Advanced Business and Financial Reporting Using Excel
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Advanced Business and Financial Reporting Using Excel Course
Introduction:
Microsoft Excel, as part of the Microsoft Office suite, is likely a familiar and frequently used program within your company. While Excel is commonly used for organizing data in a grid structure, it can also be leveraged to enhance your business reports. Excel goes beyond merely storing financial data—it has the capability to filter and transform data into visual diagrams, saving you time in document setup and design.
By tapping into Excel's advanced tools and unleashing your creativity, you can transform your spreadsheets into databases for customer data, employee scheduling worksheets, basic financial records, and even comprehensive tools for tracking sales and projecting future income for business planning.
Excel spreadsheets are powerful tools that are extensively used for reporting and analysis. Possessing advanced Excel skills can propel your career and give you a competitive edge in the job market. Proficiency in Excel is essential for any aspiring professional leader.
This course is highly regarded for accountants seeking to enhance their Excel skills. You will gain comprehensive knowledge and practical expertise in utilizing Excel spreadsheets to improve management reporting and budgeting skills. Additionally, we provide a step-by-step manual that covers various Excel tricks and techniques, empowering you to maximize the potential of Excel for better financial management and reporting.
Course Objectives:
At the end of 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.
Who Should Attend?
This Advanced Business and Financial Reporting using Excel Course 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.
Course Outlines:
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.
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
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.
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
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.