Dashboards and Business Reports Using Excel

ICTD International Centre for Training and Development

How long?

  • 5 days
  • in person

ICTD International Centre for Training and Development

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Who should attend

Accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, 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.

About the course

All business professionals are required to prepare some kind of a scorecard or a dashboard. Attending this course will help you reach advanced levels in Excel which you will need to produce such an important tool.. 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. You will take away practical tools that are guaranteed to add value to your daily and periodic tasks.

## Course Objectives

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

  • Boost Excel expertise in data slicing and dicing, data massaging, and data aggregation, and data integration with Access, web, text, SQL, and other databases using pivot tables
  • Perform advanced and dynamic data validations and master level formatting techniques
  • 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

## Course Outline

ESSENTIAL REPORTING REQUIREMENT SKILLS

  • The 19 rules of pivot tables and pivot charts

  • Advanced pivot charts techniques

  • Multiple consolidation ranges

  • Retrieving external data using Microsoft query

  • Importing text files using MS query

  • Connecting to access databases

  • Connecting to SQL database

  • Importing from data connection wizard

  • Importing from Microsoft query

  • Customizing 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 spark lines

  • 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

  • Option-button modeling

  • Check-box data models

  • Combo and group-box

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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Dashboards and Business Reports Using Excel at ICTD International Centre for Training and Development

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