Course details
The Advanced Reporting - Next Generation Excel Course is meticulously designed for professionals aiming to master the advanced features of Microsoft Excel for sophisticated data reporting and analysis. Over five intensive days, you’ll explore powerful Excel functions, advanced pivot table techniques, data modeling, and automation with macros. You’ll also learn how to seamlessly integrate Excel with various data sources and refine your reporting skills to the next level.
This course… + Read More
Course details
The Advanced Reporting - Next Generation Excel Course is meticulously designed for professionals aiming to master the advanced features of Microsoft Excel for sophisticated data reporting and analysis. Over five intensive days, you’ll explore powerful Excel functions, advanced pivot table techniques, data modeling, and automation with macros. You’ll also learn how to seamlessly integrate Excel with various data sources and refine your reporting skills to the next level.
This course is structured to empower you with advanced skills for efficient data management, analysis, and reporting, ensuring you gain the expertise needed to produce professional and insightful reports.
By the end of this course, you'll be capable of creating advanced reports, automating repetitive tasks, and integrating data from various sources to build comprehensive and professional data presentations.
Curriculum
Day 1: Data Massaging – Tools and Techniques
- Consolidating data from different files and sheets
- Advanced data validation: lists, dates, custom rules
- Cell management with functions: LEFT, RIGHT, MID, CONCATENATE, VALUE
- Naming, editing, and managing cells and ranges
- Subtotal, SUMIF, SUMIFS, SUMPRODUCT, COUNT, COUNTIF, COUNTIFS
- Looking up data using VLOOKUP
- Advanced table tools technique
- Slicing dates into day names, weeks, months, quarters, and years
- Text to columns and dynamic trimming with TRIM, LEN
- Managing texts and numbers using REPLACE, FIND, SUBSTITUTE
- Text change functions
Day 2: Reporting, Analysis, and Reconciliation Using Pivot Tables
- The 20 essential rules for pivot tables
- Creating pivot tables and formatting numbers
- Designing report layouts
- Sorting (ascending, descending, and custom)
- Filtering labels and values
- Expanding, collapsing reports, and summarizing data (sum, average, min, max, count)
- Showing values as percentages
- Pivot table options and drill-down features
- Showing report filter pages, inserting formulas, and date analysis
- Copying pivot tables and creating pivot charts
- Dynamic chart labeling and mastering slicers
- Linking pivot tables and graphs with PowerPoint
- Applying conditional formatting in pivot tables
- Designing reports using GetPivotData
Day 3: Modeling and Integration Techniques
- Performing 'what-if' analysis using spinners
- Checkbox data modeling with IF functions
- Option button modeling with IF functions
- List box modeling with CHOOSE functions
- Linking Excel with text files, Access, other Excel files, SQL, and the internet
- Scenario manager techniques
Day 4: Introduction to Macros – The Ultimate Tool in Excel
- Macro basics and planning a macro
- Designing control boards
- Recording, testing, and editing macros
- Macro workshops
- Advanced filtering with macros
Day 5: Excel Tips and Tricks
- Data entry forms
- Custom lists
- Using the camera tool
- Text-to-speech functions
- Protecting worksheets and workbooks
Description
The Advanced Reporting - Next Generation Excel Course is an intensive, hands-on program designed for individuals and professionals seeking to enhance their data reporting capabilities using advanced Excel features. The course offers a structured approach to mastering data massaging, pivot table techniques, data modeling, and automation using macros. Participants will also gain valuable insights into integrating Excel with other data sources, optimizing their workflow and reporting efficiency.
At the end of this course, you will be able to:
- Consolidate and manipulate data from multiple sources using advanced Excel techniques
- Implement advanced data validation and cell management functions
- Master pivot tables for dynamic reporting, analysis, and reconciliation
- Create dynamic charts and dashboards linked to pivot tables
- Automate tasks with macros, improving efficiency and accuracy
- Integrate Excel with external databases, text files, and other sources
- Use data modeling techniques for scenario analysis and decision-making
- Develop professional Excel reports for presentations in PowerPoint
- Protect workbooks and secure data with advanced security measures
Who Is This Course For?
- Financial Analysts and Data Analysts looking to enhance their reporting skills
- Project Managers and Office Managers needing to automate and optimize data processes
- Business Analysts seeking to develop dynamic reports and dashboards
- IT Professionals using Excel for database integration and management
- Business Owners aiming to improve their data analysis and presentation capabilities
- Students and Self-Learners eager to gain advanced Excel expertise
Requirements
- Basic to intermediate knowledge of Microsoft Excel
- No prior experience in macros is required
- Access to Microsoft Excel for practical sessions and exercises
Career Path
Completing this course can lead to advanced opportunities such as:
- Senior Financial Analyst
- Business Intelligence Specialist
- Operations Manager
- Data Reporting Analyst
- IT Project Coordinator
- Business Consultant
Proficiency in advanced Excel skills opens the door to high-level data analysis, reporting, and automation roles, enhancing your career prospects and contributing to organizational efficiency.
Updated on 16 October, 2024 - Read LessAbout Convertas
CONVERTAS is a reliable advisory firm, helping organizations develop their activities to align with their objectives adopting the best practices.
Our trainings and workshops cover all areas of business including Management,Soft Skills and Human Resourses Management, Marketing and Sales, Accounting and Finance, Procurement and Logistics, targeting organizations, managers and employees. Whether in-house or public, trainings are organized with the highest qualified trainers.
Our methodology relies more on the use of audio-visual impact which is more effective than the lecture style. Presentations, videos and simulations methods have proven to be very effective for people to remember.
Moreover, doing and teaching are the best vehicles for learning and remembering. This includes involving the trainee in the teaching process by interacting, through completing worksheets and inciting to explain and present what is acquired.
See all Convertas courses
