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Training Courses

Advanced Business and Financial Reporting Using Excel

Course Code
FA65
Category
Finance And Accounting
Course ID
2556
Course Outline

Course Overview

This DIXONTECH course provides finance and business professionals with the skills to design, analyze, and automate advanced financial reports using Microsoft Excel. The program integrates data analytics, dashboard visualization, and financial modeling to improve reporting accuracy and decision-making. Participants will learn to convert raw financial data into meaningful insights through dynamic dashboards, pivot tables, formulas, and automation tools aligned with global reporting standards.

TRAINING TOPICS

  • Advanced Excel functions for financial analysis
  • Building dynamic financial statements
  • Data modeling and Power Query for automation
  • Dashboards, pivot tables, and visualization techniques
  • Financial ratios and performance reporting
  • Integrating Excel with business intelligence tools

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Create powerful, automated Excel reports for financial insight and decision-making.

  • Design professional financial reporting models
  • Analyze complex financial data efficiently
  • Automate recurring reports using Excel tools
  • Develop dashboards and visualization reports
  • Apply Excel formulas for profitability analysis
  • Integrate Excel with Power BI and other tools
  • Improve accuracy, transparency, and speed in reporting

TRAINING IS TAILORED TO

Finance and business professionals seeking analytical and reporting mastery.

  • Financial Analysts and Accountants
  • Finance and Budget Managers
  • Business and Data Analysts
  • Controllers and CFO Assistants
  • Auditors and Reporting Officers
  • Excel Power Users and Consultants
  • Business Intelligence Professionals

TRAINING METHODOLOGY

DIXONTECH applies a highly practical and interactive methodology focused on real-world financial reporting scenarios. Participants will build live Excel models, automate data preparation, and design dashboards that reflect professional reporting standards. The sessions combine theory, guided exercises, and case-based simulations.

DAY 1

EXCEL FUNDAMENTALS FOR FINANCIAL REPORTING

  • Essential Excel tools for financial professionals
  • Advanced formula review: IF, VLOOKUP, INDEX-MATCH
  • Structuring data for accurate financial reports
  • Formatting and standardization best practices
  • Linking and consolidating financial data across sheets
  • Building templates for income statements and balance sheets
  • Exercise: creating an automated trial balance report

DAY 2

ADVANCED DATA ANALYSIS AND AUTOMATION TOOLS

  • Using Power Query for data cleaning and transformation
  • Automating data imports and updates
  • Combining multiple data sources dynamically
  • Creating parameter-driven financial reports
  • Building financial models using named ranges and tables
  • Troubleshooting and auditing large financial models
  • Workshop: automating monthly reporting cycles

DAY 3

DASHBOARDS AND FINANCIAL VISUALIZATION TECHNIQUES

  • Designing interactive dashboards with Excel charts
  • Building pivot tables and pivot charts for analysis
  • Using slicers and timelines for dynamic control
  • KPI visualization with conditional formatting
  • Creating executive dashboards for performance reporting
  • Dashboard layout and visual hierarchy principles
  • Case study: visualizing a company’s financial performance

DAY 4

FINANCIAL ANALYSIS AND RATIO REPORTING

  • Income statement, balance sheet, and cash flow integration
  • Key financial ratios and performance indicators
  • Trend and variance analysis using Excel functions
  • Automating ratio calculations and reports
  • Linking KPIs with strategic financial goals
  • Using scenario and sensitivity analysis for planning
  • Simulation: ratio-driven financial performance dashboard

DAY 5

INTEGRATING EXCEL WITH BI AND REPORTING TOOLS

  • Linking Excel with Power BI and external databases
  • Using Power Pivot and DAX for advanced analysis
  • Exporting dashboards to PowerPoint and PDF
  • Automating report distribution via Excel and Outlook
  • Best practices in financial reporting governance
  • Advanced tips for efficiency and error control
  • Capstone project: developing a full reporting automation system

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.