550 Money Management Tools courses

Forget your fear of all things finance, quickly understand financial terms and techniques and make a more calculated contribution in your management role.

Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE * Topic A: Explore Crystal Reports * Topic B: Use Crystal Reports Help * Topic C: Customize Report Settings 2 - WORKING WITH REPORTS * Topic A: Create a Report * Topic B: Modify a Report * Topic C: Display Specific Report Data * Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS * Topic A: Create a Formula * Topic B: Edit a Formula * Topic C: Filter Data by Using a Formula * Topic D: Work with Advanced Formulas and Functions * Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS * Topic A: Create a Parameter Field * Topic B: Use a Range Parameter in a Report * Topic C: Create a Prompt 5 - GROUPING REPORT DATA * Topic A: Group Report Data * Topic B: Modify a Group Report * Topic C: Group by Using Parameters * Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT * Topic A: Format a Report * Topic B: Insert Objects in a Report * Topic C: Suppress Report Sections * Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA * Topic A: Create a Report Based on Excel Data * Topic B: Modify a Report Generated from Excel Data * Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA * Topic A: Export Data * Topic B: Create Mailing Labels 9 - APPENDIX * Appendix A: Setting Up and Configuring Data Sources * Appendix B: Using Report Processing Techniques * Appendix C: Using Functions in Formulas

Duration 2 Days 12 CPD hours This course is intended for First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018. Overview Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks. From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks. MEMORIZING TRANSACTIONS * Entering a New Memorized Transaction * Editing a Memorized Transaction * Deleting a Memorized Transaction * Grouping Memorized Transactions * Using a Memorized Transaction * Printing the Memorized Transaction List * CUSTOMIZING FORMS * Creating a Custom Template * Modifying a Template * Printing Forms * USING OTHER QUICKBOOKS ACCOUNTS * Other QuickBooks Account Types * Working with Credit Card Transactions * Working with Fixed Assets * Working with Long-Term Liability Accounts * Using the Loan Manager * CREATING REPORTS * Working with QuickReports * Working with Preset Reports * Sharing Reports * Exporting Reports to Microsoft Excel * Printing Reports * CREATING GRAPHS * Creating QuickInsight Graphs * Using QuickZoom with Graphs * Working with the Sales Graph * Customizing Graphs * Printing Graphs * TRACKING AND PAYING SALES TAX * Using Sales Tax in QuickBooks * Setting Up Tax Rates and Agencies * Indicating Who and What Gets Taxed * Applying Tax to Each Sale * Determining What You Owe * Paying Your Tax Agencies * PREPARING PAYROLL WITH QUICKBOOKS * Using Payroll Tracking * Setting Up for Payroll * Setting Up Employee Payroll Information * Setting Up a Payroll Schedule * Writing a Payroll Check * Printing Paycheck Stubs * Tracking Your Tax Liabilities * Paying Payroll Taxes * Preparing Payroll Tax Forms * USING ONLINE BANKING * Setting Up an Internet Connection * Setting Up Bank Feeds for Accounts * Viewing, Downloading, and Adding Online Transactions * Creating Online Payments * Transferring Funds Online * Canceling Online Payments * MANAGING COMPANY FILES * Using QuickBooks in Multi-user Mode * Setting Up Users and Passwords * Setting a Closing Date * Sharing Files with an Accountant * Updating QuickBooks * Backing Up and Restoring a Company File * Condensing a Company File * ESTIMATING, TIME TRACKING, AND JOB COSTING * Creating Job Estimates * Creating an Invoice from an Estimate * Displaying Reports for Estimates * Updating the Job Status * Tracking Time * Displaying Reports for Time Tracking * Tracking Vehicle Mileage * Displaying Vehicle Mileage Reports * Displaying Other Job Reports * WRITING LETTERS * Using the Letters and Envelopes Wizard * Customizing Letter Templates *

