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LIVE ONLINE TRAINING · DELIVERED IN ENGLISH

From ERP transactions
to financial insight.

Practical accounting, Excel and Power BI training—from business transactions to clear financial reports and performance analysis.

30 training hours15 sessions2 hours per session
Session plan Watch the video · 42 sec

For accountants, finance teams and analysts with basic Excel skills.

YOUR TRAINING TIMELINE

15 sessions. One clear path.

Five connected stages. Three sessions in each stage. Every session lasts two hours.

  1. Sessions 1–3

    Finance & ERP

    6 hours

    1. Session 1: Finance foundations & ERP setup

      2 hours

    2. Session 2: Purchases, stock & suppliers

      2 hours

    3. Session 3: Sales, collections & cash

      2 hours
  2. Sessions 4–6

    Prepare & model

    6 hours

    1. Session 4: Excel & Power Query

      2 hours

    2. Session 5: Data model & relationships

      2 hours

    3. Session 6: DAX & financial measures

      2 hours
  3. Sessions 7–9

    Build the reports

    6 hours

    1. Session 7: P&L & report design

      2 hours

    2. Session 8: Receivables, payables & stock

      2 hours

    3. Session 9: Monthly & year-to-date reporting

      2 hours
  4. Sessions 10–12

    Plan & analyse

    6 hours

    1. Session 10: Excel budgets & business drivers

      2 hours

    2. Session 11: Variance analysis

      2 hours

    3. Session 12: Forecasts & scenarios

      2 hours
  5. Sessions 13–15

    Consolidate & present

    6 hours

    1. Session 13: Intercompany transactions

      2 hours

    2. Session 14: Consolidated group reporting

      2 hours

    3. Session 15: Final project & presentation

      2 hours
Total: 15 sessions × 2 hours = 30 hoursClass dates and times are confirmed before booking.View the detailed syllabus

THE 42-SECOND OVERVIEW

See the training in action.

A short introduction to connecting finance knowledge, ERP data and interactive Power BI reports.

42 seconds · English audio with English and Arabic on-screen text.

Read the video transcript

Your finance knowledge is the foundation. Now add the technical skills to stand out.

See how financial data is generated in a real ERP system.

Learn to connect and prepare it.

Understand financial reporting. Analyse performance.

And build your own interactive reports in Power BI.

Combine financial expertise with technical capability to become a more versatile finance professional, and strengthen your value in the job market.

Thirty hours of live online training. Delivered in English. Message Finance for details, and book your seat early.

Choose English or Arabic captions, or turn them off using the selector.

Enquire about training

WHAT YOU WILL BUILD

Practical outputs to take away

  • A connected data modelPrepared data, clear relationships and financial DAX measures.
  • A finance reporting packP&L, receivables, payables, stock, budgets and group performance.
  • A documented final projectAn interactive report, reconciled figures and a clear presentation of your findings.

Explore more when you need it

Detailed syllabus & exercisesEight topics covered across the 15 sessions.
01
BUSINESS & ACCOUNTING FOUNDATIONS

Follow the transaction through the ERP

Understand the event before you analyse the number.

Use the Odoo training company to connect purchases, inventory, sales and payments with the accounts they affect. Establish the difference between an order, a physical movement, an invoice and a cash settlement.

What you explore

  • Chart of accounts, debit and credit, P&L flows and balance sheet positions.
  • Purchase order → goods receipt → supplier bill → supplier payment.
  • Sales order → delivery → customer invoice → collection.
  • Posting dates, company context, stock quantities and the chosen inventory valuation method.
Practical exercise

Trace one product through buying and selling. Annotate the linked documents and explain each journal entry.

Your checkpoint

Explain why a confirmed order does not prove an invoice was posted, and why cash received is not automatically revenue earned.

02
EXCEL, POWER QUERY & DATA QUALITY

Turn source data into reliable inputs

Connect, clean and check before you calculate.

Bring together ERP extracts and Excel planning tables using a repeatable preparation process. Understand the meaning of one row in every source and preserve enough detail to investigate differences.

