[Online, 2-Day] Financial Accounting & Data Visualisation (Power BI)
Course Information
  • 27-Feb-2023
  • Online
  • Dr. Steven Liew
  • English
  • RM 1400 RM 1300
    Until 18 Feb 2023
  • 9:00am - 5:00pm



The primary goal of this workshop is to help professionals who have knowledge in finance and accounting in developing sound financial knowledge to read and understand financial reports.

You will learn why Power BI offers you a comprehensive set of Financial Intelligence tools for your data analysis goals and how to use these tools to fulfill all of the above tasks and more. Imagine to quickly structure your data, to easily add calculations to it and to create and publish meaningful charts in just minutes.



[02] COURSE OBJECTIVES           

By the end of this course you will be able to:

    - Prepare a full set of accounts i.e. preparation of journals, posting to ledger, preparation of trial balance, prepare month-end adjustments, prepare income statement and balance sheet

    - How to read Profit & Loss Statement

    - Use Profit and Loss Statement to evaluate performance

    - Understand the relationship between cash flow statement and balance sheet

    - Managing Account Payables

    - Managing Account Receivable

    - How to look for information efficiently in the annual report

    - Learn how to size up a company quickly by reading their financial ratios

    - Understand the Power Business Intelligence (BI)

    - Understand Corporate Tax Computation





Case Study & Group Discussion.




Accounts executive, Senior Account executives, Supervisors, Account assistants and all professionals who are interested in basic Accounting


Special Feature: NOTE: Please bring laptop along





Date:    27-28 February 2023 (Mon-Tue)

Time:    9.00am – 5.00pm

Mode:   Online/ Interactive




   - Early Bird Offer (before 2 Feb 2023)     –      RM 1,200

   - Special Offer (before 18 Feb 2023)     –      RM 1,300

   - Normal Fee      –      RM 1,400


>> Fee includes Course Notes & Certificate of Completion and 6% Government Service Tax


* Fee excludes any Microcredential charges and processing charge by HRD Corp as may be announced prior to training.


** OFFER ** 

- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.


HRDCorp Claimable Course:
Trainer MyCoiD: 429594X
Course Scheme: HRDCorp Claimable Course
Course Type: Remote Online Training (Public)
Course Code: 10001257381




Day 1


8.30am            Registration


9.00am            Module 1: Understanding Accounting Terms

- How is financial accounting different from management accounting?

- Which do you need to know?

- Accounting terms, concepts, double entry rule and accounting cycle


9.30am            Module 2: Managing P&L & Cash Flow (Simulation exercise)


With little or zero accounting knowledge, will walk you through your business or new business on sales, purchases, operating expenses, investment, capital injection, depreciation & interest payment

- You see your own P&L, Balance sheet, cash flow & equity

- Provide strategies (using goal seek) to improve your cash flow & P&L position


10.30am          Morning Break


11.00am          Module 3:  Improve Cash Flow & Profitability Position (Practical Case Study)


- Use financial tools of goal seek & solver to meet management target of sales, profit & cash flow position

- Applying what if analysis (goal seek & solver)

- Applying profitability strategy management framework

   - Formulation stage

   - Execution stage

   - Evaluation stage



11.45am          Module 4: Recording and Analysing Business Transactions

\- Understanding Main Books of Accounting System for any type of Business Operations

- Journal, Ledger and Source Documents

- Ensuring Relevant Supporting Documents for Accounting Transactions

- Books of Original Entries – Types of Journals and Cash Book

- Ledger System – General Ledgers, Subsidiary Ledgers – Posting into Ledgers

- Proper Classification of Expenses to Avoid problems with Tax Authorities


12.30pm          Lunch Break


1.30pm            Module 5: Adjusting Accounts and Preparing Financial Statements

- Accrued Expenses

- Accrued Income

- Prepaid expenses

- Prepaid  Income

- Provision for Doubtful Debts

- Provision for tax

- Asset impairment

- Intangible assets

- Provision for retirement benefit obligations

- inventory write-off

- right-of-use asset

- government grant

- Defined Benefit Pension Plan

- Contract liabilities & assets


3.00pm            Afternoon Break


3.30pm            Module 6: Preparation of Final Accounts

- Balancing Accounts and preparing Trial Balance to ensure accuracy of double entry system