Duration 2 Days 12 CPD hours This course is intended for This course is intended for business users who have been using Power BI to build analytic solutions and are ready to take advantage of the power and flexibility that DAX provides. Learning DAX is a very common 'next step' for experienced Power BI users. Overview At course completion, you should be able to describe DAX syntax, data types, and errors use DAX to create calculated columns, measures, and tables explain how DAX calculations are evaluated, along with the differences between row context and filter context configure and use Time Intelligence to perform common time-based calculations, for example to-date calculations, year-over-year analysis, moving averages, etc. create calculated columns and measures that use data from multiple tables in the data model write measures that handle error conditions gracefully use DAX to enhance the Power BI user experience use DAX Studio to connect to a Power BI data model and execute simple queries Welcome to Introduction to DAX for Power BI. This two-day instructor-led course is intended for business users who have been using Power BI and want to use DAX to create custom calculations in their data models. In this class, you will be introduced to using Data Analysis Expressions (DAX), which is the expression language that is used to create custom calculations in the Power BI Data model. The course covers some of the theoretical underpinnings of the data model and the DAX language, but the emphasis is on using DAX to solve common business problems. You will learn how to write your own calculated columns, measures, and tables, how to visualize the way Power BI computes DAX calculations, and how to troubleshoot custom code. MODULE 1: GETTING STARTED WITH DAX * INTRODUCTION TODAX * CREATING OBJECTS WITHDAX * CONTEXT AND RULES OF EVALUATION * VARIABLES,COMMENTS,AND TESTING MODULE 2: PERFORMING BASIC CALCULATIONS * GETTING STARTED * IMPLICIT MEASURES * ADDING QUICK MEASURES * WORKING WITH DAX DATA TYPES . * DOING BASIC MATH * USING LOGIC IN YOUR CALCULATIONS * USING THE IF() FUNCTION * NESTED IF() * USING THE SWITCH() FUNCTION * ADVANCED SWITCH() * LOGICAL OPERATORS & FUNCTIONS: ||, OR(), &&, AND(), NOT() * AGGREGATING AND SUMMARIZING DATA * THE SUM() FUNCTION MODULE 3: WORKING WITH CONTEXT IN THE DATA MODEL * CONTEXT DEFINED * DATA MODELING BASICS * INTRODUCTION TO DIMENSIONAL MODELING * RELATIONSHIPS AND THEIR EFFECT ON THE EVALUATION CONTEXT * GETTING DATA FROM OTHER TABLES USING RELATED() AND RELATEDTABLE * LOOKING UP DATA WITHOUT USING RELATIONSHIPS * MODIFYING THE CONTEXT USING CALCULATE() MODULE 4: PERFORMING MORE ADVANCED CALCULATIONS * THE DAX ITERATOR FUNCTIONS * USING TABLE MANIPULATION FUNCTIONS MODULE 5: WORKING WITH TIME * PERFORMING DATE CALCULATIONS * WORKING WITH DATE TABLES * GENERATING A DATE TABLE WITH THE CALENDAR() FUNCTION * DEFINING CUSTOM OPERATING PERIODS * YTD, QTD, AND MTD CALCULATIONS * CUSTOM TO-DATE CALCULATIONS * FINDING YEAR-OVER-YEAR CHANGE * FINDING MOVING AVERAGES MODULE 6: ENHANCING THE USER EXPERIENCE * CONTROLLING VISIBILITYOF YOUR MEASURES * USING WHAT-IF PARAMETERS * ADDING BANDING * USING DAX TO PROVIDE ROW-LEVEL SECURITY

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students should have completed Excel Essentials and Excel Functions Including Pivot Tables and Lookups or have the equivalent knowledge and experience. Overview Upon successful completion of this course, students will be able to enhance productivity and efficiency by streamlining workflow, collaborate with others, and audit and analyse data. This course is designed for students desiring to gain skills necessary to create macros, collaborate with others, audit and analyse data, incorporate multiple data sources, and import data. WORKING WITH MULTIPLE WORKSHEETS AND WORKBOOKS * Working with Named Ranges * Link Cells Across Worksheets and Workbooks * Use 3D References to Calculate Across Worksheets * Consolidate Data USE FORMULA AUDITING AND ERROR CHECKING * Reveal Formulas * Trace Cell Precedents and Dependents * Locate Errors in Formulas * Watch and Evaluate Formulas REVIEWING AND PROTECTING WORKBOOKS * Control Data Entry via Data Validation * Protect Workbook Access * Protect Worksheets and Cell Content * Add and Edit Comments * Prepare a Workbook for Distribution * Modify Excel's Default Settings USING MACROS TO AUTOMATE WORKBOOK FUNCTIONALITY * Create Macros via Recording * Run Macros via Buttons and Shortcuts * Assign Macros to the Quick Access Toolbar and Ribbon * Assign Macros to Objects * View Macro Code FORECASTING AND ANALYSIS DATA * Use Conditional Formatting to Highlight, Sort and Filter Key Data * Advanced Conditional Formatting using Formulas * Create Sparklines to Visualise Data * Add Trendlines to Charts to Visualise and Forecast Trends * Use Data Tables and Scenarios to Project Potential Outcomes * Use Goal Seek to Calculate Outcomes * Forecast Data Trends Using Solver

