Course Information

Introduction

This five-day course teaches advanced Excel skills you can use immediately. It focuses on scalable reporting, data preparation, and automation. You will work with real datasets and build repeatable solutions. The goal is fewer manual steps and more reliable analysis.

Objectives

1. Build pivot-table reports and interactive dashboards with slicers and timelines.
2. Use Power Query to extract, clean, and combine data from multiple sources.
3. Create data models in Power Pivot and write DAX measures for accurate aggregation.
4. Write advanced formulas (XLOOKUP, INDEX/MATCH, dynamic arrays, LET, LAMBDA) to solve complex calculations and lookups.
5. Automate repetitive tasks with macros and basic VBA to create reproducible report workflows.

Who Should Attend?

1. Financial analyst responsible for monthly and ad-hoc reporting.
2. Management accountant preparing consolidated reports and forecasts.
3. Business analyst who cleans and models data for stakeholders.
4. Reporting or BI analyst building Excel-based reports and dashboards.
5. Operations manager who creates and maintains performance reports.

Training Method

• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts

Program Support

This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.

Daily Agenda

Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection

Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.