Creating a Microsoft Word Document

• Starting Microsoft Word
• Saving a Document
• Importing a File
• The Status Bar
• Closing a Document

The Ribbon

• Introduction to Ribbon
• Tabs
• Commands

The Backstage View

• Introduction to the Backstage View
• Opening a Document
• New Documents and Word Templates
• Configuring Documents to Print
• Adding Your Name to Microsoft Word
• Adding Values to Document Properties

The Quick Access Toolbar

• Adding Common Commands
• Adding Additional commands with the Customize Dialog Box
• Adding Ribbon Commands or Groups
• Placement

Formatting Microsoft Word Documents

• Selecting Text
• Selecting Fonts
• Working with Fonts
• Working with Lists
• Inserting a Hyperlink in a Document
• Using Styles
• Using Themes
• Using the Ruler
• Setting Margins
• Adding a Table of Contents
• Updating the Table of Contents
• Deleting the Table of Contents
• Footnotes and Endnotes
• Inserting citations and a Bibliography
• Adding an Index
• Inserting a Table of Figures
• Inserting and Updating a Table of Authorities
• Creating an Outline

Editing Documents

• Find
• Find and Replace
• Find and Replace Tips
• Appending Text ta Document
• Using the Clipboard

Review and Collaborating on Documents

• Adding Comments
• Tracking Changes
• Viewing Changes, Additions, and Comments
• Accepting and Rejecting Changes

Comparing and Combining Documents

• Comparing Documents
• Combining Documents

Managing Mailings

• Creating Envelopes and Labels
• Using Mail Merge

Protecting Documents

• Making Word Documents Read Only
• Password Protect Word Documents
• Removing Metadata from Files
• Restrict Formatting and Editing

Finalizing Microsoft Word Documents

• Adding Page Numbers
• Headers and Footers
• Checking Spelling and Grammar

Random Useful Items

• Using Bookmarks
• Adding Watermarks
• Adding Titles to Sections
• Inserting Built-in Fields
• Using the Go to Feature
• Using Macros
• Copy Macros from Document to Document
• Macro Security
• Recording a Macro
• Assigning Shortcut Keys
• Customizing the Ribbon
• Preparing a Document for Internationalization and Accessibility

Creating a Microsoft Excel Workbook

• Creating a Workbook
• Saving a Workbook
• The Status Bar
• Adding and Deleting Worksheets
• Copying and Moving Worksheets
• Changing the Order of Worksheets
• Splitting the Worksheet Window
• Closing a Workbook

The Ribbon

• Tabs
• Groups
• Commands

The Backstage View (The File Menu)

• Introduction to the Backstage View
• Opening a Workbook
• Open a Workbook
• New Workbooks and Excel Templates
• Select, Open and Save a Template Agenda
• Printing Worksheets
• Print a Worksheet
• Adding Your Name to Microsoft Excel
• Adding a Theme to Microsoft Excel

The Quick Access Toolbar

• Adding Common Commands
• Adding Additional Commands with the Customize Dialog Box
• Adding Ribbon Commands or Groups
• Placement
• Customize the Quick Access Toolbar

Entering Data in Microsoft Excel Worksheets

• Entering Text
• Adding and Deleting Cells
• Adding a Hyperlink
• Add WordArt to a Worksheet
• Using AutoComplete
• Entering Text and Using AutoComplete
• Entering Numbers and Dates
• Using the Fill Handle
• Entering Numbers and Dates

Formatting Microsoft Excel Worksheets

• Selecting Ranges of Cells
• Hiding Worksheets
• Adding Color to Worksheet Tabs
• Adding Themes to Workbooks
• Customize a Workbook Using Tab Colors and Themes
• Adding a Watermark
• The Font Group
• Working with Font Group Commands
• The Alignment Group
• Working with Alignment Group Commands
• The Number Group
• Working with Number Group Commands

Using Formulas in Microsoft Excel

• Math Operators and the Order of Operations
• Entering Formulas
• AutoSum (and Other Common Auto-Formulas)

Copying Formulas and Functions

• Relative, Absolute, and Mixed Cell References
• Working with Formulas

Working with Rows and Columns

• Inserting Rows and Columns
• Deleting Rows and Columns
• Transposing Rows and Columns
• Setting Row Height and Column Width
• Hiding and unhiding Rows and Columns
• Freezing Panes
• Working with Rows and Columns

Editing Worksheets

• Find and Replace
• Using Find and Replace
• Using the Clipboard
• Using Format Painter
• Managing Comments
• Using Pivot Tables
• Creating Pivot Tables
• More PivotTable Functionality
• Inserting Slicers
• Multi-Select Option in Slicers
• PivotTable Enhancements
• Working with Pivot Tables
• Inserting Pivot Charts
• More Pivot Table Functionality
• Working with Pivot Tables

