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

The course is designed for finance professionals who seek to optimize their use of Excel and VBA, covering everything from basic to advanced skills over a structured 5-day workshop.

Curriculum

Day 1: Data Massaging: Tools and Techniques

• Consolidating data from various files and sheets
• Advanced data validation techniques
• Cell management: using left, right, mid, concatenate, value
• Naming, editing, and managing cells and ranges
• Using Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
• Vlookup for data retrieval
• Using table tools and slicing data by dates
• Text management: using Trim, Len, replace, find, and substitute

Day 2: Reporting, Analysis, and Reconciliations Using Pivot Tables

• Rules and best practices for pivot tables
• Creating pivot tables and formatting data
• Designing reports and filtering techniques
• Summarizing data with various functions
• Drill-down options and advanced pivot table features
• Conditional formatting and report design with GetPivotData

Day 3: Modeling and Integration Techniques

• ‘What-if’ analysis using Excel tools like spinners
• Data modeling with 'if' function, list boxes, and other Excel features
• Linking Excel with databases, SQL, and internet sources
• Utilizing scenario manager for dynamic modeling

Day 4: Introduction to VBA for Financial Modeling

• Macro basics, planning, and recording
• Advanced macro applications: filters, automation, and form creation
• Designing and testing macros for financial modeling tasks

Day 5: Excel Tips and Tricks for Financial Modeling

• Data entry forms, custom lists, and camera tools
• Advanced protection settings for workbooks
• Enhancing productivity with automation tools

At the end of this course, you will be able to:

• Create and manage advanced financial models using Excel and VBA
• Utilize advanced Excel functions like pivot tables and conditional formatting for analysis
• Design and automate financial reports and presentations
• Perform scenario analysis and data modeling for financial forecasting
• Integrate Excel with databases and external data sources
• Automate repetitive tasks using VBA macros and custom functions

At the end of the program, participants will gain the tools needed to create dynamic models, automate financial processes, and effectively analyze and present financial data. This course is ideal for professionals aiming to expand their capabilities and excel in their finance roles.

Who Is This Course For?

This course is ideal for:

• Financial Analysts, Investment Analysts, and Business Analysts
• Corporate Finance Managers, Financial Controllers, and Senior Managers
• Accountants, Risk Managers, and Project Finance Professionals
• Strategic and Business Planners, Commercial Managers, and Portfolio Managers
• Economists, Transaction Advisers, and Business Development Managers

Course Benefits

• Earn the FMM title displayed on your diploma and professional materials
• Demonstrate advanced financial modeling expertise
• Gain access to the FMM online community for industry updates, job postings, and expert opinions
• Receive VIP invitations to FMM community events, including conferences and dinners worldwide

How Will I Be Assessed?

Participants must complete the FMM™ examination on the final day of the training to receive the diploma.

Entry Requirements

• Attendance: Participants must attend all sessions. Absence of more than two hours disqualifies from the final exam.
• Engagement: Active participation in workshops and discussions on financial concepts and modeling techniques is mandatory.
• Completion of Model: Delegates must successfully complete the financial model during the course.

Cost: 5670 USD

Duration: 5 Days