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American Matech

Advanced Business and Financial Reporting Using Excel

Course Information

  • the date

17/02/2025

  • Duration

5 days

  • The city

Barcelona

  • Cost
  • Type

in-house

Course details

Microsoft Excel, the spreadsheet component of the Microsoft Office suite, may already be a familiar and frequently-used program within your company. Although the grid structure lends itself well to organizing cells of data, you can put Excel to work harder for you for your business reports. Excel doesn’t just store cells of financial data – it can filter and transform them into visual diagrams and even save you time in document setup and design.

With a little creativity and by tapping into some of Excel's advanced tools, you can turn your spreadsheets into databases for customer data, employee scheduling worksheets, basic financial records and even a comprehensive tool for recording sales and projecting future income for business planning..

Excel spreadsheets are the most powerful tool, extensively used for reporting and analysis. Having advanced skills on excel can excel your career and help you to stand ahead of the competitive job market. Advanced skills on excel is a must for any potential professional leader.

This course is highly recognized excel courses for accountants. We will also provide a step by step manual of all the tricks you can do using Excel spreadsheets to gain better management reporting and budgeting skills.

بحلول نهاية دورة إعداد التقارير المالية والأعمال المتقدمة باستخدام برنامج Excel، سيتمكن المشاركون من:

تطوير مهارات المتعلمين في برنامج Excel إلى مستويات جديدة من الخبرة في إعداد التقارير التجارية.

التخطيط لإعداد التقارير التجارية ونماذج التوفيق الفعّالة.

تصميم وإعداد وإرسال التقارير التجارية والمحاسبية عبر البريد الإلكتروني في دقائق.

تطوير لوحات معلومات الأعمال الديناميكية وبطاقات الأداء لمساعدة المحترفين في قياس الأداء وتعزيز عملية اتخاذ القرار.

استخدام تقنيات تطوير التقارير المتقدمة من خلال ربط برنامج Excel بقواعد بيانات Access والويب والنص وSQL وOracle وغيرها.

استخدام وحدات الماكرو لتسريع مهامهم الروتينية والمتكررة.

تطوير مهاراتهم في برنامج Excel إلى مستويات جديدة من الخبرة في إعداد التقارير التجارية.

هذه الدورة التدريبية المتقدمة لإعداد التقارير المالية والتجارية باستخدام برنامج Excel مثالية لـ:

المتخصصين في مجال الأعمال بشكل عام، والمتخصصين الذين يستخدمون برنامج Excel في الأعمال اليومية، ومديري المشاريع، ومديري الأعمال، ومحترفي البحث، والمراقبين الماليين، ومديري المحاسبة، والمديرين الماليين، وكبار المحاسبين، والمحللين الماليين، والمحاسبين العامين، والموظفين من أي وظيفة يحتاجون إلى تعلم وتطبيق أحدث تقنيات إعداد التقارير على تقاريرهم اليومية، والمقارنات، والتحليلات.
أي شخص يستخدم برنامج Excel بشكل منتظم، مثل فرق التمويل والأشخاص العاملين في صناعات الخدمات المصرفية الاستثمارية وإدارة الصناديق.

Course outline

Day 1

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.

Day 2

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

Day 3

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.

Day 4

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

Day 5

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.

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