Advanced Business & Financial Reporting - Next Generation Excel


Program Description

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 allowing you to develop a new level of expertise and adding immediate value to your job.



  • 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

Business, finance, and accounting professionals, senior and junior accountants, business analysts, research professionals, markeng 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, reconciliation, and analysis.


Day 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

Day 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

Day 3. Modeling and integration techniques

  • Perform 'what-if' analysis using spinner
  • Checkbox 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

Day 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

Day 5. Tips and tricks in Excel

  • Data entry form
  • Custom list
  • Camera tool
  • Text to speech
  • Protecting worksheets and workbooks
Last updated Jul 2019

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About the School

At CONVERTAS, we organize training courses in all areas of business including Management, HR Management, Marketing, Finance, Procurement and Logistics, targeting organizations, managers and employees. ... Read More

At CONVERTAS, we organize training courses in all areas of business including Management, HR Management, Marketing, Finance, Procurement and Logistics, targeting organizations, managers and employees. Whether in-house or public, training courses are organized with the highest qualified trainers. Read less
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