CERTIFICATE IN DATA ANALYSIS AND BUSINESS REPORTING TECHNIQUES USING EXCEL

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COURSE OVERVIEW

There is no doubt that Excel is the accountant’s, finance and business professional’s best friend! You and I know how over-whelmed we are with the abundance of unstructured data. Monthly, quarterly and annual closing are immensely data driven and require moving and exporting data from ‘ERPs’ and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.

This course is Excel based allowing you to develop an exclusive level of expertise and adding immediate value to your job.

COURSE OBJECTIVES

By completely attending this course, participants will be able to:

Competency I:

  • Apply massaging and normalization techniques to unstructured data to prepare it for analysis.
  • Identify and address data quality issues such as duplicates, missing values, and outliers.
  • Use Excel tools and functions to clean, transform and restructure data.

Competency II:

  • Create Pivot Tables to perform data analysis and produce insightful reports.
  • Customize scorecards and management reports to meet specific needs.
  • Use advanced Pivot Table features such as calculated fields, groupings, and slicers.

Competency III:

  • Design dynamic reporting models using different modeling techniques, such as scenario analysis, forecasting, and trend analysis.
  • Perform What-If-Analysis to explore various business scenarios and their potential outcomes
  • Use Excel’s advanced charting and visualization tools to create dynamic and interactive reports.

Competency IV:

  • Integrate Excel with various file types such as Access, web, text, SQL, and other databases.
  • Use Excel’s built-in data connectors and import/export features to retrieve and update data automatically.
  • Create automated reports that refresh and update data in real-time.

Competency V:

  • Record and edit macros to automate repetitive tasks and increase efficiency.
  • Use Excel’s VBA programming language to write customized code and automate complex tasks.
  • Generate reports and perform data analysis efficiently by running and editing recorded macros.

 

Note

This course requires the use of laptops with Excel 2016/2019/365. Delegates must bring their own laptops with Windows-based Excel fully installed.

accounting for non accountants

TARGET COMPETENCIES

  • Massaging and Normalizing Data
  • Pivot Tables Reporting
  • Modeling Techniques
  • Integration and Linking
  • Macros and Automation

This course is designed to suit aspiring professionals Interested in data analytics, analysis, business reporting and data visualization. This includes:

  • Business Unit Managers
  • finance and accounting professionals
  • Senior and Junior accountants
  • Business analysts
  • Research professionals
  • Marketing and sales professionals
  • Administrative staff
  • Supervisors
  • General business professionals

This is a hands-on course with about 20% on design and structure and 80% uses MS Excel as a commanding tool to perform routine and periodic tasks. Individuals will be required to complete exercises, case studies, and projects on a daily basis.

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