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Building Interactive Financial Models & Dashboards with Excel

This workshop is designed for finance and accounting professionals, who work on excel reporting regularly and need to understand reporting nuances to creative efficient reports quickly in their day to day work.

This workshop is focused on learning excel formulae’s and functions and need to understand excel shortcuts to use them in their daily routines.

In addition this training will focus on learning to present the data and create impactful financial dashboards for Management and board members using most important visualization and charts

This workshop will also focus on lot of data cleaning and data mining methods to ensure large datasets can be handled seamlessly leading to increased productivity of every participant

Our expert trainer will help you gain expertise on the interface of excel though hands on exercises and practical examples to learn more on excel reports and functrionalities, formulas and functions, charts, graphics and many more excel features and functionalities to perform your tasks efficiently.

Course Outline

Report designing

  1. What is Financial Report/ Dashboard
  2. Principles of reporting
  3. Using Advanced formulas to create dynamic data
  4. Merging multiple datasets
  5. Hands on exercises

Using advanced visual techniques for reporting

  1. Profitability ratios
  2. Liquidity ratios
  3. Solvency ratios
  4. Cashflow charts
  5. Waterfall charts

Creating advanced Pivot table reports:

  1. Creating complex Pivot charts
  2. Creating summaries in Pivots
  3. Using Slicers in Pivot Table
  4. Creating graphical representations through pivots
  5. Customizing pivot data
  6. Creating reports out of pivot tables
  7. Introduction to Power Pivots

Creating advanced reports and dashboards:

  1. Using data extracts from XERO, TALLY and Quickbooks as data sources
  2. Data cleaning and making it useful for further creation of dashboards

Learning advanced dashboard capabilities

  1. Convert raw data to useful management reports / dashboards for Management Monthly Presentations
  2. Creating Sample dashboards using dynamic charts and tables using dropdowns

Some additional functionalities to create intuitive Financial dashboards

Learning Outcomes

At the end of the workshop the participants will be able to increase productivity and enhance efficiency in their day to day work by Analyzing their excel files much better, will be confident on using multiple formulae’s, Gain expertise of excel functions and its features, and self-confident on data cleaning and slicing and dicing the data for further analysis and interpretation.

In addition participants will be able to express the data graphically in a way that helps them to represents complex data sets through best visual representations and work on large and complex reports and dashboards

Who Should Attend

At the end of the workshop the participants will be able to increase productivity and enhance efficiency in their day to day work by Analyzing their excel files much better, will be confident on using multiple formulae’s, Gain expertise of excel functions and its features, and self-confident on data cleaning and slicing and dicing the data for further analysis and interpretation.

In addition participants will be able to express the data graphically in a way that helps them to represents complex data sets through best visual representations and work on large and complex reports and dashboards

You can discuss your unique requirements at +65 84831463 or simply fill the required details on Enquiry Now Page and send us at info@outsourcingwise.com

Enquire Now

Course Cancellation / Reschedule Policy

OutsourcingWise reserves the right to cancel or reschedule the course due to unforeseen circumstances. If the course is cancelled from our end, management will refund 100% to its participants

Note: the minimal class size to start the class would be 3 pax