Certificate in Business Reporting Using Excel
5 DaysCertificate in Business Reporting Using Excel
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 management, and data analysis skills
- Use pivot tables and pivot charts to perform automated report writing, analysis, and reconciliation most efficiently
- Build models to manipulate financial data
- Apply Power Query to clean up the data and link Excel with the web, text, and other sources
- 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
- Data modeling
- Integration with external data sources
- Managing unstructured and noisy data
Course Outline
- Data Management: Functions, Tools and Techniques
- Advanced data validation using lists, dates, and custom validation
- The incredible table-tools technique
- Text functions, e.g., Left, Right, Mid, TextSplit, TextJoin
- Naming, editing, and managing cells and ranges
- Subtotal and aggregate
- Looking-up data, texts, and values using Xlookup
- Slicing dates into day names, weeks, week numbers, month names, years, and quarters
- Error handling functions and formula auditing
- 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 a % of total and a % 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
- Modeling Techniques
- Perform 'what-if' analysis using spinner
- Check box data modeling with 'if' function
- Option button data modeling with 'if' function
- List box data modeling with 'Choose' function
- Scenario manager
- Power Query: Get and Transform Data
- Get data from: Tables, files, and folders
- Power Query to transform and clean up data
- Practical examples
- Import Excel files
- Get tables from pdf files
- Get data from Website
- Consolidate multiple sheets or files
- Get data from folder
- Tips and Tricks in Excel
- Visualization with sparklines
- Using fancy fonts
- Protecting cells, sheets, and workbooks
- Tables with slicers
- Focus cell
- Useful shortcuts
- Flash fill
Mawred Certificate
Mawred Certificate courses by Al mawred Training & Consulting are designed for those willing to challenge themselves and go the extra distance...
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