Finalizing Microsoft Excel Worksheets

• Setting Margins
• Setting Page Orientation
• Setting the Print Area
• Print Scaling (Fit Sheet on One Page)
• Printing Headings on Each Page/Repeating Headers and Footers
• Headers and Footers
• Preparing to Print

Creating a PowerPoint Presentation

• Starting Microsoft PowerPoint
• Normal View
• Creating a Presentation
• Saving a Document
• Importing a File
• The Status Bar
• Closing a Presentation

The Ribbon

• Introduction to Ribbon
• Tabs
• Groups
• Commands

The Quick Access Toolbar

• Adding Common Commands
• Adding More Commands with the Customize Dialog Box
• Adding Ribbon Commands or Groups
• Placement

The Backstage View (The File Menu)

• Introduction to the Backstage View
• Opening a Presentation
• New Presentations and Presentation Templates
• Presentation Properties
• Adding Your Name to Microsoft PowerPoint

Formatting Microsoft PowerPoint Presentations

• Selecting a Slide Layout
• Adding Text
• Adding Text from a Text File or Word Outline
• Editing Text
• Formatting Text
• Formatting Text as WordArt
• Creating Bulleted and Numbered Lists
• Ink Equation
• Formatting Text Placeholders
• Adding Slides to a Presentations
• Arranging Slides

Working with Images

• Adding Images to a Slide
• Inserting a Picture
• Inserting Icons
• Inserting Clip Art
• Capturing and Inserting a Screenshot
• Editing an Image
• Formatting Images
• Creating Custom Color with the Eyedropper
• Applying a Style and Cropping an Image
• Arranging Images
• Adding Shapes
• Using Digital Ink
• Creating a Photo Album
• Adding Captions
• Applying a Theme to Your Album
• Customizing an Album
• Inserting Sounds and Video
• Editing Media Clips

Working with Tables and Charts

• Inserting a Table
• Formatting Tables
• Importing Tables from External Sources
• Inserting a Chart
• Formatting a Chart
• Importing Charts from External Sources

Customizing Presentations

• Applying a Theme
• Applying a Background Style
• Adding a Footer
• Arranging and Printing Sections

Presentation Masters

• Working with the Slide Master
• Formatting Slide Masters and Layouts
• Adding a Watermark to Your Presentation
• Adding Slide numbers Using the Slide Master
• Preserving a Slide Master
• Modifying the Handout Master
• Adding a Header and Footer to Notes and Handouts

Working with Special Effects

• Animating Text and Objects
• Motion Paths
• Working with the Animation Painter
• Setting Animation Timing
• Animating a Chart

Using SmartArt

• Inserting SmartArt Graphics
• Modifying SmartArt Graphics
• Resizing/Repositioning a SmartArt Object
• Formatting Text in a SmartArt Object
• Adding Shapes to a SmartArt Object
• Ungrouping SmartArt Objects

Setting Up the Slide Show

• Set up a custom Slide show.
• Create a hyperlink.
• Add an action button.
• Jump to another Presentation.
• Rehearse the timing of your Presentation.
• Navigate within a slide show.
• Annotate a Presentation.
• Create a presenter-independent slide show.
• Set up a slide show to repeat automatically.

Outlines and Slides

• Exporting Notes and Handouts to Word
• Exporting an Outline to Word
• Saving a Presentation as an Outline
• Saving a Slide as a Graphic

Managing Multiple Presentations

• Merging Multiple Presentations
• Reusing Slides from Other Presentations
• Viewing Multiple Presentations
• Tracking Changes in PowerPoint

Sharing and Securing and Presentation

• Sharing a Presentation with Remote Audience
• Embedding the Fonts in a Presentation
• Inspecting the Presentation
• Using Comments
• Packaging a Presentation for CD
• Using the PowerPoint Viewer
• Encrypting a Presentation
• Adding a Digital Signature
• Marking a Presentation as Final
• Sending a Presentation in PDF Format
• Compressing Pictures

Ai INTEGRATION IN WORD

• Introduction to AI in Word
  • Understanding AI and its applications
  • Overview of AI tools available in Word
  • Installing necessary add-ins and tools
  • Setting up Microsoft Word for AI integration
• Drafting with Copilot in Word
  • Using Copilot to generate drafts
  • Providing prompts for content creation
  • Incorporating existing files as inputs
  • Refining and modifying Copilot’s suggestions
• Transforming Content with Copilot
  • Enhancing existing content
  • Rewriting and editing with Copilot
  • Creating tables and improving document structure
• Summarizing and Understanding with Copilot
  • Generating summaries using Copilot
  • Extracting key insights from documents
  • Leveraging Copilot for better comprehension

