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Description
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Accountants, Finance Professionals and Business Managers 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.
This workshop qualifies for 14.0 CPE hours in Information Technology (Category 5).
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.