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
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