Global Learning for Operational Leaders
Classroom
15 sessions
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Online / Live
15 sessions
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Introduction
Course overview
The fact is that Excel is the accountant's, finance and business professional's best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings 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 is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company.
What you will achieve
Learning objectives
- 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
Who should attend
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
Methodology
Learning approach
- 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 will be required to complete exercises, case studies, and projects on a daily basis.
Complete course outline
Course outline and key learning areas
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Module 1
Data massaging: tools and techniques
- Consolidating data from separate files and sheets
- Advanced data validation using lists, dates and custom validation
- Cell management tools: left, right, mid, concatenate, value
- Naming, editing, and managing cells and ranges
- Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
- Looking-up data, texts, and values using Vlookup
- The incredible table-tools technique
- Slicing dates into day names, weeks, week numbers, month names, years and quarters
- Text to columns and dynamic trimming using Trim, Len
- Managing texts and numbers using replace, find, and substitute
- Text change functions
Module 2
Reporting, analysis and reconciliations using pivot tables
- The 20 must learn rules
- 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 and % of
- Pivot table options
- Drill down option
- Showing report filter pages
- Inserting formulas
- Date analysis
- Copying pivot tables
- Creating pivot charts
- Dynamic chart labeling
- Mastering the slicer
- Linking pivot tables and pivot graphs with PowerPoint
- Conditional formatting with pivot tables
- Designing reports using GetPivotData
Module 3
Modeling and integration techniques
- Perform 'what-if' analysis using spinner
- Check box data modeling with 'if' function
- Option button data modeling with 'if' function
- List box data modeling with 'Choose' function
- Linking Excel with text files
- Linking Excel with databases (Access)
- Linking Excel with multiple Excel files and SQL
- Linking Excel with internet
- Linking Excel with Excel
- Scenario manager
Module 4
Introduction to learning the ultimate tool in Excel: ''Macros''
- Macro basics
- Planning a macro
- Designing your control board
- Recording macro
- Testing macro
- Editing macro
- Macro workshops
- Advanced filter with macro
Module 5
Tips and tricks in Excel
- Data entry form
- Custom list
- Camera tool
- Text to speech
- Protecting worksheets and workbooks
FAQ
Frequently asked questions
What does Certificate in Business Reporting Using Excel cover?
This course covers Accounting and Finance through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 12 - 16 October 2026. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
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
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Frankfurt, Barcelona, Istanbul, Cape Town, Paris, Vienna.
How long is the training programme?
The programme runs for five days, with up to five training hours per day, from 9:00 AM to 2:00 PM. Each programme includes a total of 25 training hours.
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