Excel for Business Reporting & Management Training Course
Key information
Upcoming sessions
Would you like to schedule this training on a specific date? Contact us by email or via the contact form.
Description of the training: Excel for Business Reporting & Management Training Course
This Excel for Business Reporting & Management training course teaches you to build the reporting tools essential for monitoring a business. Over two highly practical days, you will structure your management data, design relevant dashboards and indicators, then set up reliable budget and forecast monitoring. You will learn to analyse performance and profitability, and to automate your reports to save time every month. By the end, you will have genuine decision-support tools that are clear and refreshable.
Complementary courses: to go further, also discover Excel Data Visualisation & Dashboards Training Course, Excel Data Analysis & Automation Training Course and Power Pivot Training Course.
Good to know
The sessions are guaranteed from the first registration (except in cases of force majeure).
A preliminary interview takes place between the participant and/or a company contact in order to fully take into account the participant’s profile (level, needs, professional context, challenges, etc.).
Assessment: during the course, the trainer assesses participants’ learning progress through quizzes, role-play and practical exercises. Participants receive a certificate of completion at the end of the course.
This training course is part of our Power Platform Training Courses catalogue. Explore all our Power Platform courses to automate, analyse and build your business applications without code.
Objectives of the training: Excel for Business Reporting & Management Training Course
By the end of the course, participants will be able to:
- structure reliable management data;
- design management indicators and dashboards;
- set up budget and forecast monitoring;
- analyse performance and profitability;
- automate the production of reports;
- make their reporting tools reliable and shareable.
Prerequisites of the training: Excel for Business Reporting & Management Training Course
To follow this course under the best conditions, it is recommended to be proficient with Excel’s advanced functions and PivotTables, or to have completed an advanced-skills course. Because every participant is unique, a personalised interview is held beforehand in order to adapt the pace and practical cases to your context.
Detailed programme of the training: Excel for Business Reporting & Management Training Course
Structuring management data
- Organise and secure management data. Format data as a structured table. Consolidate several sources (sales, purchases, cash flow). Check the quality and consistency of the data.
Management indicators and dashboards
- Define the relevant indicators for the business. Build a clear management dashboard. Conditional formatting and visualisation. Compare actuals, budget and targets.
Budget and forecast monitoring
- Draw up a budget and a forecast. Track variances between actuals and budget. Build scenarios and simulations. Manage cash flow and working capital requirements.
Performance and profitability analysis
- Analyse profitability by product, customer or business line. Calculate the break-even point. Track margins and performance indicators. Highlight the levers for action.
Automating reporting
- Automate data import and refresh (Power Query). Generate recurring reports in one click. Distribute and secure dashboards. Best practices for monthly maintenance.
The highlights of this training course
- This course: focuses on practice with around 60% of hands-on exercises in Excel; lets you work on your own management data; takes place in a small group of 1 to 3 participants; is led by an expert trainer; leads to a certificate of completion.
FAQ
Who is the Excel for Business Reporting & Management training course for?
It is aimed at management controllers, financial managers, heads of small businesses and managers who want to build reliable dashboards and indicators to steer their business in Excel.
What is a management dashboard?
It is a summary tool that brings together the key indicators of a business (turnover, margins, cash flow, variances to budget) to monitor its performance and support decision-making. The course teaches you to design and automate it in Excel.
Do you need a good level of Excel to take this course?
Yes. It is recommended to be proficient with advanced functions and PivotTables, or to have completed an advanced-skills course. A preliminary interview helps confirm your level.
How long does the Excel for Business Reporting & Management training course last?
The course lasts 2 days, i.e. 14 hours. Sessions are guaranteed from the first registration and take place in a small group of 1 to 3 participants. The programme can be customised and organised at your premises.
Is this course eligible for CPF or OPCO funding?
This course is funded directly by the company and is not eligible for CPF. Depending on your situation, funding by your OPCO may be considered: contact us to explore the funding options suited to your project.
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