Advanced Business and Financial Reporting Using Excel Course
Accounting, Finance and Budgeting Training

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Advanced Business and Financial Reporting Using Excel Course
Course Overview:
The course of Advanced Business and Financial Reporting with Excel is tailored for those who wish to excel to an expert level in Excel for the purpose of developing effective business report models, dashboards or reconciliation models.
Participants will acquire knowledge of business intelligence tools including active consolidation, data validation, pivot tables and external database integration including Access, SQL and Oracle with the use of Excel.
It also gives insights into the integration of macros and their function in the automation of the tasks and improving the quality of reports generated during a reporting period.
This program is appropriate for those who are doing finance, project management, business activities where Excel is regularly used for reporting, analysis and decision making.
Course Objectives:
At the end of Advanced Business and Financial Reporting using Excel Course, participants will be able to:
- Advanced 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 enhancing 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.
See more: Advanced Excel: Power Query and Power Pivots Course