Course Rationale
The main purpose of Business Intelligence (BI) in a business is to help corporate executives, business managers and other operational workers make better and more informed business decisions. Companies and organisations also use Business Intelligence to control costs, identify new business opportunities, and spot inefficient business processes. It helps them gain insight into key business drivers in order to improve performance. Therefore, a good BI tool is one that is able to timeously collect Key performance Indicators (KPIs) and summarising them on to a dashboard.
A really good BI is one that is based on a key understanding of the key business drivers and their relation and effect on performance. But what is the real value of a good BI solution? The real value is not in the Report, It is in the Refresh or Update capability. No value is earned by having to rebuild the solution each time, requiring time and effort repeatedly. The real essence is in making the report quick, accurate, automated and real time. This is where the Pivot Table superbly answers the call.
Who this course is for
This training is designed for Chief Accountants, Accountants, Economists and Planners, Project officers, Assistant accountants, Accounts officers, Budget officers, Finance Managers, Finance officers, Auditors, Audit assistants, Audit officers, Treasurers, Financial Analysts, Tax Consultants, Investment professionals and other interested professionals who want to transform their Excel skills to the next level and move from building simple excel models to Complex financial models. Employees from Public and Private organizations are highly invited. For those want to develop data analysis and reporting skills, this training is a perfect match to their career goals!
Course contents
- How to prepare an Income Statement & balance Sheet in minutes;
- Using VBA and Pivot Tables be able to produce a dynamic top/bottom (X) items customer/performance lists/expense reports;
- How to create and be able to select a Monthly P&L report with a Slicer
- Scenario Management using Slicers: Base, Best & Worst case Forecast
- Management Reporting: Actuals v Plan with Calculated Fields
- Master how to create an Accounts Receivable Ageing Report Matrix
- Mastering how to create Pivot Table Slicer & Chart Dashboard
- Creating a P&L Pivot Table report with Graphs
- Interactive Balance Sheet Pivot Table
- Sales Forecasting with Calculated Fields
- Perform Consolidation with a Pivot Table
- Frequency distribution with a Pivot Table
- Break Even Model
- Monthly Sales Manager Performance Report
- Reconciling customer payments
