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Accounting and Finance Professionals often have to present numerous financial results and numerical data to various stakeholders. How do you report and present these numerical information that is quickly and easily understandable?

This practical workshop is specifically designed to introduce effective and efficient techniques to create dynamic and interactive reports and charts. With her accounting and finance background and experience, the Trainer will share with you how these skills acquired can be applied in real life.

You will learn to produce dynamic reports that allow direct user interface, and practical examples and exercises will also be shared to facilitate learning and direct application.

What you will learn

By the end of the workshop, you will :

  • Learn how to design visually appealing and dynamic reports and charts
  • Use with confidence Excel’s advanced formulas to improve your efficiency
  • Learn how to develop interactive reports and dynamic charts for decision making

Programme Outline

Introducing Data Analysis

  • What is a Data Model
  • Understanding formula types
  • How to troubleshoot formulas

How to build Tables for Data Analysis

  • Understand Tables and Table features
  • Perform Sort and Advanced Filter

Data Analysis Techniques

  • Conditional Formatting
  • Data Validation
  • Consolidate data from multiple worksheets

How to make your data more meaningful

  • Get pivot data
  • Slicers
  • Icon sets and Data bars
  • Sparklines
  • Speedometer Chart
  • Progress Chart

Excel Data Analysis Functions

  • Relative vs Absolute referencing
  • Using names
  • Vlookup
  • Index
  • Choose & Match
  • IF function
  • Iferror
  • Find / Search
  • Sumifs

Working with text and dates

  • Text functions
  • Date functions

Building Interactive Reports and Charts in Excel through

  • Excel formulas
  • Forms Controls
  • Macros

List of most commonly used Excel Keyboard Shortcuts

This is a 2-day intensive programme where participants will get to apply their knowledge with hands-on exercises, guided by the Trainer.

Participants are required to bring along their laptops, equipped with Excel 2013 and above with full installation. Participants should have basic knowledge of Excel.

Target Audience

Accountants, Finance Professionals and Business Managers with basic knowledge of Excel and would like to take their skills further to create dynamic reports and charts

Expert Speaker

Wong Suet Yin

Suet Yin graduated from the National University of Singapore with an accounting degree and is a member of the Institute of Singapore Chartered Accountants (ISCA). She has more than 20 years of working experience in the areas of accounting, tax, project management and training, and has held several management positions with large MNCs.

Suet Yin is very passionate in training and is always ready to share her knowledge with others. She also customises her training to suit individuals’ and their corporations’ requirements. She adopts a pragmatic real world approach during training and believes in making her training fun and enjoyable.

This is a 2-days face-to-face event to be conducted on 25 - 26 January 2021.

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Our webinars operate on a 'one-connection-one-fee' basis, so you can have your whole team participate together in a boardroom setting for one cost effective price, using one registered log-in connection. The registered attendee will receive a CPD certificate.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! Recordings are provided for webinars with a duration of 3 hours and less.