Accounting and Finance

Data Analysis and Reporting Techniques Using Excel

Why Attend

It is a fact, Excel is the accountant's, finance and business professional's best friend! You and I know how overwhelmed we are with the abundance of unstructured data. Monthly, quarterly and annual closing 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 course is Excel based allowing you to develop an exclusive level of expertise and adding immediate value to your job and company.

Course Methodology

20% of the course is design and structure focused. 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 daily basis.

Course Objectives

By the end of the course, participants will be able to:
  • Boost Excel Business Intelligence (BI) expertise in business and management reporting.
  • Link their Excel with PowerPoint for dynamic data update.
  • Develop dynamic BI dashboards, scorecards and flash management reports to assist professionals in measuring performance and enhancing decision making.
  • Perform data analysis techniques to produce timely and accurate reports.

Target Audience

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

  • Massaging of unstructured and noisy data
  • Reporting, analysis, and reconciliation
  • Data modeling
  • Integration with external data sources
Data Analysis and Reporting Techniques Using Excel

Course Outline

  • Tools and Techniques
    • Consolidating Data from Separate Files and Sheets
    • Advanced Data Validation Using Lists, Dates and Custom Validation
    • Array Functions
    • Cell Management Tools: Left, Right, Mid, Concatenate, Value
    • Naming Cells and Ranges
    • Subtotal, Sumif, Sumifs, Sumproduct
    • Looking-Up Data, Texts, and Values Using Vlookup
    • The Incredible Table Tools Techniques
    • Slicing Dates into Day Names, Month Names, Years and Quarters
    • Text to Columns and Dynamic Trimming Using Trim, Len
    • Find and Substitute
    • Text Change Functions
  • The 19 Must Learn Pivot Tables Tools
    • 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 & % of …
    • Pivot Table Options
    • Inserting Formulas
    • Date Analysis
    • Copying Pivot Tables
    • Creating Pivot Charts
    • Dynamic Chart Labeling
    • Mastering the Slicer
    • Showing Report Filter Pages
    • Linking Pivot Tables and Pivot Graphs with PowerPoint
    • Conditional Formatting with Pivot Tables
    • Designing Reports Using the GetPivotData
  • Report Design and Modeling Techniques
    • Spinner
    • Check Box Data Modeling with IF function
    • Option Box Data Modeling with IF function
    • List Box Data Modeling with CHOOSE function
    • Scenario Manager
  • Tips and Tricks in Excel
    • Data Entry Form
    • Custom List
    • Text to Speech
    • Protecting Worksheets and Workbooks
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