This program provides advanced, step-by-step training in Excel reporting and financial analysis, covering both technical functions and strategic design:

Excel Functions for Financial Reporting
• Advanced formulas for financial calculations (INDEX, MATCH, IF, SUMIFS, VLOOKUP/XLOOKUP).
• Conditional formatting for highlighting variances and exceptions.
• Error handling and audit tools for clean, reliable reports.

Pivot Tables and Pivot Charts
• Creating multi-dimensional financial summaries.
• Grouping, filtering, and segmenting data by period, category, and region.
• Building pivot-based dashboards and analytical visuals.

Designing Financial Reports and Templates
• Structuring balance sheets, income statements, and cash flow reports in Excel.
• Creating linked reports that update automatically from raw data.
• Embedding documentation, comments, and notes for review and audit purposes.

Dashboards and KPI Reporting
• Designing executive dashboards with dynamic charts, gauges, and slicers.
• Visualizing trends, variances, and ratios to support real-time decision-making.
• Linking KPIs to data sources for continuous monitoring.

Power Query and Data Automation
• Automating data imports and transformations.
• Combining and cleaning datasets from multiple sources.
• Scheduling and refreshing reports automatically.

Financial Modeling and Scenario Analysis
• Creating dynamic financial models for forecasting and planning.
• Using data tables and scenario manager to evaluate business outcomes.
• Presenting outcomes through summary reports and visuals.

Audit and Control Techniques
• Building error-proof templates with data validation and structured input sheets.
• Protecting worksheets, locking formulas, and controlling user access.
• Implementing controls for report consistency and version tracking.

Practical Applications and Case Studies
• Exercises based on real-world financial reporting scenarios.
• Templates for monthly reporting, management packs, and budget analysis.
• Hands-on case studies tailored to participants’ industries.

This course emphasizes practical implementation, and participants are encouraged to bring their own datasets or reporting challenges for personalized guidance.

Advanced Business and Financial Reporting Using Excel Training Course in London

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