Next Generation Excel-Advanced Business and Financial Reporting Training

This training course is designed for finance professionals who want to take their Excel skills to the next level. Participants will learn advanced techniques for business and financial reporting, data analysis, and automation.

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

• Advance their Excel skills to new heights of business reporting expertise.
• Design 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.

CONTENT

The Advanced Tools

• Dynamic Consolidation and Multiple Consolidation Ranges
• Data Validation
• Multiple Scenario Manager
• Pivot Tables Advanced
• List, Check, Option, and Spinner Data Modeling
• 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

Dash boarding and Scorecards

• The Ultimate Business Reporting Tool
• Creating your Flash Management
• Updating your Dashboard in One Click
• Using Dynamic Labeling 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 Modeling 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

Training Methodology

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.