Ai INTEGRATION IN EXCEL

• Introduction to AI in Excel
  • Overview of AI tools available in Excel
  • Installing necessary add-ins and tools
  • Setting up Microsoft Excel for AI integration
  • Basic data analysis with AI
  • Using AI tools for data cleaning and preprocessing
• Advanced AI Tools and Techniques
  • AI for Data Visualization
  • Automating Tasks with AI
• Introduction to Microsoft Copilot in Excel
  • Overview of Microsoft Copilot
  • Setting up Copilot in Excel
  • Copilot Features and Tools: Data analysis tools, Automation features
  • Data Analysis with Copilot: Advanced data analysis tools, Using Copilot for statistical
• analysis
  • Automation and Macros: Automating repetitive tasks, Creating and using macros
• Introduction to ChatGPT and Excel Integration
  • Overview of ChatGPT and its capabilities
  • Setting Up ChatGPT in Excel
  • Basic Integration Techniques: Using ChatGPT for basic data queries and responses,
• Simple automation with ChatGPT
  • Using ChatGPT for data cleaning and preprocessing
  • Data Analysis with ChatGPT
  • Automating Excel Tasks with ChatGPT
  • ChatGPT for Data Visualization
  • Using ChatGPT with Power Query for data transformation

Ai INTEGRATION IN POWERPOINT

• Introduction to AI in PowerPoint
  • Overview of AI tools available in PowerPoint
  • Installing necessary add-ins and tools
  • Setting up Microsoft PowerPoint for AI integration
• Creating Engaging Presentations with AI
  • Enhancing slide design using AI ( like Copilot Designer)
  • Using AI for better data visualization
  • Incorporating intelligent content suggestions
  • Leveraging AI for impactful storytelling
• Interactive Conversations with ChatGPT
  • Integrating ChatGPT into PowerPoint
  • Using ChatGPT for interactive Q&A sessions
  • Creating dynamic presentations with Interactive responses
• Data-Driven Slides
  • Using AI to generate charts, graphs, and infographics
  • Automating data updates in slides
  • Enhancing data-driven storytelling
• Advanced AI Techniques
  • Customizing PowerPoint templates with AI
  • Exploring AI-powered animations and transitions
  • Leveraging AI for slide layout optimization

• Working With Formulas/Functions
  • Lookup and Reference Functions: VLOOKUP, HLOOKUP, INDEX, ADDRESS, MATCH,
• OFFSET, TRANSPOSE etc.
  • Logical Functions: IF / ELSE, AND, OR, NOT, TRUE, NESTED IF/ELSE etc.
  • Database Functions: DGET, DMAX, DMIN, DPRODUCT, DSTDEV, DSTDEVP, DSUM, DVAR,
• DVARP etc.
  • Date and Time Functions: DATE, DATEVALUE, DAY, DAY360, SECOND, MINUTES,
• HOURS, NOW, TODAY, MONTH, YEAR, YEARFRAC, TIME, WEEKDAY, WORKDAY etc.
  • Information Functions: CELL, ERROR.TYPE, INFO, ISBLANK, ISERR, ISERROR, ISEVEN,
• ISLOGICAL, ISNA, ISNONTEXT, ISNUMBER, ISREF, ISTEXT, TYPE etc.
  • Math and Trigonometry Functions: RAND, ROUND, CEILING, FLOOR, INT, LCM, MOD,
• SUMIF, SUMIFS etc.
  • Statistical Functions: AVERAGE, AVERAGEIF, AVERAGEIFS, COUNT, COUNTA,
• COUNTBLANK, COUNTIF, MAX, MAXA, MIN, MINA, etc.
  • Text Functions: LEFT, RIGHT, TEXT, TRIM, MID, LOWER, UPPER, PROPER, REPLACE,
• REPT, FIND, SEARCH, SUBSTITUTE, TRIM, TRUNC, CONVERT, CONCATENATE etc.
  • Financial Functions: PMT, PPMT, RATE etc.
• Conditional Formatting
  • Using Conditional Formatting
  • Using Conditional Formatting with Multiple Cell Rules
  • Using Color Scales and Icon Sets in Conditional Formatting
  • Creating New Rules and Managing Existing Rules
• Data Sorting and Filtering
  • Using Filters to Sort Data
  • Custom Sorting
  • Advance Filtering Options
• Charts
  • Bar Chart
  • Line or Area Chart
  • Pie or Doughnut Chart
  • Hierarchy Chart – Tree map, Sunburst
  • Scatter or Bubble Chart
  • Statistic Chart – Histogram, Box & Whisker
  • Waterfall or Stock Chart
  • Combo Chart
• Auditing
  • Show Formulas
  • Trace Precedents & Dependents
  • Remove Arrows
  • Evaluate Formula
• Pivot Tables
  • Creating Pivot Tables
  • Using Pivot Table Options
  • Changing and Updating Data Range
  • Formatting Pivot Table and Making Dynamic Pivot Tables
• Pivot Charts
  • Creating Pivot Charts
  • Types of Pivot Charts and Their Usage
  • Formatting Pivot Charts and Making Dynamic Pivot Charts
• Working with Data
  • Text to Columns
  • Data Validation
  • Remove Duplicates
  • Consolidate
  • Outlining & Grouping
  • Subtotal
• What-If Analysis
  • Scenario Manager
  • Goal Seek
  • Data Table
• Exporting and Importing
  • Exporting data from Web
  • Exporting data from other sources
  • Working with queries
  • Get & Transform
  • Loading & Editing queries
• Reviewing a Workbook/Worksheet
  • Protecting and Sharing a Workbook/Worksheet
  • Locking and Editing Cells
  • Proofing
  • Insights
  • Comments
• VBA Macro
  • Introduction to VBA Macro
  • Recording Macro & Understanding Code Behind
  • Editing, Writing VBA Code and Saving as Macro
  • Knowing Forms & Properties