Duration 2 Days 12 CPD hours This course is intended for This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data, and visualize data and insights using advanced visualizations in charts and dashboards in Excel. To ensure success, you should have baseline skill using Microsoft Excel worksheets, particularly in creating workbooks with formulas and function Overview #NAME? Analyzing data to find issues, insights and opportunities, is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways. Microsoft© Excel© is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data-backed visualizations to show insights, trends, and create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action. 1 - DATA ANALYSIS FUNDAMENTALS * Introduction to Data Science * Create and Modify Tables * Sort and Filter Data 2 - VISUALIZING DATA WITH EXCEL * Visualize Data with Charts * Modify and Format Charts * Apply Best Practices in Chart Design 3 - ANALYZING DATA WITH FORMULAS AND FUNCTIONS * Analyze Data with Formulas and Named Ranges * Analyze Data with Functions * Implement Data Validation, Forms, and Controls * Create Conditional Visualizations with Lookup Functions 4 - ANALYZING DATA WITH PIVOTTABLES * Create a PivotTable * Analyze PivotTable Data 5 - PRESENTING VISUAL INSIGHTS WITH DASHBOARDS IN EXCEL * Visualize Data with PivotCharts * Filter Data Using Slicers and Timelines * Create a Dashboard in Excel 6 - CREATING GEOSPATIAL VISUALIZATIONS WITH EXCEL * Create Map Charts in Excel * Customize Map Charts in Excel 7 - PERFORMING STATISTICAL ANALYSIS * Visualize Trendlines and Sparklines with Excel * Analyze Data with the Data Analysis ToolPa 8 - GETTING AND TRANSFORMING DATA * Connect to Data with Queries * Clean and Combine Data * Shape and Transform Data 9 - MODELING AND ANALYZING DATA WITH POWER PIVOT * Install Power Pivot in Excel * Create Data Models with Power Pivot * Create Power Pivots * Perform Advanced Data Analysis and Visualization 10 - PRESENTING INSIGHTS WITH REPORTS (OPTIONAL) * Plan a Report * Create a Report

