Course description
Microsoft Excel, the spreadsheet component of the Microsoft Office suite, may already be a familiar and frequently-used program within your company. Although the grid structure lends itself well to organizing cells of data, you can put Excel to work harder for you for your business reports. Excel doesn’t just store cells of financial data – it can filter and transform them into visual diagrams and even save you time in document setup and design.
With a little creativity and by tapping into some of Excel's advanced tools, you can turn your spreadsheets into databases for customer data, employee scheduling worksheets, basic financial records and even a comprehensive tool for recording sales and projecting future income for business planning..
Upcoming start dates
Upcoming start dates
Suitability - Who should attend?
This Advanced Business and Financial Reporting using ExcelCourse is ideal for:
- General business professionals, professionals using Excel in the day-to-day business, project managers, business managers, research professionals, financial controllers, accounting managers, financial directors, senior accountants, financial analysts and general ledger and staff from any function who need to learn and apply state-of-the-art reporting techniques to their daily business reporting, reconciliations, and analysis.
- Anyone who uses Excel on a regular basis, such as finance teams and people working in the investment banking and fund management industries.
Outcome / Qualification etc.
By the end of the Advanced Business and Financial Reporting using Excel Course, participants will be able to:
- Advance learners Excel skills to new heights of business reporting expertise.
- Plan efficient business reporting and reconciliation models.
- Design, prepare, and email business and accounting reports in minutes.
- Develop dynamic business dashboards and scorecards to assist professionals in measuring performance and enhance decision-making.
- Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle, and other databases.
- Use macros to speed-up their routine and repetitive tasks.
- Advance their Excel skills to new heights of business reporting expertise.
Training Course Content
Day 1
The Advanced Tools
- Dynamic Consolidation and Multiple Consolidation Ranges.
- Data Validation.
- Multiple Scenario Manager.
- Pivot Tables - Advanced.
- List, Check, Option, and Spinner Data Modelling.
- Advanced Formulas Techniques.
- Data Tables.
Day 2
Dynamic Data Consolidating
- How a Model Should Work.
- Designing the Input, Process, and Output.
- Developing a Forecasted Financial Statement.
- Developing Financial Statements Using the GL.
- Prepare Vendor and Customer Analysis Reports.
- Build Automated Budgeting and Business Models.
- Two-Dimensional Data Tables
Day 3
Dashboarding and Scorecards
- The Ultimate Business Reporting Tool.
- Creating your Flash Management.
- Updating your Dashboard in One Click.
- Using Dynamic Labelling and Dynamic Graphing.
- Designing and Building Scorecards.
Day 4
Advanced Report Development
- Working with External Data Sources.
- Connecting to Text and Importing from Delimited Files.
- Managing External Data Sources.
- Connecting to Access Database.
- Connecting with SQL Databases.
- Connecting to Web Data Sources.
- Creating a Data Source for Online Analytical Processing - OLAP
- Building Report Solutions
Day 5
Macro-Charged Modelling and Reporting
- The Rules of Macro Recording and Editing.
- Building Navigation Buttons for your Model.
- Adding and Configuring Controls.
- Working with LOOP, IF, Msgbox, and Input Dialogue Box.
- Building the One-Stop-Shop for your Daily Tasks and Activities.
- Automating the Process of Performing Daily Tasks.
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London Premier Centre
London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...