What you explore

  • Source tables, named Excel tables, reusable parameters and explicit data types.
  • How Odoo data reaches Power BI, including refresh and access requirements.
  • Date conversion, missing keys, duplicated records, unmapped accounts and incomplete joins.
  • Full-table counts and exception logs, beyond the first rows shown in a preview.
Practical exercise

Build a source register, repair a date-conversion issue and reconcile the loaded records with the source.

Your checkpoint

Show why a repair is correct and repeatable, rather than hiding a problem by deleting error rows.

03
DATA MODELLING & DAX

Build the financial reporting model

Make relationships, measures and filters work together.

Organise transactions and reference tables into a model that supports consistent finance reporting. Learn how account mappings, dates and entity filters change the result.

What you explore

  • Facts and dimensions: ledger lines, accounts, calendar, entity, product and cost centre.
  • Unique keys, relationship direction and avoiding duplicated financial amounts.
  • Explicit DAX measures for revenue, cost of goods sold, gross profit, operating expenses and operating profit.
  • Ledger signs versus reporting signs, calculated subtotals and drill-through to supporting detail.
Practical exercise

Build a five-line management P&L and compare one entity with the complete reporting group.

Your checkpoint

Reconcile totals with the ledger and demonstrate that account, date and company selections produce the intended result.

04
WORKING CAPITAL & REPORTING

Connect profit, cash and open balances

Understand what remains unpaid and what is held in stock.

Extend the performance view with receivables, payables and inventory. Read the supporting documents and understand why an outstanding balance today is different from an ageing position at a historical date.

What you explore

  • Invoices, payment allocations, partial settlements and remaining AR/AP balances.
  • Current and overdue ageing bands using the selected reporting date.
  • Opening stock + receipts − deliveries = closing quantity; reconciling value to the ledger.
  • Profit versus cash movement, and period flows versus closing balances.
Practical exercise

Explain the remaining customer and supplier balances from the transaction case, then review invoice-level ageing in the reference report.

Your checkpoint

Distinguish the live report’s current residuals from the workbook report’s historical month-end ageing. Do not present one as the other.

05
BUDGETING & PERFORMANCE ANALYSIS

Explain the variance behind the headline

Separate activity levels from price, cost and spending decisions.

Use Excel-based planning exercises alongside the Power BI report to connect assumptions with financial results. Make each comparison meaningful by matching the period, entity and level of detail.

What you explore

  • Sales volume and price, workforce costs, operating expense drivers and assumption ownership.
  • Incremental, zero-based and driver-based budgeting: selecting a method for the question.
  • Fixed versus flexible budgets, favourable/adverse conventions and variance bridges.
  • Separating a measured difference from an untested explanation of its cause.
Practical exercise

Explain the case study’s AUD 225 adverse profit variance using volume, selling price and operating expenses.

Your checkpoint

Make the bridge add back to the total variance, state the budget used, and support a business recommendation with evidence.

06
INTERCOMPANY & CONSOLIDATION

Move from individual companies to a group view

Follow both sides of an internal transaction.

Work with four fictional operating entities and a separate consolidation member. Trace an intercompany service invoice, its settlement and the group adjustments that remove internal activity.

What you explore

  • Seller revenue and due-from balances; buyer expenses and due-to balances.
  • Matched invoices, partial payments and the outstanding balance over time.
  • Eliminating internal revenue, expense, receivables and payables with an audit trail.
  • Entity-only, pre-elimination, adjustment-only and consolidated reporting scopes.
Practical exercise

Trace one intercompany invoice from the two operating ledgers to E05 consolidation adjustments.

Your checkpoint

Explain why settlement does not create revenue again, and why applying all group eliminations to only part of the group can produce an invalid result.

07
TIME INTELLIGENCE & PLANNING AHEAD

Put performance in the right period

Compare complete periods and separate actuals from assumptions.

Build confidence in month-to-date and year-to-date reporting, then explore what a latest estimate or a future scenario means. The training case uses a January–December financial year.

What you explore

  • MTD/YTD controls, the January reset, entity filters and complete-month budget comparisons.
  • Why stock and headcount snapshots should not be summed across months like revenue.
  • Actual/forecast cutover and the difference between a full-year latest estimate and a rolling horizon.
  • Future-period assumptions, scenario labels and version records in planning exercises.
Practical exercise

Test January and September reporting windows; create a separate future-assumption exercise while leaving closed actuals unchanged.

