Course Objectives
Dynamic Business Reports and Dashboards Using Excel
Course Methodology
15% of the course is theory based. 85% uses 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, reconciliations, and analysis. Pre-requisite: Intermediate-level Excel knowledge or attendance of Meirc’s Next Generation Excel course.
Target Competencies
Reporting, analyzing, and reconciling
Data modeling
Integration with external data sources
Report structuring techniques
Automation and macros
Charting and visualization techniques
Note
This is a hands-on training course using laptops which will be made available by Meirc for the duration of the training. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2013/2016.
Course Outline
Essential reporting requirement skills
The 20 rules of pivot tables and pivot charts
Slicer techniques
Advanced pivot charts techniques
Multiple consolidation ranges
Importing text files
Connecting to access databases
Connecting to SQL databases
Customizing connections properties
Advanced data structuring techniques
Custom and advanced data validation
Creating and managing innovative conditional formatting
Dependent drop down list
Data validation with conditional formatting
Data entry form
Charting and visualization techniques
Creating dynamic labels
Using the camera tool
Working with formula-driven visualizations
Using fancy fonts
Working with sparklines
Fancy thermometer charts
Thermometer chart
Performance against chart range
Building report solutions
Conceptualizing and understanding report solutions
Developing a report solution
Configuring spreadsheet report data options
Enabling background refresh
Refreshing data when opening the file
Combo-box modeling
List-box modeling
Spinner
Option-button modeling
Check-box data models
Combo box modeling
Macro charged reporting
Recording, editing, testing VBA macros
Building a macro driven reconciliation program
Building budget variance reporting program
Building a vendor and invoice analysis report
Essential reporting requirement skills
The 20 rules of pivot tables and pivot charts
Slicer techniques
Advanced pivot charts techniques
Multiple consolidation ranges
Importing text files
Connecting to access databases
Connecting to SQL databases
Customizing connections properties
Advanced data structuring techniques
Custom and advanced data validation
Creating and managing innovative conditional formatting
Dependent drop down list
Data validation with conditional formatting
Data entry form
Charting and visualization techniques
Creating dynamic labels
Using the camera tool
Working with formula-driven visualizations
Using fancy fonts
Working with sparklines
Fancy thermometer charts
Thermometer chart
Performance against chart range
Building report solutions
Conceptualizing and understanding report solutions
Developing a report solution
Configuring spreadsheet report data options
Enabling background refresh
Refreshing data when opening the file
Combo-box modeling
List-box modeling
Spinner
Option-button modeling
Check-box data models
Combo box modeling
Macro charged reporting
Recording, editing, testing VBA macros
Building a macro driven reconciliation program
Building budget variance reporting program
Building a vendor and invoice analysis report