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Home Programs Accounting and Finance Business and Financial Reporting Using Excel 2007
Business and Financial Reporting Using Excel 2007
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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.
  • Demonstrate proficiency in pivot tables and pivot charts.
  • Slice and dice large accounting and business data in no time.
  • Apply data reporting techniques to real-life business situations.
  • Link your Excel with PowerPoint for dynamic data update.
  • Use macros to perform repetitive tasks and generate reports.
This program is designed for:

Accountants, senior accountants, business analysts, accounting and finance professionals, supervisors, general business professionals 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. This program is worth 25 NASBA CPEs.

Fees in US$:

Per participant $3,800
Frequent nomination $3,420

(including coffee breaks and a buffet lunch daily)

Discount Plans, Refunds & Cancellations Policy
Locations & Dates:
19 - 23 Feb 2012
Dubai, English
Al Bustan Rotana Dubai map
Completed
20 - 24 May 2012
Abu Dhabi, English
Khalidiya Palace Rayhaan by Rotana map
Canceled
16 - 20 Sep 2012
Abu Dhabi, English
Khalidiya Palace Rayhaan by Rotana map
Canceled
23 - 27 Dec 2012
Dubai, English
Kempinski Hotel map
Completed
Meirc reserves the right to alter dates, content, venue and trainer with a reasonable notice time.
One extra free place for every 2 paid nominees
Program Outline

Review of Excel Business and Finance Functions

  • Using Conditional Formatting for Reconciliation and Analysis
  • Table Tools and Automatic Updating
  • Defining and Managing Names
  • Evaluating and Auditing Formulas
  • Workspaces and Updating Links

Must Know Accounting and Business Functions for Reporting and Reconciliation

  • Financial and Business Formulas
  • Logical Functions
    • AND, IF, OR, IFERROR, NOT
  • Efficient Text Functions
    • LEFT, RIGHT, MID, LEN, FIND, TEXT, VALUE, CONCATENATE
  • Powerful Lookup and Reference
    • VLOOKUP, CHOOSE, INDEX
  • Information Functions
    • ISNUMBER, ISERROR, ISBLANK
  • The Array-Sum Function

Dynamic Data Management and Manipulation

  • Text-to-Columns and Dynamic Trimming
  • Validating User Input with Message Alert
  • Using List to Automate and Authenticate Data Validity
  • Consolidation Different Files and Creating Links to Source Data
  • Grouping, Ungrouping, Subtotaling Data and Goal Seek

Mastering Pivot Tables and Pivot Charts

  • Inserting Pivot Tables
  • Performing Analysis Using Data Manipulations
  • Inserting Formulas in Pivot Tables
  • Pivot Formatting, Sorting and Filtering
  • Preparing Reports Using the Show Pages Function
  • Conditional Formatting with Pivot Tables
  • Preparing Dynamic Charts and Dynamic Labeling
  • Creating Charts with 3-Axis
  • Dynamic Labeling in Graphs
  • Data Analysis using the Show Values As
  • Expand/Collapse Feature in Pivot Tables
  • Pivot Table Options
  • Date Manipulation Using Pivot Tables
  • Show Data Using the Summarize Data Fields By
  • Linking Excel with PowerPoint
  • Creating Dynamic Pivot Tables and Pivot Charts

Scenario Reporting and Analysis

  • Multiple Level Scenarios
  • Scenario Spinner and What-If-Analysis

Power Excel Business Techniques

  • Designing Dynamic Spinners
  • List Box and Option Button Modeling
  • Check Box Data Reporting
  • Advanced Filter Analysis

Introduction to Macro Recording

  • Record and Edit Macros
  • Design Buttons and Menus to Activate and Run Macros