Course Code: dbrde
Duration: 21 hours
Prerequisites:

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.

Overview:

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
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