Spreadsheet software Microsoft Excel may already be in widespread use at your firm. Although the grid format is helpful for arranging data within cells, you can get even more out of Excel for your company’s reports by making some simple adjustments.
Excel can do more than just store financial data in cells; it can filter and turn that data into visual graphs, and it can even help you save time on document setup and design. Spreadsheets may be transformed into databases for customer information, employee scheduling templates, rudimentary financial records, and even a full tool for documenting sales and estimating future income with a bit of ingenuity and the help of Excel’s more advanced features.
When it comes to reporting and analysis, Excel spreadsheets are the gold standard. Mastering Excel is a great way to set yourself apart in the job market. Any aspiring business leader must have expert-level proficiency in Excel.
This workshop provides a step-by-step manual of all the tricks you can do using Excel spreadsheets to gain better management reporting and budgeting skills. It is ideal for:
General business professionals, professionals using Excel in the day-to-day business, project managers, business managers, research professionals, financial controllers, accounting managers, financial directors, senior accountants, financial analysts, and general ledger 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. Anyone who uses Excel on a regular basis, such as finance teams and people working in the investment banking and fund management industries.
Register NowLearning Outcomes
By the end of this Advanced Excel for Financial Reporting Workshop, participants will be able to:
- Advance learners’ Excel skills to new heights of business reporting expertise.
- Plan 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 enhancing decision-making. - Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle, and other databases.
- Advance their Excel skills to new heights of business reporting expertise.
Topics to be covered:
The Advanced Tools
- Dynamic Consolidation and Multiple
- Consolidation Ranges.
- Data Validation.
- Multiple Scenario Manager.
- Pivot Tables Advanced.
- List, Check, Option, and Spinner Data Modelling.
- Data Tables
Power User Techniques
- 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
Dashboarding and Scorecards
- The Ultimate Business Reporting Tool.
- Creating your Flash Management.
- Updating your Dashboard in One Click.
- Using Dynamic Labelling 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
Sustainable Reporting in Finance
- Sustainability Models
- Developing a sustainable report-Components & considerations
- The future of Sustainable Reporting in Finance
Workshop Fees: Kes. 50,000 (Exclusive VAT)
Requirements
- Delegates should be familiar with Microsoft Excel (though not necessarily experts in the use thereof.) Any relevant Excel function pertinent to an exercise will be discussed prior to tackling the exercise
- Delegates are required to carry laptops with MS Excel 2017 Upwards, or Office 365
- Delegates to the workshop will receive a Certificate of attendance and an Excel Practical Manual Workbook