Active Course
Advanced Excel & Financial Reporting
About this course
An advanced, practical course in Microsoft Excel and Financial Reporting covering spreadsheet fundamentals, complex formulas, Power Query, Power Pivot, financial statements, dashboards, VBA & Macros, and AI-powered spreadsheet analytics.
Course Curriculum
• Excel Essentials
• Introduction to Microsoft Excel
• Workbook & Worksheet Management
• Rows, Columns & Cells
• Data Types
• Cell Formatting
• Number Formatting
• Custom Formatting
• Auto Fill & Flash Fill
• Find & Replace
• Freeze Panes
• Sorting & Filtering
• Data Validation
• Conditional Formatting
• Named Ranges
• Worksheet Protection
• Formula Fundamentals
• Cell References
• Relative, Absolute & Mixed References
• Formula Auditing
• Error Handling
• Nested Functions
• Dynamic Arrays
• Mathematical Functions
• SUM
• SUMIF & SUMIFS
• ROUND Functions
• SUBTOTAL
• AGGREGATE
• PRODUCT
• MOD
• CEILING & FLOOR
• Logical Functions
• IF
• IFS
• AND
• OR
• NOT
• SWITCH
• IFERROR
• IFNA
• Lookup & Reference Functions
• VLOOKUP
• HLOOKUP
• XLOOKUP
• INDEX
• MATCH
• INDEX & MATCH Combination
• OFFSET
• INDIRECT
• CHOOSE
• Text Functions
• LEFT
• RIGHT
• MID
• LEN
• TRIM
• CONCAT
• TEXTJOIN
• SUBSTITUTE
• REPLACE
• TEXT
• VALUE
• Date & Time Functions
• TODAY
• NOW
• DATE
• YEAR
• MONTH
• DAY
• DATEDIF
• EDATE
• EOMONTH
• NETWORKDAYS
• WORKDAY
• Data Preparation
• Data Cleaning
• Remove Duplicates
• Text to Columns
• Flash Fill
• Missing Data Handling
• Data Validation Rules
• Data Consolidation
• Importing CSV Files
• Importing Excel Files
• Data Transformation
• Advanced Data Analysis
• Sorting Techniques
• Advanced Filtering
• Custom Filters
• Grouping Data
• Subtotals
• Pivot Preparation
• Data Relationships
• Structured Tables
• Named Tables
• Dynamic Ranges
• Pivot Tables
• Creating Pivot Tables
• Pivot Fields
• Pivot Calculations
• Grouping
• Filtering
• Sorting
• Calculated Fields
• Pivot Formatting
• Multiple Data Sources
• Pivot Best Practices
• Pivot Charts
• Column Charts
• Bar Charts
• Line Charts
• Pie Charts
• Combo Charts
• Interactive Charts
• Dashboard Development
• KPI Dashboards
• Interactive Dashboards
• Slicers
• Timelines
• Dynamic Charts
• Dynamic Reports
• Executive Dashboards
• Business Performance Dashboards
• Financial Dashboards
• Automation Techniques
• Financial Fundamentals
• Introduction to Financial Reporting
• Financial Statements Overview
• Income Statement
• Balance Sheet
• Cash Flow Statement
• Profit & Loss Statement
• Trial Balance
• Ledger Concepts
• Budgeting Fundamentals
• Financial KPIs
• Financial Analysis
• Revenue Analysis
• Expense Analysis
• Profitability Analysis
• Cost Analysis
• Variance Analysis
• Budget vs Actual Analysis
• Trend Analysis
• Ratio Analysis
• Cash Flow Analysis
• Financial Forecasting
• Advanced Reporting
• Power Query Fundamentals
• Data Import
• Data Transformation
• Query Editor
• Merge Queries
• Append Queries
• Refresh Automation
• Data Modeling Basics
• Power Pivot (Introduction)
• Relationships
• Business Reporting
• Sales Reports
• Inventory Reports
• HR Reports
• Finance Reports
• Marketing Reports
• Operational Reports
• Executive Summary Reports
• KPI Reporting
• MIS Reporting
• Decision Support Reports
• Productivity Features
• Named Ranges
• Dynamic Formulas
• Advanced Conditional Formatting
• Data Validation Automation
• Workbook Linking
• External Data Connections
• Formula Optimization
• Workbook Optimization
• Collaboration Features
• Excel Templates
• VBA & Macros (Introduction)
• Introduction to VBA
• Macro Recorder
• Running Macros
• Editing Macros
• Basic VBA Syntax
• Variables
• Loops
• Conditions
• Automating Reports
• Practical VBA Examples
• AI-Powered Excel
• Microsoft Copilot for Excel
• ChatGPT for Excel
• Claude for Financial Reports
• Gemini for Spreadsheet Analysis
• AI Formula Generation
• AI Data Cleaning
• AI Dashboard Design
• AI Financial Analysis
• AI Report Generation
• AI Data Visualization
• AI Forecasting
• AI Productivity Workflows
• Prompt Engineering for Excel
• Excel Formula Prompting
• Financial Analysis Prompting
• Dashboard Prompting
• Report Generation Prompts
• Data Cleaning Prompts
• Business Insight Prompts
• Excel Automation Prompts
• AI Error Detection
• Real-World Reporting
• Sales Performance Analysis
• Profitability Reporting
• Inventory Analysis
• Payroll Reporting
• Budget Planning
• Expense Tracking
• Cash Flow Monitoring
• Financial KPI Reporting
• Executive Reporting
• Business Performance Evaluation
Hands-on Projects
Sales Dashboard
Financial Dashboard
Budget Planning System
Expense Tracker
Payroll Management System
Inventory Management Dashboard
Profit & Loss Report
Cash Flow Dashboard
Executive MIS Dashboard
Dynamic KPI Dashboard
AI-Assisted Financial Reporting System
Interactive Business Analytics Dashboard
Key Skills Covered
- Excel Formulas & Dynamic Arrays
- Financial Statements & Ratio Analysis
- Pivot Tables & KPI Dashboards
- Power Query & Data Cleaning
- Power Pivot & Data Modeling
- VBA & Macro Automation
- AI Financial Forecasting & Prompts
Technologies Covered
Microsoft Excel
Advanced Formulas
Pivot Tables
Pivot Charts
Power Query
Power
Pivot
Dashboards
Financial Reporting
MIS Reporting
KPI Analysis
Business
Intelligence
VBA
Macros
Microsoft Copilot
ChatGPT
Claude
Gemini
AI-Assisted
Reporting
Financial Forecasting
Data Visualization
Course Details
Duration
3 to 4 Months
Certificate
Upon completion
Start Date
Flexible
Instructor
CDC Training Services Pvt.Ltd