Your checkpoint

Identify the selected period and forecast version. Explain why a partly completed month should not be treated as a full-month budget result.

08
VALIDATION & FINANCIAL STORYTELLING

Present the insight and defend the numbers

Bring the accounting, model and business explanation together.

Complete a practical finance reporting capstone. Present the result, explain the material movements, show the supporting detail and recommend an action with its assumptions made clear.

What you explore

  • Refresh verification, source-to-report reconciliation and exception review.
  • Entity and period tests, exact-value checks and readable management visuals.
  • Concise commentary: what changed, which drivers explain it, what needs investigation and what action follows.
  • Documenting the model, decisions and unresolved questions for another user.
Practical exercise

Present a group and entity performance view, explain two budget variances, and demonstrate one transaction’s complete audit trail.

Your checkpoint

Submit the learner report and evidence log. Demonstrate that the figures refresh, reconcile and support the conclusion you are presenting.

A worked training exampleFollow a purchase and sale through to profit and cash.

INSIDE THE COURSE

A transaction you can follow.
A result you can explain.

One product. One purchase and sale cycle. Explore how quantities, profit, outstanding balances and cash connect.

FICTIONAL TRAINING CASE · AUDBased on the course’s completed Odoo exercise. Figures are exercise movements, not total company balances.

PURCHASE → RECEIPT → SUPPLIER BILL

01 / 05

What did the business buy?

Follow an order for 100 units at AUD 24.50 each. Check the receipt and the posted supplier bill; each document answers a different question.

Units received100
Unit cost$24.50
Supplier bill$2,450
FOLLOW THE ACCOUNTING

Under this exercise’s periodic inventory method, the bill debits COGS and credits accounts payable by $2,450. A closing-stock adjustment follows later.

THE QUESTION YOU LEARN TO ANSWER

Has the business only ordered the goods, received them, or also recorded the supplier liability?

Check the links between the order, receipt, bill and journal before drawing a conclusion.

AFTER THE COMPLETE EXERCISE

Profit is $850.
Cash increased by $300.

The difference is explained by customer and supplier balances and the stock still held. The point of the exercise is to trace that explanation all the way back to the documents.

Learn to build this view

The exercise excludes tax and uses a specified periodic inventory method. Its closing adjustment must not be duplicated in a setup that already recognises inventory costs automatically. The illustrative lab budget is separate from the historical company budget.

A FEW PRACTICAL QUESTIONS

Know what to expect.

The detailed delivery plan is agreed around the selected learning path and your starting point.

Is this a Power BI course or a finance course?

It connects both. Power BI, Power Query and DAX are taught through finance questions: how a transaction reaches the ledger, how a P&L reconciles, why profit differs from cash and what explains a budget variance.

What role does Excel play?

Excel is used for planning assumptions, budget drivers, reconciliation and supporting exercises. Power Query makes the preparation repeatable, and Power BI brings the model and reporting together.

Will I work with real business data?

The standard exercises use fictional companies and synthetic financial data designed to demonstrate business situations. Your organisation’s data would only be used as part of a separately agreed scope and access arrangement.

Do the forecasts and ageing views use the same sources?

The training distinguishes them. The connected Odoo report covers posted ledger activity and current open balances. Workbook reference reports support historical ageing, budgets and the supplied latest estimate. Extended scenarios are separate learning exercises, with their assumptions stated.

How long is the training, and what does it cost?

The full programme is 30 hours of live online training: 15 sessions of 2 hours each, delivered in English. Contact us for the start date, class days and times, and current fees before booking.

Can we focus on a smaller part of the journey?

Yes—enquire about a focused scope such as finance reporting in Power BI, Excel budgeting, data preparation or variance analysis. We will agree the prerequisites and outcomes before confirming the training.

PLAN YOUR LEARNING JOURNEY

What would you like
to do with your finance data?

Tell us about your experience and reporting goals. We’ll discuss the right starting point, the practical scope and the current delivery options.

alaa@influunthub.com.au
AUSTRALIA+61 426 297 087JORDAN+962 78 197 4402

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