Advanced Business and Financial Reporting Using Excel

Turning Financial Data into Dynamic Reports, Models, and Dashboards

Advanced financial reporting requires more than accurate spreadsheets. Finance professionals need to organise data efficiently, build reliable models, visualise performance clearly, and automate repetitive reporting tasks so decision-makers can access timely and meaningful information.

The Advanced Business and Financial Reporting Using Excel course develops practical Excel capabilities for business and financial reporting. Across five days, participants explore advanced formulas, data modelling, financial statement preparation, dashboards, external data connections, Power Query, Power Pivot, macros, and introductory VBA.

The programme focuses on practical application, helping participants build more dynamic, automated, and decision-oriented reporting solutions that improve efficiency, accuracy, and visibility over business performance.

You'll Learn How To

• Apply advanced Excel tools to business and financial reporting.
• Structure models using an input-process-output architecture.
• Consolidate and validate financial data effectively.
• Use advanced formulas for reporting and analysis.
• Build dynamic financial models and forecast statements.
• Prepare reports from General Ledger data.
• Develop vendor and customer analysis reports.
• Create interactive dashboards and scorecards.
• Use PivotTables, Power Query, and Power Pivot effectively.
• Build dynamic charts and visual performance reports.
• Connect Excel with external files, databases, and web data sources.
• Refresh and manage external data connections.
• Understand the role of OLAP in analytical reporting.
• Automate repetitive reporting tasks using macros.
• Apply basic VBA logic to enhance Excel models and workflows.