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Next Generation Excel: Advanced Business and Financial Reporting - Virtual Learning

Next Generation Excel: Advanced Business and Financial Reporting - Virtual Learning

Why Attend

The fact is that Excel is the accountant's, finance and business professional's best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.

This is an Excel-based course allowing you to develop an exclusive level of expertise and adding immediate value to your job and company.

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Overview
Course Methodology

20% of the course is ‘design and structure’ focused while 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on a daily basis.

Course Objectives

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

  • Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data analysis skills
  • Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
  • Repeat tasks and generate reports efficiently by recording, running and editing macros
  • Acquire numerous tips and tricks that will improve working efficiency
Target Audience

Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales professionals, 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.

Target Competencies
  • Reporting, analysis, and reconciliation
  • Automation and macros
  • Massaging of unstructured and noisy data
Note
This is a hands-on training course using laptops. Participants are required to use their own laptops equipped with Excel 2016 or higher for the duration of the training.
Course Outline
  • Data massaging: tools and techniques
    • Consolidating data from separate files and sheets
    • Advanced data validation using lists, dates and custom validation
    • Cell management tools: left, right, mid, concatenate, value
    • Naming, editing, and managing cells and ranges
    • Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
    • Looking-up data, texts, and values using Vlookup
    • The incredible table-tools technique
    • Slicing dates into day names, weeks, week numbers, month names, years and quarters
    • Text to columns and dynamic trimming using Trim, Len
    • Managing texts and numbers using replace, find, and substitute
    • Text change functions
  • Reporting, analysis and reconciliations using pivot tables
    • The 20 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
    • Drill down option
    • Showing report filter pages
    • Inserting formulas
    • Date analysis
    • Copying pivot tables
    • Creating pivot charts
    • Dynamic chart labeling
    • Mastering the slicer
    • Linking pivot tables and pivot graphs with PowerPoint
    • Conditional formatting with pivot tables
    • Designing reports using GetPivotData 
  • 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
Schedule & Fees
Face-to-Face Courses

This course is also offered in face-to-face courses, click on the course below.

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