Learn Report Automation in Excel Today

This is a blended course in Advanced Data Analysis using Excel Functions, Pivot Tables, Solver tool and the new modern Data Analysis Tools for extracting transforming and loading data called Power Query.

This course uses real world case studies to bring home the concepts. Learn our report automation methodology and learn the secrets for building dynamic Dashboards in Excel. The course also covers Reconciliation techniques using excel functions, pivot tables, power query and new reconciliation tools like the Inquire Addin.

Learning Outcomes

This not a basic excel course, participants are required to pass our Excel Proficiency Test before attending the course.

  • Apply Excel Analysis functions like the VLOOKUP, MATCH, SUMIFS, OFFSET, INDEX and more Functions in real world scenario

  • Modify an existing report by implementing Report Building Blocks

  • Text length of individual points can be shorter or longer depending on your needs

Course Curriculum

Here's what you'll learn...

  • 1
  • 2

    1. The Reporting Infrastructure

    • The Reporting Infrastructure

    • Lab 01 - How Excel Works

    • Reporting Framework & the 7 Golden Rules of Data

    • The role of the Control & Report Sheets

    • How Excel Works

    • Managing Dates, Validations & Format Styles

    • Chapter Quiz

  • 3

    2. Get Data with Power Query

  • 4

    3. Report Building Blocks

    • Report Building Blocks

    • Lab 03 - Report Building Blocks

    • Simple Report Template

    • Identify your Report Criteria

    • Automate with SUMIFS

    • SUMIFS & the Date Criteria Hack

    • Chapter Quiz

  • 5

    4. How to Build a Control Infrastructure

    • Building a Control Infrastructure

    • Lab 04 - How to Build a Control Infrastructure

    • Why We Need Date Controls

    • Framework for Date Controls 1of2

    • Framework for Date Controls 2of2

    • How to Activate a Combo Box Form Control

    • Inserting Combo Box Controls

    • Linking Combo Boxes To Excel

    • Extract Combo Box Data with the INDEX Function

    • Chapter Quiz

  • 6

    5. Build a Dynamic Date and Report Selector

    • Build a Dynamic Date & Report Selector

    • Lab 05 - Build a Dynamic Date & Report Selector

    • Extract End Date From Combo Boxes

    • Create a Flexible Financial Year Start Month

    • Automate Start Month with CHOOSE & ROUNDUP

    • Complete the Date Automation Process

    • Plug the Combo Box into Your Report Sheet

    • Chapter Quiz

  • 7

    6. The Report Automation Process

    • The Report Automation Process

    • Lab 06 - The Report Automation Process

    • Automate your Report with the Controls FrameWork

    • Create Report Headings & Labels with CONCATENATE

    • Variance Analysis & Number Formating

    • Insert a Variance Analysis Chart

    • Report Update With Power Query

    • Chapter Quiz

  • 8

    7. Visualising your Performance Reports

    • Visualising your Performance Reports

    • Lab 07 - Visualizing your Performance Reports

    • Overview of MoM Change Report

    • Overview of MoM Change Report 2

    • Building a Rolling 12 Month Report Table

    • Building a Rolling 12 Month Report Chart

    • Build a Monthly Volatility Chart

    • Insert Reference lines into a Chart

    • MoM Change in Revenue vs Units Sold

    • Chart MoM Change in Revenue vs Units Sold

    • Insert Benchmark Bands Into a Chart

    • Chapter Quiz

  • 9

    8. Visualising Top N Reports & Cards

    • Top N Reports & Cards

    • Lab 08 - Visualizing Top N Reports & Cards

    • Top & Bottom 5 Report Part 1

    • Top & Bottom 5 Report Part 2

    • Chapter Quiz

  • 10

    9. Building your Dashboard

    • Building your Dashboard

    • Lab 09 - Building your Dashboard

    • Overview

    • Dashboard build Secrets

    • Using the Camera Tool

    • Edit & Shape Images for your Dashboard

    • Finalise Dashboard Design

    • Activate Auto Refresh For New Data

    • Final Review, Protect WorkBook & WorkSheet

    • Chapter Quiz

  • 11

    10. Evaluation & Certificate

    • Instructions

    • Before you go...

  • 12

    Bonus Material

    • 50 Excel Keyboard Shortcuts for Windows

    • 50 Excel Keyboard Shortcuts for Mac

    • How to Attach your Certificates to your LinkedIn Profile

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  • How does Virtual Training Work?

    You cover fundamentals of Excel for the first 2 weeks on this platform with over 200 knowledge videos. Then you join a Virtual class to cover 10 virtual sessions.

  • How long is each Virtual Session?

    Each Virtual Session lasts two hours and is highly interactive. There is a 15 minute break in the middle and it is fully instructor led.

  • How long do I have access to the course content and platform?

    You have access to this platform will all the course content, videos, exercise files and access to the trainer via discussion forum for life. We will never switch you off.

  • Can I defer my Session?

    Deferral requests are treated on a case by case basis. Please email training@dbrownconsulting.net with your request.

  • Are the videos available offline?

    Our videos are only available for streaming online. But you can download all exercise files and materials.

Some of our Clients

Featured Testimonial

“Your course on Report Automation in Modern Excel is indeed an eye opener as to the many possibilities in Microsoft Excel. The training is superb and very informative with great content. I enjoyed every minute of the videos and it has provided me with a greater level of understanding, additional skills and knowledge, to aid my numerous tasks in the office. Report Automation in Modern Excel is suitable for all who analyze data. The course delivery is excellent. DBrown Consulting, please keep it up.”

Grant Onyeukwu

“Excellent, I Would Surely Recommend This Another Person very detailed and insightful, solved real life problems Clearly explained the concept in simple terms such that it was easy to learn and apply the concepts ”

Catherine Ezediaro

“Mr David was very interactive in his teaching style and he helped create a desire to work more proficiently, using what we have at our disposed. ”


David Brown

FCA, Microsoft MVP

David has worked with and taught Excel and financial modelling to over 4,000 people in the last 22 years. He is the Managing Partner of dbrownconsulting where he runs the Consulting Division.He is a Fellow of the Institute of Chartered Accountant of Nigeria & a Financial Analyst with over 16 years experience working as a Business intelligence, Financial Modelling & Tax Consultant with Arthur Andersen, KPMG & dbrownconsulting.He is also an International Consultant to the World Bank on Oil Revenue Modelling and is a registered financial adviser.David attained the Master Trainer & Master Instructional Designer designation from the Association for Talent Development (ATD).He is passionate about Financial Modelling, Business Intelligence and Analytics especially with Microsoft Power BI and Excel and regularly host meetups and speaker event in Nigeria and around the world.