Why Attend

Business professionals are frequently required to prepare management reports, scorecards, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables, the most important tool ever created to perform data reporting, analysis and reconciliation. It then continues with high level modeling techniques, integration and report visualization, and it ends with automation. Your take-away is guaranteed to add value to your daily and periodic tasks. This course is a must for every intermediate-level Excel user.

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

Managers, supervisors and staff from any function including the accounting department who need to improve understanding and application and techniques of the language of numbers.

Target Competencies

  • Reporting, analyzing, and reconciling
  • Data modeling
  • Integration with external data sources
  • Report structuring techniques
  • Automation and macros
  • Charting and visualization techniques


3 Days

Course Outline

o The 19 rules of pivot tables and pivot charts
o Slicer techniques
o Advanced pivot charts techniques
o Multiple consolidation ranges
o Retrieving external data using Microsoft query
o Importing text files using MS query
o Connecting to access databases
o Connecting to SQL databases
o Importing from data connection wizard
o Importing from Microsoft query
o Customizing connections properties
o Custom and advanced data validation
o Creating and managing innovative conditional formatting
o Creating dynamic labels
o Using the camera tool
o Working with formula-driven visualizations
o Using fancy fonts
o Leveraging symbols in formulas
o Working with sparklines
o Creating unconventional style charts
o Fancy thermometer charts
o Colored chart bars
o New Excel 2013/2016 Charts
o Conceptualizing and understanding report solutions
o Developing a report solution
o Configuring spreadsheet report data options
o Enabling background refresh
o Refreshing data when opening the file
o Combo-box data modeling tool
o List-box data modeling tool
o Form controls data modeling tools
o Spinner
o Option-button modeling
o Check-box data models
o Combo and group-box
o Recording, editing, testing VBA macros
o Building a macro driven reconciliation program
o Building budget variance reporting program
o Building an email based report distribution program
o Building a macro based report printing system