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.

Cost: 3995 USD

Duration: 5 Days

• Functions in Excel mostly used in business
• analyzing large data
• Management dashboards
• Automate and Customize data entry forms
• Multiple Variable styles
• Custom Formulas/Functions
• Generate Reports
• Control of forms, Buttons and Drop-down menus
• Special Commands
• Using forms for data entry and report generation control.
• Course content

• Introduction
• Excel Formulas
• Conditional Statements & Logical Operators
• Statistical Functions
• lookup/Reference Functions
• Text Functions
• Date & Time Functions
• Formula-Based Formatting
• Array Formulas
• Functions
• Advanced IF Statements
• Advanced Lookup Functions
• Complex Logical and Text Functions
• Formula Auditing
• What-If Analysis Tools
• Worksheet and Workbook Protection
• Advanced Use of PivotTables and Power Pivot
• Automating with Macros
• Working with Form Controls
• Ensuring Data Integrity
• Managing & Enriching Data
• Data Analysis
• Presentation
• Custom Views In Excel
• Scenario
• Auditing And Troubleshooting Formulas
• Pivot Tables
• Pivot Charts
• Goal Seek And Solver and data tables
• Macros
• Basic Visual Bascis

• All our courses can be Tailor-made to participants needs
• The participant must be conversant with English
• Presentations are well guided, practical exercise, web based tutorials and group work. Our facilitators are expert with more than 10years of experience.
• Upon completion of training the participant will be issued with Foscore development center certificate (FDC-K)
• Training will be done at Foscore development center (FDC-K) center in Nairobi Kenya. We also offer more than five participants training at requested location within Kenya, more than ten participant within east Africa and more than twenty participant all over the world.
• Course duration is flexible and the contents can be modified to fit any number of days.
• The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and a Certificate of successful completion of Training. Participants will be responsible for their own travel expenses and arrangements, airport transfers, visa application dinners, health/accident insurance and other personal expenses.
• Accommodation, pickup, freight booking and Visa processing arrangement, are done on request, at discounted prices.
• One year free Consultation and Coaching provided after the course.
• Register as a group of more than two and enjoy discount of (10% to 50%) plus free five hour adventure drive to the National game park, in Nairobi.
• Payment should be done two week before commence of the training, to FOSCORE DEVELOPMENT CENTER account, so as to enable us prepare better for ;

• Course Fee: USD: 1000| EURO: 900 | POUND: 800

Cost: 1000 USD

Duration: Upto 1 Week