Certificate in Business Reporting Using Excel

The fact is that Excel is the accountant's, finance and business professional's best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation. This is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company.

Frankfurt - GermanyAccounting and Finance

Course schedules

Upcoming dates Classroom

Start date	End date	Location	Fee	Registration
12 Oct 2026	16 Oct 2026	Frankfurt - Germany	€1,625 + VAT	→
9 Nov 2026	13 Nov 2026	Barcelona - Spain	€1,925 + VAT	→
14 Dec 2026	18 Dec 2026	Barcelona - Spain	€1,925 + VAT	→
18 Jan 2027	22 Jan 2027	Istanbul - Türkiye	€1,425 + VAT	→
15 Feb 2027	19 Feb 2027	Cape Town - South Africa	€2,125 + VAT	→
15 Mar 2027	19 Mar 2027	Barcelona - Spain	€1,925 + VAT	→
19 Apr 2027	23 Apr 2027	Paris - France	€2,250 + VAT	→
17 May 2027	21 May 2027	Frankfurt - Germany	€1,625 + VAT	→

Request an in-house date

Online live Remote

12 - 16 October 2026 €1,050 + VAT → 9 - 13 November 2026 €1,050 + VAT → 14 - 18 December 2026 €1,050 + VAT → 18 - 22 January 2027 €1,050 + VAT → 15 - 19 February 2027 €1,050 + VAT → 15 - 19 March 2027 €1,050 + VAT → 19 - 23 April 2027 €1,050 + VAT → 17 - 21 May 2027 €1,050 + VAT →

Why Attend

This is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company.

Course Objectives

Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data analysis skills
Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
Develop special flash and management reports by linking-up Excel with Access, web, text, SQL, and other databases
Repeat tasks and generate reports efficiently by recording, running and editing macros
Acquire numerous tips and tricks that will improve working efficiency

Designed for

This program is intended for professionals involved in Accounting and Finance.

Business, finance and accounting professionals, senior and junior accountants, business analysts, 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 Methodology

20% of the course is ‘design and structure’ focused while 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on a daily basis.

Course content

Day1

Data massaging: tools and techniques

Consolidating data from separate files and sheets
Advanced data validation using lists, dates and custom validation
Cell management tools: left, right, mid, concatenate, value
Naming, editing, and managing cells and ranges
Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
Looking-up data, texts, and values using Vlookup
The incredible table-tools technique
Slicing dates into day names, weeks, week numbers, month names, years and quarters
Text to columns and dynamic trimming using Trim, Len
Managing texts and numbers using replace, find, and substitute
Text change functions

Day2

Reporting, analysis and reconciliations using pivot tables

The 20 must learn rules
Creating pivot tables
Number formatting techniques
Designing report layout
Sorting in ascending, descending and more sort options
Filtering labels and values
Expanding and collapsing reports
Summarize data by sum, average, minimum, maximum, count
Show values as % of total and % of
Pivot table options
Drill down option
Showing report filter pages
Inserting formulas
Date analysis
Copying pivot tables
Creating pivot charts
Dynamic chart labeling
Mastering the slicer
Linking pivot tables and pivot graphs with PowerPoint
Conditional formatting with pivot tables
Designing reports using GetPivotData

Day3

Modeling and integration techniques

Perform 'what-if' analysis using spinner
Check box data modeling with 'if' function
Option button data modeling with 'if' function
List box data modeling with 'Choose' function
Linking Excel with text files
Linking Excel with databases (Access)
Linking Excel with multiple Excel files and SQL
Linking Excel with internet
Linking Excel with Excel
Scenario manager

Day4

Introduction to learning the ultimate tool in Excel: ''Macros''

Macro basics
Planning a macro
Designing your control board
Recording macro
Testing macro
Editing macro
Macro workshops
Advanced filter with macro

Day5

Tips and tricks in Excel

Data entry form
Custom list
Camera tool
Text to speech
Protecting worksheets and workbooks

The certificate

SPARK Training Certificate of Completion is awarded to participants who attend and complete the full training course.

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