• Basic Accounting Concepts
• Basic Terms and Rules of Accounting
• Method of Accounting
• Type of Accounting
• Rule of Accounting
• Prepare Primary Books (Journal)
• Ledger Posting
• Income Statement & Financial Accounting (Balance Sheet)
• Adjustment Entries.

• Introduction to Tally Prime
  • Features of Tally Prime
  • Downloading and Installation of Tally Prime
  • Types of Licenses in Tally Prime
  • Activate New License
  • Reactivate License in Tally Prime
  • Use License from Network in A Multiuser Environment
• Working Tally Prime in Educational Mode
  • Company Creation and Setting Up Company Features in Tally Prime
  • Getting Started with Tally Prime
  • Navigating from Anywhere to Anywhere in Tally Prime
  • F12 Configuration in Tally Prime
  • Alter Company Details
  • Shut the Company
• Maintaining Chart of Accounts
  • Introduction to Chart of Accounts
  • Creation, Alteration & Deletion of Masters in Tally Prime (Both Accounting & Inventory)
  • Multi-Masters Creation and Display.
• Recording and Maintaining Accounting Transactions
  • Recording Transactions in Tally
  • Accounting Vouchers in Tally Prime.
  • Recording Accounting Vouchers in Tally Prime (Receipt, Payment, Contra, Journal,
• Purchase, Sales, Debit Note and Credit Note).
• Banking
  • Banking Payments
  • Cheque Printing (Both Single & Multiple Cheque Printing)
  • Deposit Slip (Cheque/Cash)
  • Payment Advice
  • Bank Reconciliation (Auto/Manual)
• Generating Financial Statements and MIS Reports
  • Final Accounts Reports in Tally Prime (Introduction)
  • Generating Financial Reports in Tally Prime. (Trial Balance, Profit and Loss Account,
• Balance Sheet, Cash Flow & Fund, Flow Analysis Report, Receipts and Payments)
  • MIS Reports in Tally (Stock Summary Analysis, Daybook, Cash and Bank Book, Purchase
• Register, Sales Register, Journal Register)
• Data Security
  • Introduction
  • Security Control
  • Activation of Security Control
  • Creation of Security Levels (User Roles)
  • Creation of Users and Passwords for Company
  • Accessing the Company Using Security Levels
  • Auto Login
  • Tally Vault
• Company Data Management
  • Backup & Restoring of Company Data
  • Company Data Repair
  • Migration of Tally. ERP 9 Company Data to Tally Prime
• Storage and Classification of Inventory
  • Introduction to Supply Chain
  • Types of Suppliers
  • Inventory Management
  • Terms Used in Inventory Management (Theory Part)
  • Inventory Masters in Tally Prime
  • Creation of Inventory Masters in Tally Prime
  • Tracking of Movements of Goods in Batches/Lots
  • Activation of Batches/Lots for Stock Items
  • Allocation of Batch/Lots Details in Purchase Invoice.
  • Selling of Stock Items from Batch/Lots.
  • Identifying the Expired Batch in Sales Invoice.
  • Returning of Expired Batch Stock Items.
  • Batch Reports
  • Price Levels and Price Lists.
• Accounts Receivable and Payable Management
  • Accounts Payable and Receivable
  • Maintain Bill-Wise Entry
  • Activation of Bill-Wise Entry
  • Specifying of Credit Limit for Parties (For Individual & Multiple Ledger)
  • Sales Voucher Restriction Based on Credit Limit.
  • Splitting of Credit Sale into Multiple Bills
  • Payment Performance of Debtors
  • Bills Payable and Receivable Reports in Tally Prime
• Purchase and Sales Order Management
  • Purchase Order Processing
  • Sales Order Processing
  • Outstanding Oreder Processing
  • Reorder Level Management
  • Godown Transfer in Tally Prime
  • Tracking Additional Costs of Purchase
  • Configuration of Additional Cost of Purchases in Tally Prime
  • Cost/Profit Centers Management
  • Cost Centre and Cost Categories
  • Allocation of Expenses to Multiple Cost Centers and Cost Categories.
  • Cost Centre Reports
• Budgets and Scenarios
  • Introduction
  • Creation of Budget
  • Recording Transactions
  • Display Budget and Variance Report for Group Budget.
  • Scenario Management
• Generating & Printing Reports
  • Introduction to Reporting Information.
  • On the Fly Reporting
  • Inventory Report (Stock Summary, Godown Wise Stock Availability, Moving Analysis,
• Stock Query)
  • Financial Report (Profit/Loss Account and Balance Sheet)
  • Books and Reports (Purchase & Sales Register)
  • Printing of Invoice and Report.
• Goods and Service Tax
  • Introduction To GST
  • E-Way Bill
  • GST E-Invoicing
  • GST In Tally Prime
  • Hierarchy Of Calculating Tax in Transactions
  • E-Way Bill Report In Tally
  • Input Tax Credit Set Off Against Liability
  • GST Tax Payment
  • Generating GST Returns for Regular Dealer in Tally
  • Generating E-Invoice in Tally Prime
  • Quarterly Return Monthly Payment Scheme
  • Composition Dealer Under GST Regime
• Tax Deducted at Source (TDS)
  • Introduction
  • Configuration of TDS at different levels
  • Recording TDS compliant transactions In Tally Prime
  • TDS Exceptions
  • TDS Payment to Department
  • TDS Report
  • Management of Business Data
  • Export And Import of Data
• Open Database Connectivity (ODBC)
• Printing Of Company Logo on Vouchers, Invoices & Reports.
• Moving to the Next Financial Year
  • Changing Current Period and Continue Voucher Entry in The Same Company Data
  • Company Data Handling Through Export and Import of Data
  • Split Company Data
  • Create A New Company and Maintain Books of Accounts for The New Financial Year
  • Creating Group Company Data
  • Comparative Final Accounts Reports of Two Companies.

