The course is structured into five practical modules, each focusing on core concepts and skills essential to modern bookkeeping analytics. By the end of the course, students will apply what they’ve learned in a capstone project to demonstrate their capabilities.

Module 1: Introduction to Bookkeeping and Data Analytics

Overview of the role of bookkeeping in modern finance
Introduction to data analytics in accounting
Key differences between traditional and data-driven bookkeeping
Exploring Power BI and its relevance in finance
Setting up your Power BI environment

Outcomes

Learners will understand how analytics complements bookkeeping, gain familiarity with the Power BI interface, and set up their first workbook.

Module 2: Preparing and Transforming Data for Analysis

Extracting data from Excel, CSV, and accounting systems
Introduction to Power Query Editor
Data cleansing techniques: removing duplicates, fixing errors, formatting
Data transformation functions and logic in Power BI
Organizing and structuring bookkeeping data for consistency

Outcomes

Participants will learn how to clean and transform financial data to prepare it for analysis and visualization. This is essential for accurate financial reporting.

Module 3: Data Modeling and Financial Metrics

Understanding relationships and data models
Creating and managing calculated columns and measures using DAX
Building financial metrics such as revenue, expenses, profit margins
Budgeting and forecasting basics with Power BI
Connecting multiple tables (e.g., invoices, ledgers, expense sheets)

Outcomes

Participants will master the ability to model bookkeeping data into meaningful metrics and KPIs that provide insights into financial health.

Module 4: Interactive Dashboards and Visual Reports

Overview of Power BI visualization tools
Designing compelling visualizations for financial data
Building interactive dashboards: income statements, cash flow, accounts payable/receivable
Using slicers, filters, and drill-down features
Best practices for financial storytelling and presentation

Outcomes

By the end of this module, learners will be able to design and present dynamic, interactive dashboards that help stakeholders understand financial performance at a glance.

Module 5: Capstone Project and Microsoft PL-300 Preparation

Applying course knowledge to a real-world bookkeeping dataset
Building a complete end-to-end financial report
Final presentation and storytelling with data
Guidance for Microsoft PL-300 certification
Review of exam-style questions and sample scenarios

Outcomes

This module enables learners to consolidate their skills by completing a professional-quality financial report and prepares them for industry-recognized certification.

Bookkeeping Data Analytics and Reporting with Power BI in Singapore

Available Dates

Custom Date Selection

Available Cities

Objectives and Target Group

Course Content