Bayfield Training and the University of Cambridge Department of Land Economy This prestigious eight-week online Real Estate course is suitable for modellers new to Real Estate and experienced Real Estate Analysts looking to formalise their skill set. This course will equip you with skills to start building your own financial models and the certificate will give your employers and colleagues reassurance of your expertise. If you want to enhance your financial modelling skills over an extended period, the Real Estate Financial Modelling Certificate is the course for you. This online real estate course has been put together exclusively for the Real Estate Financial Modelling certificate, using state of the art digital resources such as animations, video-steps, digital whiteboard and video-interactions as well as the spreadsheets, text based resources and tutor contact you would expect from any of Bayfield Training’s classroom based courses.  Assessment is in the form of a guided model build exercise and written model appraisal. Participants benefit from an additional months access to the course platform after submission of the assessment. ON THIS COURSE YOU WILL: * Become a competent model builder, building Real Estate Financial Models from scratch * Learn tricks and concepts from financial modelling experts with decades of experience in practice and academia * Learn how to use Real Estate Financial Models to make informed investment decisions * Learn at a consistent pace over 8 weeks allowing you to take the time to fully grasp this important skill THIS COURSE IS SUITABLE FOR: * Chartered Surveyors * Asset Managers * Financial Controllers * Financial Analysts * Investment Managers * Property Managers * Real Estate Students/Recent Graduates Course Outline: Module 1 - Economic Context Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. * Introduction to Real Estate Asset Modelling and how it relates to and is distinct from Econometric Models. * Why Real Estate Asset Modelling is important * Understanding the occupier, asset and development markets and the relevant modelling approaches for each * Real Estate Sub-Sector Key Performance Indicators * Introduction to conventional valuations and financial mathematics * Understanding and minimising errors in Financial Models Module 2 - Cash Flow Fundamentals Constructing a financial model from first principles. * Understanding all the components of a basic cash flow model * Understand why Corporate Finance Models and Real Estate Models are different * Financial Model Design * Making the link between valuations, income mathematics and discounted cash flows * Internal Rate of Return, Net Present Value,Worth and other metrics * Features and techniques to aid fast model building Module 3 - Developing the Cash Flow Adapting financial models for different periodicities and building rent functions for different rent behaviour. * Understanding how leases vary with respect to rent over time: Rent Reviews, Break Clauses, Rent Free Periods, Lease Expiries etc. * Developing the concept of a Rent Function in Excel * Logic mathematics and Logic functions * Projecting rent to adapt to different lease contracts and growth patterns * Alternative solutions to Logic functions * Comparative analysis of lease structures in different jurisdictions and adapting financial models Module 4 - Real Estate Data Understanding the different sources of data, constructing basic time series models and recognising basic patterns. * Key Property market indicators * Characteristics and application of key input metrics for Real Estate Appraisals * Understanding the eight components of Real Estate Price Dynamics * Awareness of the different sources of data * Reading and using general property market reports * Constructing basic time series models and recognising basic patterns Module 5 - Development Appraisals Constructing a development appraisal from first principles and understanding development return metrics. * Understanding the key components of a development project * Understanding the difference between development and investment appraisals * Residual Appraisals and Profit Calculations * Cost orientated cash flows and phased sales * Cumulative construction cost patterns: incidental, fixed, loaded and S-curve * Development return metrics and Modified IRRs Module 6 - Multi-let Cash Flows Constructing an advanced multi-let cash flow model and learn different techniques to build flexible rent functions. * Multi-let and portfolio model design principles * Building complex date functions and date series * The three multi-let rent projection techniques * Perpendicular Rent Functions * Incorporate advanced rent adjustments into the Rent Function * Incorporate sector and period varying rental growth rates * Simplifying OPEX and CAPEX projections * Discounting techniques on complex and volatile cash flows Module 7 - Project Finance Constructing a flexible Real Estate Debt Finance model. * Revision of the Mathematics of amortisation and debt finance * Basic senior debt models and geared net cash flow * LTV, IRR and Interest Rate Dynamics * Flexible term, repayment options and deferred interest * Loan covenant tests * Understanding different tranches of debt * Understanding how complex debt structures impact the returns to different parties Module 8 - Model Interpretation and Risk Analysis Learn how to read, analyse and report on real estate financial models. * Understand how to read models and develop an investment narrative * Visualise model outputs using graph functions, conditional formatting, dynamic symbols and dashboards * Learn how to use built-in Sensitivity, Scenario Analysis tools and third-party add-ins * Learn how to construct varied project scenarios in a systematic way * Introduction to Monte Carlo Analysis and VBA * Optimising sale dates and other parameters * Create well written, attractive and persuasive reports Included in the Course * Bayfield Training and University of Cambridge Accredited Certificate & LinkedIn Proficiency Badge * 64 CPD Hours * 1 Month Post-Course Access to the Digital Platform - 12 Months Post-Course Access to the Platform can be purchased for an additional fee * Course Files * Q&A Webinars and Guest Speaker Webinars * Further Learning Resources (Reading, Files and Videos) * Post Course Support - Two Months of Questions & Answers 2024 Cohort Dates Include: * 3rd June to 29th July * 5th August to 25th September 2024 * 30th September to 25th November For more information, please contact Sam on the Bayfield Training Sales team: E - s.musgrave@bayfieldtraining.com T - 01223 517851 W - www.bayfieldtraining.com [https://www.bayfieldtraining.com/]

Learn Excel tricks of the trade and some quick easy wins, to make time spent on spreadsheets efficient, effective and painless!

