This course reviews the main components of the annual report and provides an understanding of the basis of the company’s past performance so as to form a reasoned assessment of its prospective future performance. It examines challenges encountered in analysing annual reports and provides exposure to ratios and techniques used in assessing financial statements. Learners are acquainted with the decision models of equity, credit and other analysts.

Power BI Desktop is part of the suite of tools from Microsoft which enable data to be analysed and published from a variety of sources. This course provides a solid introduction to using Power BI Desktop to connect to data, create visualisations, query the data and publish reports.

Microsoft calls LAMBDA "The Ultimate Worksheet Function" to create user-defined functions (Lambdas) without VBA. LAMBDA, Lambda Helper Functions, Dynamic Arrays and LET functions will radically improve the way complex spreadsheets are written. Understanding these innovations is vital for any Excel Power User. AI Assistants like ChatGPT and Copilot can assist in creating user-defined functions using LAMBDA and simplify existing formulas using LET.

We are pleased to invite you to an insightful lunchtime discussion at Chartered Accountants House, featuring Institute President Barry Doyle FCA and Director of Advocacy & Voice Crona Clohisey FCA in conversation with Feargal O’Rourke FCA, Chair of IDA Ireland.

This course provides a detailed introduction to some new Excel 365 tools for reporting and analysis in accounting, providing real-world examples. Where appropriate, we will contrast how these issues were handled in 'legacy' - pre 365 - Excel. The full functionality of Dynamic Array Formulas will be explored. We will also present practical, useful techniques to enhance skills in more familiar areas - Charting, Formatting, Pivot Tables & Macros.