• Getting Started
  • Welcome
  • How Zoho Books Works
  • Access Zoho Books
  • Navigating Zoho Books
  • Keyboard Shortcuts
• Personalize
  • Overview – Personalize
  • Update Your Email Address
  • Change Password
  • Change Theme
  • Add/Remove Your Logo
  • Delete Organization
  • Delete Account
  • More Actions
  • Quick Create
  • Change Organization Name
  • Add Organization
  • Switch Between Organizations
  • Change Default Organization
  • Notifications and Announcements
  • Product Updates
• Dashboard
  • Overview Dash board
• Settings
  • Settings – Overview
  • Organization Profile
  • Opening Balances
  • Users & Roles
  • Preferences
  • Taxes
  • Templates
  • SMS Notifications
  • Emails
  • Reminders
  • Reporting Tags
  • Automation
  • Integrations
  • Data Backup
  • Domain Mapping
  • Privacy and Security
  • Connections
  • Incoming Web hooks
  • Signals
• Documents
• Document Overview
• Branches
  • Overview – Branches
  • Basic Functions in Branches
  • Track Branch Transactions
  • Other Actions for Branches
• Customers & Vendors
  • Introduction – Customers & Vendors
  • Record Transactions for Customers/Vendors
  • Customer Information in Transactions
  • Opening Balance for Customers/Vendors
  • Link Customer and Vendor
  • Customer Credit Limit
  • Other Actions for Customers/Vendors
  • Customers/Vendors Preferences
• Items
  • Introduction – Items
  • Inventory Adjustments
  • Price Lists
  • Other Actions for Items
  • Reports for Items
  • Zoho Inventory Add-on
  • Item Preferences
• Banking
  • Overview – Banking
  • Add Accounts
  • Add Transactions
  • Bank Feeds
  • Match & Categorize Transactions
  • Transaction Rules
  • Reconciliation
  • Other Actions
• Quotes (Formerly Estimates)
  • Introduction – Quotes
  • Customize Quote
  • Convert to Sales Order
  • Convert to Invoice
  • Create Retainers
  • Other Actions for Quote
  • Quote Preferences
• Delivery Challans
  • Overview – Delivery Challans
  • Basic Functions in Delivery Challans
  • Functions in Delivery Challans
  • Manage Delivery Challans
  • Other Actions for Delivery Challans
  • Delivery Challan Preferences
• Retainer Invoices
  • Overview – Retainer Invoice
  • Basic Functions in Retainer Invoice
  • Functions in Retainer Invoice
  • Manage Retainer Invoice
  • Other Actions in Retainer Invoice
  • Retainer Invoice Preferences
• Sales Order
  • Introduction – Sales Order
  • Convert to Invoice
  • Convert to Purchase Order
  • Delete Sales Order
  • Other Actions for Sales Order
  • Sales Order Preferences
• Invoices
  • Introduction – Invoices
  • Record Payment for Invoice
  • Bill of Supply
  • Payments Received
  • Delete Invoice
  • Invoice Preferences
  • Other Actions for Invoice
  • Troubleshooting
• Payments Received
  • Overview – Payments Received
  • Basic Functions in Payments Received
  • Functions in Payments Received
  • Manage Payments Received
  • Other Actions for Payments Received
  • Payments Received Preferences
• Recurring Invoices
  • Overview – Recurring Invoices
  • Create & Send Recurring Invoice
  • Receiving Payments
  • Recurring Invoice Workflow
  • Manage Recurring Invoices
  • Other Actions for Recurring Invoice
  • Recurring Invoice Preferences
• Credit Notes
  • Introduction – Credit Note
  • Apply Credits to Invoice
  • Refund Credits
  • Delete Credit Note
  • Other Actions for Credit Note
  • Credit Note Preferences
• Expenses
  • Overview – Expenses
  • Basic Functions in Expenses
  • Manage Expenses
  • Mileage Expenses
  • Other Actions for Expenses
  • Expense Preferences
• Purchase Order
  • Overview – Purchase Orders
  • Basic Functions in Purchase Orders
  • Functions in Purchase Orders
  • Manage Purchase Orders
  • Other Actions in Purchase Orders
  • Purchase Order Preferences
• Bills
  • Overview – Bills
  • Basic Functions in Bills
  • Functions in Bills
  • Manage Bills
  • Other Actions for Bills
  • Bill Preferences
• Cheque
  • Print Checks in Zoho Books
• Payments Made
  • Overview – Payments Made
  • Basic Functions in Payments Made
  • Functions in Payments Made
  • Manage Payments Made
  • Other Actions for Payments Made
  • Payments Made Preferences
• Vendor Credits
  • Overview – Vendor Credits
  • Basic Functions in Vendor Credits
  • Functions in Vendor Credits
  • Manage Vendor Credits
  • Other Actions for Vendor Credits
  • Vendor Credit Preferences
• Transaction Approval
  • Transaction Approval – Overview
  • Enable Transaction Approval
  • Notification Preferences
  • Transaction Approval Workflow
  • Users and Roles
  • Manage Approvals
• Accountant
  • Overview – Accountant
  • Manual Journals
  • Journal Templates
  • Budgets
  • Bulk Update
  • Recurring Journals
  • Base Currency Adjustment
  • Sub Accounts
  • Chart of Accounts
  • Transaction Locking
  • Accountant Preferences
  • Manage Clients
• Other Inventory Features
  • Overview – Accountant
• Import & Export
  • Overview
  • Importing Data
  • Exporting Data
  • Backup Your Data

