Certificate in Business Reporting Using Excel

The fact is that Excel is the best friend of accountants, finance professionals, and business professionals. 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, as well as the 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. PrerequisitesNone — open to managers at all levels

5 Days

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Course Methodology

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.

Course Objectives

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

Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data management, and data analysis skills
Use pivot tables and pivot charts to perform automated report writing, analysis, and reconciliation most efficiently
Build models to manipulate financial data
Apply Power Query to clean up the data and link Excel with the web, text, and other sources
Acquire numerous tips and tricks that will improve working efficiency

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
Managing unstructured and noisy data

Course Outline

Data Management: Functions, Tools and Techniques
- Advanced data validation using lists, dates, and custom validation
- The incredible table-tools technique
- Text functions, e.g., Left, Right, Mid, TextSplit, TextJoin
- Naming, editing, and managing cells and ranges
- Subtotal and aggregate
- Looking-up data, texts, and values using Xlookup
- Slicing dates into day names, weeks, week numbers, month names, years, and quarters
- Error handling functions and formula auditing
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 a % of total and a % 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
Modeling 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
- Scenario manager
Power Query: Get and Transform Data
- Get data from: Tables, files, and folders
- Power Query to transform and clean up data
- Practical examples
  - Import Excel files
  - Get tables from pdf files
  - Get data from Website
  - Consolidate multiple sheets or files
  - Get data from folder
Tips and Tricks in Excel
- Visualization with sparklines
- Using fancy fonts
- Protecting cells, sheets, and workbooks
- Tables with slicers
- Focus cell
- Useful shortcuts
- Flash fill

2026 Schedule & Fees

Course Fees Starting From

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