Introduction

Reporting and Analysis are the two of the most common tasks that Accountants, Bookkeepers, and Financial Analysts perform on their job. Like most other tasks that we do, yet again Microsoft Excel is the most used software for these tasks.

Using basic Excel for these tasks is like using a bullock cart for travelling in 2021. Oh yes, using the advanced Excel tools like Power Pivot & DAX, we can completely revolutionize the way we do reporting and analysis.

We can directly connect our database with Excel, automate the data cleaning and transformation of data, prepare cash key financial reports, including financial statements, prepare key insights including ratio analysis, and even prepare visualizations. 

The best part, all of this reporting and analytics can be set up as dynamic, meaning that these reports can be filter for any country, any cost center, or any business segment with just a click of a button.

In this course you will leaing everything that you need to completely transform the way you do you perform your Reporting and Analytics.

Course objectives

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

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.

Target competencies

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

Dash boarding 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 Exteal Data Sources

Connecting to Text and Importing from Delimited Files

Managing Exteal Data Sources

Connecting to Access Database

Connecting with SQL Databases

Connecting to Web Data Sources

Creating a Data Source for Online Analytical Processing? 

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