• TAXATION – INTRODUCTION
  • Basic Concepts of Tax
  • Introduction to income Tax
  • Residential Status and Taxability
  • Incomes which do not form part of Total income
  • Income from Salaries
  • Income from house property
  • Income from other sources
  • Income of Other Persons Included in Assessee’s Total Income
  • Deductions from Gross Total Income
  • Advance Tax, TDS and TCS
  • Filing Returns of Income and Self-Assessment
• GST REGISTRATION & FILING
  • TRN Generation
  • GST Registration
  • NIL Return Filing
  • GSTR 1 Filing
  • GST Return Filing
  • GST Composition Return Filing
  • E-Way Bill
• INCOME TAX REGISTRATION & FILING
  • E-PAN
  • ITR Registration
  • ITR 1 Filing
  • Computation of TDS
• LABOUR LAW
  • EPFO/ESIC Signup
  • EPFO Registration
  • ESIC Registration
  • LIN Registration
• MSME
  • Udyog Aadhar
• MCA
  • MCA Business User Registration
  • Name application of Company
  • Application of DIN
  • DIR-3- KYC
  • DIR-3 – web
  • Appointment of Directors
  • Changing designations of Directors
  • Cessation of Directors
• FINANCIAL ACCOUNTING
  • Journal Entry
  • Bank Reconciliation Statements
  • Financial Statements
  • Cash Flow Statement

