By the end of the program, participants will be able to:

·         Boost Excel reporting expertise in business, finance, and accounting.

·         Perform automated reconciliation for speedy weekly and monthly reporting.

·         Control multiple Pivot Table fields on one worksheet using the new 2010 slicer tool.

·         Apply data reporting techniques to real-life business situations.

·         Link their Excel with PowerPoint for dynamic data update.

·         Develop dynamic business dashboards and scorecards to assist professionals in measuring performance and enhancing decision making.

·         Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle, and other databases

Accountants, senior accountants, business analysts, accounting and finance professionals, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art reporting techniques to their daily business reporting, reconciliations, and analysis

Quick Review of Excel Business and Finance Functions

·    Using Conditional Formatting for Reconciliation and Analysis

·    Table Tools and Automatic Updating

·    Defining and Managing Names

·    Evaluating and Auditing Formulas

·    Workspaces and Updating Links

Must Know Accounting and Business Functions for Reporting and Reconciliation

·    Financial and Business Formulas

·    Logical Functions

o  AND, IF, OR, IFERROR, NOT

·    Efficient Text Functions

o  LEFT, RIGHT, MID, LEN, FIND, TEXT, VALUE

·    Powerful Lookup and Reference

o  VLOOKUP, CHOOSE, INDEX, MATCH

·    Information Functions

o  ISNUMBER, ISERROR, ISBLANK

·    The Array-Sum Function

Dynamic Data Management and Manipulation

·    Text-to-Columns and Dynamic Trimming

·    Validating User Input with Message Alert

·    Using List data to Automate and Authenticate Data Validity

·    Consolidation and Creating Links

Introduction to Macro Recording and Editing

·    Record and Edit Macros

·    Design Buttons and Menus to Activate and Run Macros

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

·    Building Report Solutions

Mastering Pivot Tables and Pivot Charts

·    Inserting Pivot Tables

·    Performing Analysis Using Data Manipulations

·    Inserting Formulas in Pivot Tables

·    Pivot Formatting, Sorting and Filtering

·    Preparing Reports Using the Show Pages Function

·    Conditional Formatting with Pivot Tables

·    Preparing Dynamic Charts and Dynamic Labeling

·    Creating Charts with 3-Axis

·    Dynamic Labeling in Graphs

·    Data Analysis Using the "Show Values As"

·    Expand/Collapse Feature in Pivot Tables

·    Pivot Table Options

·    Date Manipulation Using Pivot Tables

·    Show Data Using the "Summarize Data Fields By"

·    Linking Excel with PowerPoint

·    Creating Dynamic Pivot Tables and Pivot Charts

The New PowerPivots Tools

·    Applying the AutoDetect Tools

·    Importing Excel Data into PowerPivots

·    Building Report with Two Pivot Charts

·    Slicer Management and Techniques

·    Using Data Analysis Expression (DAX)

Power Excel Business Techniques

·    Designing Dynamic Spinners

·    List Box and Option Button Modeling

·    Check Box Data Reporting

·    Advanced Data Analysis with Macro

A variety of methodologies will be used during the course that includes:

·         (30%) Based on Case Studies

·         (30%) Techniques 

·         (30%) Role Play

·         (10%) Concepts

·         Pre-test and Post-test

·         Variety of Learning Methods

·         Lectures

·         Case Studies and Self Questionaires

·         Group Work

·         Discussion

·         Presentation

This rate includes participant’s manual, Hand-Outs, buffet lunch, coffee/tea on arrival, morning & afternoon of each day.

Daily Course Timings:

    08:00 - 08:20       Morning Coffee / Tea

    08:20 - 10:00       First Session

    10:00 - 10:20       Coffee / Tea / Snacks

    10:20 - 12:20       Second Session

    12:20 - 13:30       Lunch Break & Prayer Break

    13:30 - 15:00       Last Session