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2023: Agile Excel - reporting and dashboards

Full

Virtual
All Locations
Data Analytics
Jan
1
Sun
-
Dec
31
Sun
09:30
-
PM
12:30GMT
Schedule Description: Learn to present financial information in a clear and concise manner, with dynamic graphs and charts that can be refreshed at the click of a button.
Description
Learn to present financial information in a clear and concise manner, with dynamic graphs and charts that can be refreshed at the click of a button.
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Agile Excel - reporting and dashboards

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Find out how to create impactful management reports and dashboards in Excel which will give valuable insights into the key performance indicators of the business. 

"Excellent. Really beneficial."

Delegate feedback

Learning outcomes:

  • Develop tailored front-end management information reports
  • Design and create interactive graphs and charts that will become an integral part of your monthly reporting
  • Create simple and robust Excel models that are adaptable, flexible and easy to use
  • Combine formulas to produce dynamic results as underlying data is refreshed
  • You will gain hands-on experience of using a wide range of Excel features from conditional formatting, data filtering and form controls

Computer Requirements:
You will need a PC laptop equipped with Excel 2007/2010/2013/2016/2019 to complete this course. We do not recommend Apple products.
A set of model examples will be provided for use during the course.
Online support is available after the course for continued dialogue with the tutor.

Competency requirements:
Delegates should be able to construct an =IF statement in Excel before attending this course

 

Who should attend?

Anyone involved in presenting financial information in a clear and concise manner and creating dashboards. For people of all levels, Analyst, Manager, Trusted Advisor and Business Leader.

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This course is for:

Capability Framework

What is a virtual classroom?

A virtual classroom provides the same great learning experience as other ICAEW training, except one difference, you can learn from your desk.

Being delivered online makes it so much easier to access in a busy working week and would definitively recommend this type of training. The breakout rooms work really well to allow you to get to know the other participants and share experiences.

Virtual classroom delegate

The focus is on the learner and creating an enriching classroom experience that connects participants globally. Using video, learners can converse and interact with the trainer and other learners in real-time. Whiteboards, break-out sessions, polls, screen-sharing, and interactive Q&A create an immersive learning experience.

I think the virtual training format using Zoom, and the survey features, and break out rooms, really works great. I had no problems engaging with the facilitator and felt he listened to what we said, and kept the pace of the content moving steadily.

Virtual classroom delegate

Secure your place now and keep your skills and knowledge up-to-date.

How do I attend a virtual classroom?

Once you've booked your session, you will receive an email with your booking confirmation. The steps you will need to follow to attend your virtual classroom will arrive in a separate email closer to the date of your course.

Tim Heng BAppFin (Hons), MCom (Actuarial).

"Tim is an excellent trainer and explains everything really clearly. It's really easy to follow him step by step."

Delegate feedback

Tim has over 10 years’ experience in developing and reviewing financial models across a range of industries and sectors, throughout Australia and internationally. He works with clients to develop bespoke modelling solutions for business challenges, using a combination of Excel, VBA, and Power BI and database analytics.

He has previously held credit and marketing analytics roles at Toyota and the Commonwealth Bank of Australia, project finance banking at OCBC Bank, and was an Associate Director at Corality Financial Group, where he managed model development and audit projects and headed up the Training Academy. Currently he is a Director of Australian consulting firm SumProduct.

He has worked across the world, with clients in Australia, Canada, Hong Kong, Indonesia, Japan, Malaysia, New Zealand, Singapore, United Kingdom, United States and Vietnam, as well as numerous projects based throughout Africa. These assignments have involved the development of strategic corporate and project-based financial models, model reviews, development of dashboards and reports, training of analysts and senior staff.

 

Rate Price
ICAEW Member £395 + VAT
Non-Member £595 + VAT

 

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person. 

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form

 

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