✓ The Power Bi Desktop

• Introduction to power BI
• Power BI architecture
• Installing Power BI Desktop
• Exploring the Power BI Desktop Interface
• Utilizing File Types; PBIX Vs PBIT
• Examining Data Sources
• Discussing Data Refresh
• Understanding Data Types

✓ Getting Report in Power Bi Desktop

• Basic Report Design: Data Sources & Visual Types, Canvas, Visualizations and Fields, Get Data and Memory Tables, In-Memory x velocity Database, Table and Tree Map Visuals, Format Button and Data Labels, Legend, Category and Grid, PBIX and PBIT File Formats, Visual Interaction, Data Points, Disabling Visual Interactions, Edit Interactions – Format Options, SPOTLIGHT & FOCUSMODE, CSV and PDF Exports, Power BI Eco System, Architecture
• Visual Sync, Grouping: Slicer Visual: Real-time Usage, Orientation, Selection Properties, Single & Multi Select, CTRL Options, Slicer, Slicer List and Slicer Dropdowns, Visual Sync Limitations with Slicer, Disabling Slicers, Clear Selections, Grouping: Real-time Use, List Grouping and Binning Options, Grouping Static / Fixed Data Values, Grouping Dynamic / Changing Data, Bin Size and Bin Limits (Max, Min), Bin Count and Grouping Options, Grouping Binned Data, Classification
• Hierarchies, Filters: Creating Hierarchies in Power BI, Independent Drill-Down Options, Dependent Drill-Down Options, Conditional Drilldowns, Data Points, Drill Up Buttons and Operations, Expand & Show Next Level Options, Dynamic Data Drills Limitations, Show Data and See Records, Filters, Visual Filter, Page Filter, Report Filter, Basic, Advanced and TOP N Filters, Category and Summary Level Filters, Drill Thru Filters, Drill Thru Reports, Keep All Filters” Options in Drill Thru, CrossReport Filters, Include, Exclude

✓ Graphs & Visualization

• Visualization Properties: Stacked Charts and Clustered Charts, Line Charts, Area Charts, Bar Charts, 100% Stacked Bar & Column Charts, Map Visuals, Cards, Funnel, Table, Matrix, Scatter Charts, Series Clusters & Selections, Waterfall Chart and ArcGIS Maps, Infographics, Icons and Labels, Color Saturation, Sentiment Colors, Column Series, Column Axis in Lines, Join Types (Round, Bevel, Miter), Shapes, Markers, Axis, Plot Area, Display Units, DataColors, Shapes Series, Custom Series and Legends.

✓ Interactive Dashboards

• Stacked Charts and Clustered Charts
• Line Charts, Area Charts, Bar Charts
• Map Visuals: Tree, Filled, Bubble
• Cards, Funnel, Table, Matrix
• Scatter Chart: Play Axis, Labels
• Series Clusters & Selections
• Waterfall Chart and ArcGIS Maps
• Infographics, Icons and Labels
• Color Saturation, Sentiment Colors
• Column Series, Column Axis in Lines
• Join Types: Round, Bevel, Miter
• Shapes, Markers, Axis, Plot Area
• Display Units, DataColors, Shapes
• Series, Custom Series and Legends

✓ Dax Formulas

• DAX Functions (Level 1): Importance in Real-time, Real-world usage of Excel, DAX, DAX Architecture, Entity Sets, DAX Data Types, Syntax Rules, Measures and Calculations, ROW Context and Filter Context, DAX Operators, Special Characters, DAX Functions, Types in Real-time, Vertipaq Engine, DAX Cheat Sheet, Creating, Using Measures with DAX, Creating, Using Columns with DAX, Quick Measures and Summaries, Validation Errors, Runtime Errors, SUM, AVERAGEX, KEEPFILTERS, Dynamic Expressions, IF in DAX
• DAX Functions (Level 2): Data Modeling Options in DAX, Detecting Relations for DAX, Using Calculated Columns in DAX, Using Aggregated Measures in DAX, Working with Facts & Measures, Modeling (Missing Relations, Relation Management) , CALCULATE Function Conditions, CALCULATE & ALL Member Scope, RELATED & COUNTROWS in DAX, Entity Sets and Slicing in DAX, Dynamic Expressions, RETURN, Date, Time and Text Functions, Logical, Mathematical Functions, Running Total & EARLIER Function.
• DAX FUNCTIONS (Level 3): 1:1, 1:M and M:1 Relations, Connection with CSV, MS Access, AVERAGEX and AVERAGE in DAX, KEEPFILTERS and CALCUALTE, COUNTROWS, RELATED, DIVIDE, PARALLELPERIOD, DATEDADD, CALCULATE & PREVIOUSMONTH, USERELATIONSHIP, DAX Variables, TOTALYTD, TOTALQTD, DIVIDE, CALCULATE, Conditions, IF .. ELSE..THEN Statement, SELECTEDVALUE, FORMAT, SUM, DATEDIFF Examples in DAX, TODAY, DATE, DAY with DAX, Time Intelligence Functions – DAX.