Duration 1 Days 6 CPD hours This course is intended for To ensure success, students will need to be familiar with using personal computers and should have experience using a keyboard and mouse. Students should also be comfortable working in the Windows environment and be able to manage information on their computers. Overview Upon successful completion of this course, you will be able to create and develop Excel worksheets and workbooks in order to work with and analyse the data that is critical to the success of your organisation. This course is intended for those who wish to gain the foundational understanding of Excel that is necessary to create and work with electronic spreadsheets. Excel can help you organise, calculate, analyse, revise, update, and present your data. GETTING STARTED WITH EXCEL * Navigate the Excel User Interface * Use Excel Commands * Create and Save a Basic Workbook * Enter and Edit Cell Data * Fill Cells with Series of Data (AutoFill and Flash Fill) * Use Excel Help PERFORMING CALCULATIONS * Create Worksheet Formulas * Insert Functions and use Autocomplete * Reuse Formulas and Functions * Create an Absolute Reference MODIFYING A WORKSHEET * Insert, Delete, and Adjust Cells, Columns, and Rows * Move and Copy Data between Cells * Search for and Replace Data * Use Spellcheck and Proofing FORMATTING A WORKSHEET * Apply Text Formats * Apply Number Formats * Align Cell Contents * Apply and Copy Cell Styles * Apply Basic Conditional Formatting PRINTING WORKBOOKS * Preview and Print a Workbook * Controlling Page Layout * Adding Headers and Footers * Set Print Titles and Print Ranges MANAGING WORKBOOKS * Manage Worksheets * Insert and Delete Worksheets * Manage Workbook and Worksheet Views * Manage Workbook Properties

Duration 2 Days 12 CPD hours This course is intended for This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting. They need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis. This course is also designed for students who plan to obtain Tableau Desktop Certified Associate certification, which requires candidates to pass the Tableau Desktop Certified Associate exam. Overview Blend data multiple sources. Join data. Access data in PDFs. Refine visualizations with sets and parameters. Analyze data with calculations. Visualize data with advanced calculations. Perform statistical analysis and forecasting. Create geographic visualizations. Get answers with Ask and Explain The advent of cloud computing and storage has ushered in the era of "big data." With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage. Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau© software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives, and clients. Prerequisites Tableau Desktop: Part 1 LESSON 1: BLENDING DATA FROM MULTIPLE SOURCES * Topic A: Blend Data * Topic B: Refine Blends to Visualize Key Information LESSON 2: JOINING DATA * Topic A: Create Joins * Topic B: Troubleshoot Joins * Topic C: Merge Data with Unions LESSON 3: ACCESSING DATA IN PDFS * Topic A: Connect to PDFs * Topic B: Clean Up and Organize PDF Data LESSON 4: REFINING VISUALIZATIONS WITH SETS AND PARAMETERS * Topic A: Create Sets * Topic B: Analyze Data with Sets * Topic C: Apply Parameters to Refine Visualizations * Topic D: Create Advanced Visualizations LESSON 5: ANALYZING DATA WITH CALCULATIONS * Topic A: Create Calculated Fields to Analyze Data * Topic B: Manipulate Data with Functions * Topic C: Analyze Data with Table Calculations LESSON 6: VISUALIZING DATA WITH ADVANCED CALCULATIONS * Topic A: Create Groups and Bins with Calculations * Topic B: Analyze Data with LOD Expressions LESSON 7: PERFORMING STATISTICAL ANALYSIS AND FORECASTING * Topic A: Perform Statistical Analysis * Topic B: Forecast Data Trends LESSON 8: CREATING GEOGRAPHIC VISUALIZATIONS * Topic A: Create Maps * Topic B: Customize Mapped Data LESSON 9: GETTING ANSWERS WITH ASK AND EXPLAIN * Topic A: Ask Data * Topic B: Explain Data ADDITIONAL COURSE DETAILS: Nexus Humans Tableau Desktop - Part 2 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Tableau Desktop - Part 2 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.