Advanced Excel Modelling
for Business and Financial Reporting.

01 - 05 July 2024
Sandton Centre, Johannesburg South Africa


Register Now! Limited Seats Available!

R17, 999.00 Per Delegate

Course overview:

Microsoft Excel spreadsheet software has become an integral part of most business organizations across the world. It offers a grid interface that allows the user to organize any type of information they require. One of the major advantages MS Excel spreadsheet software is its flexibility feature which allows the user to define the structure of information they need to manage with ease for specialized tasks. 

This advance Excel training is designed for established users who want to learn how to further exploit Excel’s complex functionality and vast array of formulas to more efficiently manage, report and analyse data. This session can also include exploring and overcoming specific business issues with delegates. 

Course Objectives:

By the end of the Advanced Business and Financial Reporting using Excel Course, participants will be able to:

  • Advance learners Excel skills to new heights of business reporting expertise.
  • Plan efficient business reporting and reconciliation models.
  • Design, prepare, and email business and accounting reports in minutes.
  • Develop dynamic business dashboards and scorecards to assist professionals in measuring performance and enhance decision-making.
  • Use advanced report development techniques by linking-up Excel with Access, Web, Text, SQL, Oracle, and other databases.
  • Use macros to speed-up their routine and repetitive tasks.
  • Advance their Excel skills to new heights of business reporting expertise.

Targeted Audience:

  • Business,
  • Finance and accounting professionals
  • Business analysts,
  • Business Support
  • Accountant – Business Support
  • Research professionals,
  • Marketing and sales professionals,
  • Administrative staff,
  • supervisors,
  • General business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Course Outline:

The Advanced Tools

  • Dynamic Consolidation and Multiple Consolidation Ranges.
  • Data Validation.
  • Multiple Scenario Manager.
  • Pivot Tables – Advanced.
  • List, Check, Option, and Spinner Data Modelling.
  • Advanced Formulas Techniques.
  • Data Tables.

Dynamic Data Consolidating

  • How a Model Should Work.
  • Designing the Input, Process, and Output.
  • Developing a Forecasted Financial Statement.
  • Developing Financial Statements Using the GL.
  • Prepare Vendor and Customer Analysis Reports.
  • Build Automated Budgeting and Business Models.
  • Two-Dimensional Data Tables

Dashboarding and Scorecards

  • The Ultimate Business Reporting Tool.
  • Creating your Flash Management.
  • Updating your Dashboard in One Click.
  • Using Dynamic Labelling and Dynamic Graphing.
  • Designing and Building Scorecards.

Advanced Report Development

  • Working with External Data Sources.
  • Connecting to Text and Importing from Delimited Files.
  • Managing External Data Sources.
  • Connecting to Access Database.
  • Connecting with SQL Databases.
  • Connecting to Web Data Sources.
  • Creating a Data Source for Online Analytical Processing – OLAP
  • Building Report Solutions

Macro-Charged Modelling and Reporting

  • The Rules of Macro Recording and Editing.
  • Building Navigation Buttons for your Model.
  • Adding and Configuring Controls.
  • Working with LOOP, IF, Msg-box, and Input Dialogue Box.
  • Building the One-Stop-Shop for your Daily Tasks and Activities.
  • Automating the Process of Performing Daily Tasks.

End of the workshop



While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.

For Registration and other Training arrangements,
contact us on the detail below.

SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389 /