✓ Power BI Query Editor

• Power Query (Level 1): Power Query M Language Purpose, Power Query Architecture and ETL, Data Types, Literals and Values, Power Query Transformation Types, Table & Column Transformations, Text & Number Transformations, Date, Time and Structured Data, List, Record and Table Structures, let, source, in statements @ M Lang, Power Query Functions, Parameters, Invoke Functions, Execution Results, Get Data, Table Creations and Edit, Merge and Append Transformations, Join Kinds, Advanced Editor, Apply, ETL Operations with Power Query
• Power Query (Level 2): Query Duplicate, Query Reference, Group By and Advanced Options, Aggregations with Power Query, Transpose, Header Row Promotion, Reverse Rows and Row Count, Data Type Changes & Detection, Replace Columns, Replace Nulls, PIVOT, UNPIVOT Transformations, Move and Split Column, Extract, Format and Numbers, Date & Time Transformations, Deriving Year, Quarter, Month, Day, Add Column- Query Expressions, Query Step Inserts and Step Edits
• Power Query (Level 3): Creating Parameters in Power Query, Parameter Data Types, Default Lists, Static/Dynamic Lists For Parameters, Removing Columns and Duplicates, Convert Tables to List Queries, Linking Parameters to Queries, Testing Parameters and PBI Canvas, Multi-Valued Parameter Lists, Creating Lists in Power Query, Converting Lists to Table Data, Advanced Edits and Parameters, Data Type Conversions, Expressions, Columns from Examples and Indexes, Conditional Columns and Expressions.

✓ Other Data Sources

• Import and Upload Options in Excel
• Excel Workbooks and Dashboards
• Datasets in Excel and Dashboards
• Using Excel Analyzer in Power BI
• Using Excel Publisher in PBI Cloud
• Excel Workbooks, PINS in Power BI
• Excel ODC Connections, Power Pivot
• Row Level Security (RLS) with DAX
• Need for RLS in Power BI Cloud
• Data Modeling in Power BI Desktop
• DAX Roles Creation and Testing
• Adding Power BI Users to Roles
• Custom Visualizations in Cloud
• Histogram, Gantt Chart, Infographics

✓ Power BI Cloud, Service & Mobile

• Power BI (Cloud – 1): Power BI Service Architecture, Power BI Cloud Components and Use, App Workspaces, Reports & Related Datasets Cloud, Creating New Reports in Cloud, Report Publishing and Uploading, Dashboards Creation and Usage, Adding Tiles to Dashboards, Pining Visuals and Report Pages, Visual Pin Actions in Dashboards, LIVE Page Interaction in Dashboard, Adding Media-Images, Custom Links, API Data Sources, Streaming Data, Streaming Dataset Tiles (REST API)
• Power BI (Cloud – 2): Dashboards Actions, Report Actions, Dataset Actions- Create Report, Share, Metrics and Exports, Mobile View & Dashboard Themes, Export, Subscribe, Favorite, Insights, Embed Code, Featured Dashboards and Refresh, Gateways Configuration, PBI Service, Gateway Types, Cloud Connections, Gateway Clusters, Add Data Sources, Data Refresh – Manual, Automatic, PBIEngw Service, ODG Logs, Audits, DataFlows, Power Query Expressions, Adding Entities and JSON Files.
• Dashboard Development: Creating Dashboards, Pin Visuals and Pin LIVE Report Pages to Dashboard, Advantages of Dashboards, Interacting with Dashboards, Adding Tiles to Dashboards, Web Content, Image, Text Box, Video, Formatting Dashboard, Sharing Dashboard.
• Data Gateways: Introduction to Data Gateways, How Data Gateways work, connect to an on-premise Data Source by using a Data Gateway, Download Data Gateway, installing a Data Gateway, Types of Gateways, Manage Data Gateway, Add and Remove Administrators, Add Data Source, Add or Remove Users to a Data Source, Refresh on Premise Data, Configuring Automatic Refresh using Schedules.
• Collaboration in Power BI using App Workspace: Introduction to App Workspaces, Create an App Workspace, Add Members to App Workspace to Collaborate, App Workspace Access, Admin, Member and Contributor.
• Sharing Power BI Content using Apps and Content Packs: Introduction to App, Publish an App, update a Published App, Manage Content in App, Include in App, Exclude in App, Sharing App, Entire Organization, Specific individuals or group, Un publishing an App, Content Pack Introduction, Create Content Pack, Sharing Content Packs, Specific Groups, My Entire