Dynamic Business Reports - Seed Training and Seed Career

ABOUT THE COURSE

*The course will be delivered in Mandarin (中文授课）. Dashboards provide visual, at-a-glance display of business key information and help managers make quick decisions. Excel is an excellent tool to make powerful dashboards, but creating a dashboard takes a lot of skills & practices. In this Dynamic Business Reports course, students will learn all the tools and techniques needed for a dashboard, and how to apply advanced modelling skills to build complex, robust and user-friendly dynamic business & management reports.

UNITS

Module 1 Principles of Dynamic Reporting

Introduce ETL methodology
Design the blueprint for dynamic dashboard
Introduce dashboard design tips & tricks
Discover the critical issues of dynamic charts
Standardise business report through best practice procedures
Case: Common errors in business reports
Separated input, calculation, and output in a business report model
Case: Use Name and Array for area calculation
Case: Dynamic report shows sales/costs/profits/new customers based on selection

Module 2 Use Dynamic Elements in Business Reports

Use form control for user interaction: spin button, scrollbar, checkbox, combo box, option button & group box
Build an in-cell drop-down list
Learn to use Filter in dynamic reports
Learn to use the Camera tool for report display
Case – Dynamic chart: show different cost center KPI
Use the advanced formula for dynamic reports
Case: Index and Match for a dynamic data range
Case: Choose the formula for data areas selection
Case: Offset formula for a dynamic data range
Case: Sumif formula for data consolidation
Case: An indirect formula for data input manipulation
Case: Interactive sales report: product/month/city perspective
Apply fixed and dynamic range names with lookup and reference function
Understand the pros and cons of using array functions in financial modelling
Use other Excel tools in the dashboard

Module 3 Comprehensive Case: Build a Complex, Robust and User-Friendly Dynamic Dashboard

Design a professional report layout
Understand three seconds rule & ten seconds rule
Feed a single database to multiple worksheets
Connect data source through an indirect method
Compare the target’s performance with a weighted average
Draw interrelationship map among different databases as one to many, many to one
Show a running MTD & YTD figure
Choose the correct type of chart to demonstrate the desired result
Build a chart with dynamic data ranges
Automation – Highlight suspicious/uncommon value through Traffic Alert
Automation – Display top/bottom certain number of records
Application of interactive picture to fit varied tables into a maintainable report
Application of conditional format to draw the attention of end user
Application of colour sets to emphasize the focus
Conversion of your model into an ‘eye feast’ presentation
Essential crosschecking and documentation

UPON COMPLETION

This course is eligible for CPD hours.

CAREER OPPORTUNITIES

Financial Accountant
Management Accountant
Senior Accountant
Business Analyst
Data Analyst

DURATION

2 days
* Please contact us for the timetable.

OTHER RELEVANT COURSES/PATHWAY

Financial Modelling Essential

Financial Analysis

Dynamic Business Reports

FEE INFORMATION

Fees must be paid within 5 days of receiving the confirmation of enrolment and invoice for the enrolment fee.
Seed Training Group may cancel enrolment or discontinue training if fees are not paid as required.
Both direct deposit and credit card are accepted.

*Please refer to the Student Information Handbook for further details regarding Fees & Refund Policy and Procedure.

Trainer’s Profile

17 Years of Dedicated Best-Practice Financial Modeller Extensive Experience in Building & Reviewing Complex Financial Model
Experienced Financial Controller of an ASX listed companies
Managing Director of AFMA (Australian Financial Modeller Association)
Committee Member of ACAA (Association of Chinese Accountants Australia)
Special Guest Trainer of ABC Television (Australian Broadcasting Corporation)
Guest BI (Business Intelligence) Lecturer of CPA Australia
Lecturer of Shanghai University of Finance and Economics MBA
Experienced Financial Analyst and Financial Modeller