Next Generation Excel - Advanced Business and Financial Reporting Training

Learn the basics of analysis, reconciliation and preparation of report...

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Why Attend?

It is a fact, Excel is the accountant's, finance and business professional's best friend! You and I know how overwhelmed we are with the abundance of unstructured data. Monthly, quarterly and annual closing are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.

This course is Excel based allowing you to develop an exclusive level of expertise and adding immediate value to your job and company.

What You'll Benefit?

Module 1: Data Massaging: Tools and Techniques

    • Consolidating data from separate files and sheets
    • Advanced data validation using lists, dates and custom validation
    • Powerful array functions
    • Cell management tools: left, right, mid, concatenate, value
    • Naming, editing, and managing cells and ranges
    • Subtotal, sumif, sumifs, sumproduct, count, countif, countifs
    • Looking-up data, texts, and values using vlookup
    • The incredible table tools technique
    • Slicing dates into day names, weeks, week numbers, month names, years and quarters
    • Text to columns and dynamic trimming using trim, len
    • Managing texts and numbers using replace, find, and substitute
    • Text change functions

Module 2: Reporting, Analysis and Reconciliation Using Pivot Tables

    • The 19 must learn rules
    • Creating pivot tables
    • Number formatting techniques
    • Designing report layout
    • Sorting in ascending, descending and more sort options
    • Filtering labels and values
    • Expanding and collapsing reports
    • Summarize data by sum, average, minimum, maximum, count
    • Show values as % of total and % of
    • Pivot table options
    • Inserting formulas
    • Date analysis
    • Copying pivot tables
    • Creating pivot charts
    • Dynamic chart labeling
    • Mastering the slicer
    • Showing report filter pages
    • Linking pivot tables and pivot graphs with PowerPoint
    • Conditional formatting with pivot tables
    • Extracting data using the 'GetPivotData'

Module 3: Modeling and Integration Techniques

    • Performance 'what-if' using spinner
    • Check box data modeling with 'if' function
    • Option box data modeling with 'if' function
    • List box data modeling with 'CHOOSE' function
    • Linking Excel with text files
    • Linking Excel with databases (Access)
    • Linking Excel with multiple Excel files and SQL
    • Linking Excel with internet
    • Scenario manager

Module 4: Introduction to Learning the Ultimate Tool in Excel: 'MACROS'

    • Macro basics
    • Planning a macro
    • Designing your control board
    • Recording macro
    • Testing macro
    • Editing macro
    • Macro workshops
    • Advanced filter with macro

Module 5: Tips and Tricks in Excel

    • Data entry form
    • Custom list
    • Camera tool
    • Text to speech
    • Protecting worksheets and workbooks

Course Methodology

20% of the course is design and structure focused. 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on daily basis.

Course Objectives

By the end of the course, participants will be able to:

  • Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data aggregation skills
  • Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
  • Develop dynamic business dashboards and scorecards by linking-up excel with access, web, text, SQL, and other databases
  • Repeat tasks and generate reports efficiently by recording, running and editing macros
  • Acquire numerous tips and tricks that will improve their working efficiency

Target Audience

Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Target Competencies

  • Massaging of unstructured and noisy data
  • Reporting, analysis, and reconciliation
  • Data modeling
  • Integration with external data sources
  • Automation and macros
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Register to learn how to advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.