Course Description

This Virtual course is designed to transform the way you work and boost your productivity and experience. In this course, you will learn the secrets of building dynamic Dashboards in Excel and discover time-saving techniques. This course has 177 Lessons which you would need to cover within a study time not less than 49.9 hours. By the end of this course, you would be able to:

  • Apply Excel Analysis functions like XLOOKUP, VLOOKUP, MATCH, SUMIFS, OFFSET, INDEX and more Functions in real world scenarios.

  • Illustrate the use of a modern Reporting Infrastructure in Excel and also, Modify an existing report by implementing Report Building Blocks.

  • Describe the interface for the Power Query tool and Apply Power Query to automate the report update process.

  • Develop Visualizations for performance reports.

  • Understand the steps for working effectively with Pivot tables and Pivot Charts.

  • Understand the uses of the Solver tool in Excel to build Optimization and financial planning solutions.

  • Discover how to use Excel to carry out basic to advanced reconciliation tasks.

  • Construct an Advanced and automated reconciliation tool using the Power Query application.

  • Learn tips and tricks for effective analysis and reconciliation using Excel.

  • Reinforce all the skills learnt via access to our online course in “Report Automation in Modern Excel.

  • 00 Days
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Other Course Start Dates

live sessions delivered via GoTo Training

Starting 10 Nov 2020 | Starting 23 Feb 2021 | Starting 27 Apr 2021
Registration Options
dbrownconsulting, Virtual Training Methodology

Course curriculum

    1. Virtual Course Overview

      FREE PREVIEW

    2. Download Course Brochure

    3. Getting Ready for Virtual Training

    4. How to use our Virtual Training Platforms

    5. Requirements for Virtual Sessions

    6. Course Manual

    7. Your Expectations

    8. Ask the Trainer

      FREE PREVIEW

    1. The Reporting Infrastructure

    2. Lab 01 - How Excel Works

    3. Reporting Framework & the 7 Golden Rules of Data

    4. The role of the Control & Report Sheets

    5. How Excel Works

    6. Managing Dates, Validations & Format Styles

    7. Chapter Quiz

    1. Get Data with Power Query

    2. Lab 02 - Get Data with Power Query

    3. Getting External Data into Excel

    4. Connect to Excel Files in a Folder

    5. Consolidate Excel Workbooks

    6. Transform Data Types

    7. Loading your Query to Excel

    8. Chapter Quiz

    1. Report Building Blocks

    2. Lab 02 - Report Building Blocks

    3. Simple Report Template

    4. Identify your Report Criteria

    5. Automate with SUMIFS

    6. SUMIFS & the Date Criteria Hack

    7. Chapter Quiz

    1. Building a Control Infrastructure

    2. Lab 04 - How to Build a Control Infrastructure

    3. Why We Need Date Controls

      FREE PREVIEW

    4. Framework for Date Controls 1of2

    5. Framework for Date Controls 2of2

    6. How to Activate a Combo Box Form Control

    7. Inserting Combo Box Controls

    8. Linking Combo Boxes To Excel

    9. Extract Combo Box Data with the INDEX Function

    10. Chapter Quiz

    1. Build a Dynamic Date & Report Selector

    2. Lab 05 - Build a Dynamic Date & Report Selector

    3. Extract End Date From Combo Boxes

    4. Create a Flexible Financial Year Start Month

    5. Automate Start Month with CHOOSE & ROUNDUP

      FREE PREVIEW

    6. Complete the Date Automation Process

    7. Plug the Combo Box into Your Report Sheet

    8. Chapter Quiz

About this course

  • $750.00
  • 164 lessons
  • 7.5 hours of video content