Excel for Advanced Financial Reporting Training Course

Course Code



7 hours (usually 1 day including breaks)


  • Strong working knowledge of Excel


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


  • Experienced Excel user
  • Accounting professionals
  • Financial professionals

Format of the course

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


  • 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


Building a Reporting Model

Report Design And Structure

Pivot Tables

Preparing Spreadsheets Using Summing Functions

Other Reporting Functions

Defining Range Names


Conditional Formats

Charting Techniques

Report Validation

Monthly Reporting Process

Month-To-Date Reporting

Year-To-Date Reporting

12-Month Reporting

Closing Remarks



Related Categories

Course Discounts

Course Discounts Newsletter

We respect the privacy of your email address. We will not pass on or sell your address to others.
You can always change your preferences or unsubscribe completely.

Some of our clients

is growing fast!

We are looking to expand our presence in Vietnam!

As a Business Development Manager you will:

  • expand business in Vietnam
  • recruit local talent (sales, agents, trainers, consultants)
  • recruit local trainers and consultants

We offer:

  • Artificial Intelligence and Big Data systems to support your local operation
  • high-tech automation
  • continuously upgraded course catalogue and content
  • good fun in international team

If you are interested in running a high-tech, high-quality training and consulting business.

Apply now!