Report Automation in Modern Excel
Learn a powerful methodology to automate any report & dashboard in Excel (with no VBA) & watch it update all by itself every minute.
Learn Report Automation in Excel Today
This course teaches you a practical approach to automate Reporting from a simple dataset in Excel using a modern approach.
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.
Course Curriculum
Here's what you'll learn...
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Requirements & How to Complete the Course
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How to use the Platform
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Course Overview
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Trainer Profile
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Download Exercise Files
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Before we Begin
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Ask the Trainer
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The Reporting Infrastructure
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Lab 01 - How Excel Works
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Reporting Framework & the 7 Golden Rules of Data
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The role of the Control & Report Sheets
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How Excel Works
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Managing Dates, Validations & Format Styles
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Chapter Quiz
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Get Data with Power Query
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Lab 02- Get Data with Power Query
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Getting External Data into Excel
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Connect to Excel Files in a Folder
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Consolidate Excel Workbooks
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Transform Data Types
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Loading your Query to Excel
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Chapter Quiz
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Report Building Blocks
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Lab 03 - Report Building Blocks
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Simple Report Template
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Identify your Report Criteria
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Automate with SUMIFS
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SUMIFS & the Date Criteria Hack
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Chapter Quiz
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Building a Control Infrastructure
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Lab 04 - How to Build a Control Infrastructure
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Why We Need Date Controls
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Framework for Date Controls 1of2
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Framework for Date Controls 2of2
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How to Activate a Combo Box Form Control
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Inserting Combo Box Controls
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Linking Combo Boxes To Excel
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Extract Combo Box Data with the INDEX Function
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Chapter Quiz
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Build a Dynamic Date & Report Selector
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Lab 05 - Build a Dynamic Date & Report Selector
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Extract End Date From Combo Boxes
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Create a Flexible Financial Year Start Month
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Automate Start Month with CHOOSE & ROUNDUP
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Complete the Date Automation Process
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Plug the Combo Box into Your Report Sheet
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Chapter Quiz
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About this course
- $99.00
- 87 lessons
- 3.5 hours of video content
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. ”
Instructor
David Brown
FCA, Microsoft MVP
[email protected]
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.