- Detectable / Non-Detectable Errors

- Trading Accounts / Profit & Loss Accounts / The Financial Position

- Final Accounts with Adjustment

- The closures of books and transfer of balances to next financial year

- Dealing with Bad / Doubtful Debts / Provisions, etc


4.15pm            Module 7: Financial Ratios Analysis

- Learn how to size up a company quickly by reading their financial ratios

   - Liquidity

   - Solvency

   - Efficiency

   - Profitability

   - Asset Management

   - Assessing drivers of company profitability and growth

  - Operations and investment strategies: operating and investment management


5.00pm            End of Day 1



Day 2


9.00am           Module 8: Accounts Receivable (AR) & Accounts Payable (AP)

- Understanding How AR & AP Work & Relate to General Ledger

- Performing AR, AP Reconciliation

- Timely payment due incomplete documents

- Received invoices late from vendor/outlets

- PO not stated on the invoice

- Timely closing of AP/accruals

- PO issued but invoice never reached AP

- Cancellation of PO was never informed


10.00am          Module 9: Understanding Tax

- Income tax computation

- Non allowable deduction

- Special deduction

- Double deduction

- Capital allowance

- Approved Donation

- Tax rate


10.30am          Morning Break


11.00am         Module 10:  What is Power BI?

- Suite of business analytics tools to analyze data

- Connect to your data, any data

- Prep and model your data with ease

- Provide advanced analytics with the familiarity of Excel

- Create interactive reports customized for your business

- Can unify all of your organization’s data, whether in the cloud or on-premises


12.30pm          Lunch Break


1.30pm            Module 11: Importing and Transforming Data

- Importing Data from various sources

- Using Direct Query

- Query Editor Overview

- Query Building Best Practice

- Understanding Applied Steps

- Data Transformations


2.30pm            Afternoon Break


3.00pm            Module 12: Apply Power BI?

- Data source must be a RAW data (No Formulas)

- Data source must be in a table format (Headers must be on TOP)

- Get Data (Query)

- Transform/ Data Cleansing

- Creating Reports

- Publish to Power Bi Service

- Create Dashboard


4.00pm            Module 13: Demonstration Power BI

- Financial data

- Sales Data


5.00pm            End of Training





Dr. Steven Liew

Certified HRD Corp Trainer Consultant 


Dr Steven Liew is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant by profession. He has an Asia Pacific Executive MBA (for senior executives) from the National University of Singapore and a PhD in international finance with Rushmore University of USA.

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally manage multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 30 years working experience in senior financial & operational management positions spearheading

the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years’ period.

He is a registered Trainer with the Government Human Resources Development Berhad (Pembangunan Sumber Manusia Berhad) and a GST Tax Consultant.

Dr Steven Liew had conducted various seminars for corporate clientele including Association of Credit Man- agement Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle, IQPC Worldwide Pte Ltd, Singapore, Lexis Nexis,, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation , Ministry of Development, Brunei , BICPA Asean Management, Brunei, Risda Group Of Companies, Sales & Marketing Training Forum, Sri Lanka, Giant Retail Sdn Bhd, Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd, Bank Islam Brunei Darussalam. Conti- nental Tyres, Sime Darby Bhd, Sony Malaysia Sdn Bhd, Perodua Sdn Bhd & Credit Guarantee Corporation (M) Bhd; Fujixerox, UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler, UCSI & Ministry of Finance; Seccom Sdn Bhd; Bridgestone Chemical Prod- ucts (M) sdn Bhd; Dialog Group Bhd; SEDCO, KK; Hosid- en Electronics (M) Sdn Bhd; STO Maldives; Indah Water Consortium Sdn Bhd; CPA Australia (M) Sdn Bhd.

He is currently providing management consultancy and training specialising in Forecasting, Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, cost reduction, credit management & loan recovery.





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