Next Generation Excel – Advanced Business and Financial Reporting

Courses Syllabus

Program Objectives:

• Advance their Excel skills to new heights of business reporting expertise.
• Design 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 enhance decision-making.
• Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle, and other databases.
• Use macros to speed-up their routine and repetitive tasks.

The Course:

The Advanced Tools

• Dynamic Consolidation and Multiple Consolidation Ranges
• Data Validation
• Multiple Scenario Manager
• Pivot Tables ? Advanced
• List, Check, Option, and Spinner Data Modeling
• Advanced Formulas Techniques
• Data Tables

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 Labeling 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

Macro-Charged Modeling and Reporting

• The Rules of Macro Recording and Editing
• Building Navigation Buttons for your Model
• Adding and Configuring Controls
• Working with LOOP, IF, Msgbox, and Input Dialogue Box
• Building the One-Stop-Shop for your Daily Tasks and Activities
• Automating the Process of Performing Daily Tasks