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Business Analyst & FP&A professional

Business Analyst & FP&A

The Core path covers the essential ★ lessons; the full course leads to the certificate.

56 lessons · about 2h 19m reading · first-week onboarding. The same lessons as the full course, filtered to ★.

0 of 56 lessons complete0%

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Module 1

Orient

14 min · 0/5 done

  1. 1.1Your first screenCore path3 min
  2. 1.2Reading a KPI tileCore path3 min
  3. 1.3The four indicatorsHighest valueCore path3 min
  4. 1.4Favorite and Responsible KPIsCore path3 min
  5. 1.5Making it yoursCore path2 min

Module 2

Financial Reporting

13 min · 0/5 done

  1. 2.1Three views of the same statementCore pathHighest value3 min
  2. 2.2Reading the statementCore path3 min
  3. 2.3Choosing the periodCore path2 min
  4. 2.4Comparing with Planning, Last Year or ForecastCore pathHighest value3 min
  5. 2.5Level and marginsCore path2 min

Module 3

Investigate a number

17 min · 0/6 done

  1. 3.1The KPI detail pageCore path3 min
  2. 3.2Is this number trustworthy?Core pathHighest value3 min
  3. 3.3Where does this number come from?Core pathHighest value3 min
  4. 3.4Reading the calculationCore path3 min
  5. 3.6List viewsCore path3 min
  6. 3.10Currency and FX rate versionsCore pathCaution2 min

Module 4

Build your own views

11 min · 0/4 done

  1. 4.1Choosing a dashboard typeCore path2 min
  2. 4.2Dynamic dashboardsCore path3 min
  3. 4.6Chart Genius: nothing is showingCore pathHighest valueCaution3 min
  4. 4.7Giving accessCore pathHighest valueCaution3 min

Module 5

Plan and forecast

8 min · 0/3 done

  1. 5.1Financial planningCore path3 min
  2. 5.4Creating a forecastCore path3 min
  3. 5.5The active forecastCore pathHighest valueCaution2 min

Module 6

Liquidity and runway

15 min · 0/6 done

  1. 6.1The liquidity modelCore pathHighest value3 min
  2. 6.2ScenariosCore path3 min
  3. 6.4Revenue plansCore path2 min
  4. 6.5HeadcountCore path3 min
  5. 6.6ExpensesCore path2 min
  6. 6.7InvestmentsCore path2 min

Module 7

Digital Twin: the Driver Tree

12 min · 0/5 done

  1. 7.4Building a treeCore path3 min
  2. 7.6The three lensesCore pathHighest value3 min
  3. 7.8CalibrateCore pathHighest value3 min
  4. 7.9PropagateCore path2 min
  5. 7.10Reading for leverageCore path1 min

Module 8

Explain and report

9 min · 0/4 done

  1. 8.1Building an investor reportCore path3 min
  2. 8.2Section types and contentCore path3 min
  3. 8.3Producing the variance viewCore path2 min
  4. 8.4Approve — what locksCore pathHighest valueCaution1 min

Module 9

OKR

12 min · 0/5 done

  1. 9.1Objectives, key results, milestonesCore path2 min
  2. 9.2Linking KPIs to key resultsCore pathHighest value3 min
  3. 9.3Corporate and team objectivesCore pathHighest value3 min
  4. 9.4The OKR cycleCore path2 min
  5. 9.5Three other ways to see your OKRsCore path2 min

Module 10

Query Builder: building KPIs

8 min · 0/3 done

  1. 10.1KPI first, query secondCore pathHighest value3 min
  2. 10.2Components and operatorsCore path3 min
  3. 10.3Testing and settingsCore path2 min

Module 11

Valuesight Agent and AI

14 min · 0/7 done

  1. 11.1Six ways inCore path2 min
  2. 11.2Plain chat with your dataCore path2 min
  3. 11.3Circle of AdvisorsCore path2 min
  4. 11.4Create a reportCore path2 min
  5. 11.5Value creationCore path3 min
  6. 11.6Scenario analysisCore path2 min
  7. 11.7Ask about this pageCore path1 min

Module 12

Data Management for analysts

4 min · 0/2 done

  1. 12.1Where your data comes fromCore path2 min
  2. 12.2Manual upload and Gold TablesCore path2 min

Module 13

Settings and KPI Management

2 min · 0/1 done

  1. 13.1What you can change yourselfCore path2 min