Next Generation Excel: Advanced Business and Financial Reporting

Next Generation Excel: Advanced Business and Financial Reporting

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Program Objectives:
By the end of the program, participants will be able to:
  • Boost Excel reporting expertise in business, finance, and accounting.
  • Perform automated reconciliation for speedy weekly and monthly reporting.
  • Link their Excel with PowerPoint for dynamic data update.
  • 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, and other databases.
  • Record, Run and Edit Macro to perform repetitive tasks and generate reports.
  • Design, prepare and distribute business and accounting reports in minutes.
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
Tools and Techniques
  • Consolidating Data from Separate Files and Sheets
  • Data Validation Using Lists, Dates and Custom Validation
  • Array Functions
  • Cell Management Tools: Left, Right, Mid, Concatenate, Value
  • Naming Cells and Ranges
  • Subtotal, Sumif, Sumifs, Sumproduct
  • Looking Up Data, Texts, and Values Using the Vlookup
  • The Incredible Table Tools Techniques
  • Slicing Dates into Day Names, Month Names, Years and Quarters
  • Converting Text to Columns with Dynamic Trimming Using Trim, Len, Find, Substitute
  • Text Change Functions
Reporting, Analysis and Reconciliations 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
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
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
Tips and Tricks in Excel
  • Data Entry Form
  • Custom List
  • Camera Tool
  • Text to Speech
  • Protecting Worksheets and Workbooks

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Date And Time

2021-03-18 @ 09:00 AM to
02:00 PM

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