Advanced Business and Financial Reporting Using Excel

Course Info

Length: 1 Week

Type: Online

Available Dates


  • Mar-18-2024


  • Apr-15-2024


  • May-20-2024


  • June-17-2024


  • July-15-2024


  • Aug-19-2024


  • Sep-16-2024


  • Oct-21-2024


  • Nov-18-2024


  • Dec-16-2024


Course Details

Course Outline

5 days course


The Advanced Tools


  • Dynamic Consolidation and Multiple Consolidation Ranges.
  • Data Validation.
  • Multiple Scenario Manager.
  • Pivot Tables? Advanced.
  • List, Check, Option, and Spinner Data Modelling.
  • Advanced Formulas Techniques.
  • Data Tables.


Dynamic Data Consolidating


  • How a Model Should Work.
  • Designing the Input, Process, and Output.
  • Developing a Forecasted Financial Statement.
  • Developing Financial Statements Using the GL.
  • Prepare Vendor and Customer Analysis Reports.
  • Build Automated Budgeting and Business Models.
  • Two-Dimensional Data Tables


Dashboarding and Scorecards


  • The Ultimate Business Reporting Tool.
  • Creating your Flash Management.
  • Updating your Dashboard in One Click.
  • Using Dynamic Labelling and Dynamic Graphing.
  • Designing and Building Scorecards.


Advanced Report Development


  • Working with External Data Sources.
  • Connecting to Text and Importing from Delimited Files.
  • Managing External Data Sources.
  • Connecting to Access Database.
  • Connecting with SQL Databases.
  • Connecting to Web Data Sources.
  • Creating a Data Source for Online Analytical Processing? OLAP
  • Building Report Solutions


Macro-Charged Modelling and Reporting


  • The Rules of Macro Recording and Editing.
  • Building Navigation Buttons for your Model.
  • Adding and Configuring Controls.
  • Working with LOOP, IF, Msgbox, and Input Dialogue Box.
  • Building the One-Stop-Shop for your Daily Tasks and Activities.
  • Automating the Process of Performing Daily Tasks.

Course Video