Unleash the power of your accounting data into state-of-the-art financial reports and visually stunning, and interactive
dashboards which you can use to intelligently explore your data and providing the insight you need to act diligently.
Create amazing Financial Reports that will wow your audience using Microsoft Excel applying powerful tools and techniques
such as Power Query, Pivot Tables, Dynamic Array Formulas and VBA macros.
You will learn practical examples that you can put into immediate use in your daily work and save tremendous time during
Month-End Closing while enhancing the Quality of your Reporting and Analysis. This course will transform the way you do
Financial Reporting and Analysis with Microsoft Excel.
Benefits of Attending this Workshop
By attending this course, participant will learn:
DESIGN a robust and dynamic Financial Model and learn the relevant components and their relationships
IMPORT and TRANSFORM actual data from multiple sources such as trial balances, journal entry details and Chart of Accounts into a cleansed data model using Power Query
CREATE dynamic Pivot tables showing Balance sheet, Profit & Loss Statement, and Reconciliation Breakdowns using slicers and timeline.
DEVELOP a dynamic Cash Flow Forecast model by applying techniques such as Dynamic Timeline, Automatic Allocation and Summarization
SETUP a Master Budget Template and turn these into budget files by budget holder.
CONSOLIDATE all budget files by budget holder using Power Query
MERGE and UPDATE budget files with monthly actual using VBA
CREATE an Actual versus BUDGET report using Power Query
DEVELOP a dynamic Forecast Balance Sheet and Profit & Loss Statement
CREATE impressive, visually rich, and interactive financial reports and dashboards
EXPLORE your business data intelligently and FIND new insights by using the power of scenarios and animation
Who Should Attend
The workshop is specially recommended for:
• Finance Executives/Managers
• Accountants
• Data Analysts
• Business Analysts
• Commercial Executives/Managers
• Economist
• Cost Controller
