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

What is Financial Report/ Dashboard
Principles of reporting
Using Advanced formulas to create dynamic data
Merging multiple datasets
Hands on exercises

Using advanced visual techniques for reporting

Profitability ratios
Liquidity ratios
Solvency ratios
Cashflow charts
Waterfall charts

Creating advanced Pivot table reports:

Creating complex Pivot charts
Creating summaries in Pivots
Using Slicers in Pivot Table
Creating graphical representations through pivots
Customizing pivot data
Creating reports out of pivot tables
Introduction to Power Pivots

Creating advanced reports and dashboards:

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

Learning advanced dashboard capabilities

Convert raw data to useful management reports / dashboards for Management Monthly Presentations
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

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