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Aug 2025
(Wed)
How to Design an Income Statement Dashboard with Trial Balance (TB) Data? (6 Aug 2025)
- Subject
- FinTech and Financial Analytics
- Date & time
- 06Aug 2025 (Wed)13:00 - 13:45
- Fee
- Free
Mr Danny W. C. Chan
Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.
- Enquiry
- 2867 8331 / 2867 8424 (finedec@hkuspace.hku.hk)
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Most of the accounting personnel are able to download the company TB data set into an Excel worksheet. With the data set, how would you design a management dashboard for the top management to review:
1. All summary and detailed accounting data under various dimensions
2. YTD, MTD and Monthly Change % for each account
3. A Breakdown Analysis for all accounting levels
4. A Trend Analysis for all accounting levels
Mr Danny Chan is going to demonstrate this design to you during a coming lunch talk. The underlying technique is known as Data Visualization. He will be going to present how this is designed starting from the data source.
If you are interested in the know-how, please do not hesitate to register for this webinar.