MPM_MAT2 Data Analysis and Visualization in Finance and Accounting

Faculty of Economics and Administration
Autumn 2025
Extent and Intensity
0/2/0. 5 credit(s). Type of Completion: k (colloquium).
In-person direct teaching
Teacher(s)
Mgr. Bc. Martin Chvátal, Ph.D. (seminar tutor)
Guaranteed by
Mgr. Bc. Martin Chvátal, Ph.D.
Division of Applied Mathematics and Computer Science – Faculty of Economics and Administration
Contact Person: Lenka Hráčková
Supplier department: Division of Applied Mathematics and Computer Science – Faculty of Economics and Administration
Prerequisites
Basic understanding of financial concepts and accounting to comprehend the modeled data. Ability to approach data analytically and interpret results.
Course Enrolment Limitations
The course is also offered to the students of the fields other than those the course is directly associated with.
fields of study / plans the course is directly associated with
Course objectives
1. Enable students to independently process and model financial data using Power BI. 2. Develop the ability to analyze and visualize key financial metrics and results. 3. Strengthen students' competence in data storytelling and presenting insights to management.
Learning outcomes
Upon completing the course, the student will be able to: 1. Work independently in the Power BI environment and navigate its core functionalities. 2. Clean, transform, and model financial data from various sources. 3. Build effective data models using dimensions, relationships, and hierarchies. 4. Use DAX to create calculated columns and measures, including time-based analytics. 5. Design and implement clear and interactive visualizations of financial indicators. 6. Interpret data analysis results in a financial context. 7. Develop a comprehensive dashboard for financial data reporting. 8. Apply principles of data storytelling when presenting results to management. 9. Critically evaluate the quality of visualizations and data interpretations. 10. Apply acquired skills to real-world financial and controlling scenarios.
Syllabus
1. Introduction to Power BI and Basic Principles of BI Tools 2. Data Modeling I: Relationships, Tables, and Basic Transformations 3. Data Modeling II: Calculated Fields, Hierarchies, and Roles 4. Introduction to DAX I: Metrics for Financial Modeling 5. Introduction to DAX II: Time-Based Analysis 6. Data Visualization I: Working with Charts and Cards 7. Data Visualization II: Interactivity and Filtering 8. Financial Dashboard: Building a Comprehensive Report 9. Data Storytelling I: Principles of Visual Narratives 10. Data Storytelling II: Presenting and Interpreting Results 11. Student presentations 12. Student presentations
Literature
    recommended literature
  • Data Analytics for Accounting
  • Financial Modelling in Power BI
Teaching methods
Training includes obligatory seminars in the computer hall.
Assessment methods
The course is completed with a colloquium. The final grade is based on the final project and its presentation during the exercises.
Language of instruction
Czech
Study support
https://is.muni.cz/auth/el/econ/podzim2025/MPM_MAT2/index.qwarp
Further Comments
The course is taught annually.
The course is taught every week.
The course is also listed under the following terms Autumn 2016, Autumn 2017, Autumn 2018, Autumn 2019, Autumn 2020, Autumn 2021, Autumn 2022, Autumn 2023, Autumn 2024.
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