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 must complete exercises, case studies, and projects daily.

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
• Develop special flash and management reports by linking-up Excel with Access, web, text, SQL, and other databases
• 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
• Data modeling
• Integration with external data sources
• Automation and macros
• Massaging of unstructured and noisy data

Note:

This is a hands-on training course using laptops, all candidates are expected to come with their laptops.