Dynamic Business Reports and Dashboards Using Excel

Dynamic Business Reports and Dashboards Using Excel

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Program Objectives:
By the end of the program, participants will be able to:
  • Leverage their Excel expertise to new and advanced levels.
  • Link-up Excel and import data from different sources.
  • Perform data analysis techniques to produce timely and accurate reports.
  • Design outstanding visualization charts and dashboards.
  • Develop master level report solutions.
  • Record, write and edit powerful macros that will perform routine tasks in no time.
  • Design dynamic dashboards and flash reports.
  • Automate the process of preparing routine reports, reconciliations and analysis.
Who should attend:
Accountants, senior and junior accountants, business analysts, accounting and finance professionals, 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.
Program Outline
Essential Reporting Requirement Skills
  • The 19 Rules of Pivot Tables and Pivot Charts
  • Multiple Consolidation Ranges
  • Retrieving External Data Using Microsoft Query
  • Importing Text Files Using MS Query
  • Connecting to Access Databases
  • Connecting to SQL Databases
  • XML Data Import
  • Importing from Data Connection Wizard
  • Importing from Microsoft Query
  • Connections Properties
Advanced Data Structuring Techniques
  • Custom and Advanced Data Validation
  • Creating and Managing Innovative Conditional Formatting
  • Charting and Visualization Techniques
Creating Dynamic Labels
  • Using the Camera Tool
  • Working with Formula-Driven Visualizations
  • Using Fancy Fonts
  • Leveraging Symbols in Formulas
  • Working with Sparklines
  • Creating Unconventional Style Charts
  • Fancy Thermometer Charts
  • Colored Chart Bars
Building Report Solutions
  • Conceptualizing and Understanding Report Solutions
  • Developing a Report Solution
  • Configuring Spreadsheet Report Data Options
  • Enabling Background Refresh
  • Refreshing Data When Opening the File
  • Combo Box Data Modeling Tool
  • List Box Data Modeling Tool
  • Form Controls Data Modeling Tools
Macro-Charged Reporting
  • Recording, Editing, Testing VBA Macros
  • Working with Standard VBA Code for Report Design and Management
  • Building a Macro-Driven Reconciliation Program
  • Building Budget Variance Reporting Program
  • Building an Email-Based Report Distribution Program
  • Building a Macro-Based Report Printing System
  • Building a Financial Statement Preparation System
  • Building a Vendor and Invoice Analysis Report

To register for this event email your details to abdlk@hotmail.com

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Date And Time

2021-03-24 @ 09:00 AM to
02:00 PM

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