Transferable skills · Haufe Akademie

Datenanalyse und Finance Reporting mit KI

Analyse monthly financial series, extract PDF tables, compare base/optimistic/pessimistic forecasts and report sentiment; then combine spreadsheet/PDF sources into a KPI dashboard, generated commentary and stakeholder report, present group work and plan transfer.

View course at provider ↗See current provider access terms

Taught work

What this training covers

  • Analyse monthly financial series, extract PDF tables, compare base/optimistic/pessimistic forecasts and report sentiment
  • Then combine spreadsheet/PDF sources into a KPI dashboard, generated commentary and stakeholder report, present group work and plan transfer.

Source observed 2026-10-11

How you practice

  • Prepared financial micro-cases, two-day dashboard project, group work and result presentation
  • Grading unverified.

Source observed 2026-10-11

01See the taught method
02Try an appropriate task
03Review the result
A way to evaluate learning. Confirm which activities and feedback this provider includes.

Fit & requirements

Nonprofit task fit — editorial interpretation

  • NGO financial management reporting
  • Commercial profit KPIs need adaptation
  • Forecast component overlaps41402, dashboard assembly is different whole outcome.

Source observed 2026-10-11

Prerequisites

  • No programming required

Source observed 2026-10-11

Audience and scope

  • Corporate finance KPIs require nonprofit adaptation
  • Model names and advanced features are provider curriculum claims, not independently checked vendor entitlement.

Source observed 2026-10-11

Plan your learning

Learning cost

EUR 1490 net/1773.10 gross seat

Price source observed 2026-10-11

Delivery

  • 2 days in-person41406/online 41408 same family

Source observed 2026-10-11

Time commitment

  • 2 days in-person41406/online 41408 same family

Source observed 2026-10-11

Access & dates

  • Advertised public route
  • Seats/enrollment not verified

Source observed 2026-10-11

See current provider access terms

Software & other costs

  • Software: Paid Claude Pro/Max strongly recommended
  • Participation without account allowed
  • Not included

Source observed 2026-10-11

Certificate & completion

  • Open Badge after successful completion

Source observed 2026-10-11

Instruction language

Confirm the instruction language with the provider.

Sources & current terms

Descriptions are based on public provider information. Exercise and certificate claims describe the provider’s terms; they are not firsthand course reviews.