.

Learn how our training can improve analytics reporting for your organisation :

Trusted by leading brands in Asia

About Facilitator

Hi, I'm Jacinta Thein,
a certified corporate trainer and an experienced Chartered Accountant.

You have already taken the first step to advancing your analyst knowledge by learning Power BI.
Let's embark on this journey together.

I started my accounting career 26 years ago. I have been a Certified Accountant since 2004, and today I am also a Certified Trainer and Microsoft Data Analyst. I worked in the corporate world for 22 years before starting JT & Co in 2018. In the last four years, I have managed JT & Co as a consultant firm and a training provider. I have gained experience in various industries like education, shared services, property, shipping, venture capitalist, chemicals, advertising, and retail.
I specialise in management reporting, consultancy, training, Power BI, data analytics, and visualization.

Learn Power BI and enhance your business and data analytics skills today.