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Dynamic Business Reports and Dashboards Using Excel

Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation.

Description

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modeling techniques, integration and report visualization, and it ends with automation. Your take-away is guaranteed to add value to your daily and periodic tasks. This course is a must for every intermediate-level Excel user.

Course Objectives

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

  • Use their Excel expertise in data slicing and dicing, data massaging, data aggregation, data integration with Access, web, text, SQL, and other databases using pivot tables
  • Perform advanced and dynamic data validations
  • Design outstanding visualization charts, dashboards, scorecards, and flash reports
  • Develop master-level report solutions using advanced form controls and buttons
  • Record, write and edit powerful macros that will perform routine tasks in no-time

How will this Training Course be Presented?

15% of the course is theory based. 85% uses MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards. Groups and individuals will be required to complete exercises, case studies and projects on a daily basis.

Prerequisites

Intermediate-level Excel knowledge

Who is this Training Course for?

Business professionals, accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

The Course Content

Program Outline
 
Essential Reporting Requirement Skills
 
  • The 19 Rules of Pivot Tables and Pivot Charts
  • Multiple Consolidation Ranges
  • Retrieving External Data Using Microsoft Query
  • Importing Text Files Using MS Query
  • Connecting to Access Databases
  • Connecting to SQL Databases
  • XML Data Import
  • Importing from Data Connection Wizard
  • Importing from Microsoft Query
  • Connections Properties
 
Advanced Data Structuring Techniques
 
  • Custom and Advanced Data Validation
  • Creating and Managing Innovative Conditional Formatting
  • Charting and Visualization Techniques
 
Creating Dynamic Labels
 
  • Using the Camera Tool
  • Working with Formula-Driven Visualizations
  • Using Fancy Fonts
  • Leveraging Symbols in Formulas
  • Working with Sparklines
  • Creating Unconventional Style Charts
  • Fancy Thermometer Charts
  • Colored Chart Bars
 
Building Report Solutions
 
  • Conceptualizing and Understanding Report Solutions
  • Developing a Report Solution
  • Configuring Spreadsheet Report Data Options
  • Enabling Background Refresh
  • Refreshing Data When Opening the File
  • Combo Box Data Modeling Tool
  • List Box Data Modeling Tool
  • Form Controls Data Modeling Tools
 
Macro-Charged Reporting
 
  • Recording, Editing, Testing VBA Macros
  • Working with Standard VBA Code for Report Design and Management
  • Building a Macro-Driven Reconciliation Program
  • Building Budget Variance Reporting Program
  • Building an Email-Based Report Distribution Program
  • Building a Macro-Based Report Printing System
  • Building a Financial Statement Preparation System
  • Building a Vendor and Invoice Analysis Report

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