Excel for Advanced Financial Reporting Training Course

Course Code

exceladvreporting

Duration

7 hours (usually 1 day including breaks)

Requirements

  • Strong working knowledge of Excel

Overview

In this instructor-led, live training, participants will learn how to use Excel to optimize the reporting process for financial statements.

By the end of this training, participants will be able to:

  • Optimize the report creation process
  • Prepare data for Pivot Tables and formula-based reports
  • Import data from various data sources using Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP)
  • Use Tables and PivotTables to create financial reports and analyses
  • Automate the processes involved in reporting
  • Build validation structures into spreadsheet reports
  • Master Excel shortcuts for formatting financial reports
  • Implement Excel templates to improve productivity
  • Reduce errors, simplify reporting processes and improve the quality of reports

Audience

  • Experienced Excel user
  • Accounting professionals
  • Financial professionals

Format of the course

  • Part lecture, part discussion, exercises and heavy hands-on practice

Note

  • This course can be taught using different versions of excel (Excel 2007, Excel 2010, etc.). To request a specific version, please contact us to arrange.

Course Outline

Introduction

Building a Reporting Model

Report Design And Structure

Pivot Tables

Preparing Spreadsheets Using Summing Functions

Other Reporting Functions

Defining Range Names

Maintenance

Conditional Formats

Charting Techniques

Report Validation

Monthly Reporting Process

Month-To-Date Reporting

Year-To-Date Reporting

12-Month Reporting

Closing Remarks

Testimonials

★★★★★
★★★★★

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