Business Reports and Dashboards Using Excel

Methodology

MS Excel as a powerful tool to design and prepare dynamic business reports, dashboards, and scorecards. 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:

Use their Excel expertise in data slicing and dicing, data massaging, data aggregation, data integration with Access, web, text, SQL, and other databases using pivot tables

Perform advanced and dynamic data validations

Design outstanding visualization charts, dashboards, scorecards, and flash reports

Develop master-level report solutions using advanced form controls and buttons

Record, write and edit powerful macros that will perform routine tasks in no-time

Target Audience

Business professionals, accountants, finance analysts, senior and junior accountants, business analysts, accounting and finance professionals, research professionals, marketing and sales, administrative staff, supervisors, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting

Target Competencies

Reporting, analyzing, and reconciling

Data modeling

Integration with external data sources

Report structuring techniques

Automation and macros

Charting and visualization techniques