Advanced Excel For Managers

Course Overview

The Advanced Excel for Managers course is designed to equip managers with advanced Excel skills for analysing business information, preparing management reports, monitoring performance, developing budgets, and supporting data-driven decision-making. The course focuses on practical applications including advanced formulas, PivotTables, dashboards, financial analysis, forecasting, scenario analysis, Power Query, and automated reporting.

Target Participants

  • Departmental managers
  • Finance and accounting managers
  • Operations managers
  • Human resource managers
  • Project and programme managers
  • Procurement and supply chain managers
  • Sales and marketing managers
  • Monitoring and evaluation managers
  • Business and data managers
  • Senior administrators and team leaders
  • Professionals transitioning into management roles

Course Objectives

By the end of the course, participants will be able to:

  • Apply advanced Excel functions to managerial tasks.
  • Analyse business and operational data for decision-making.
  • Develop interactive management dashboards.
  • Prepare accurate management reports using Excel.
  • Use PivotTables and PivotCharts to summarize complex information.
  • Apply advanced lookup and logical functions.
  • Analyse budgets, costs, revenues, and performance indicators.
  • Conduct variance, trend, and profitability analysis.
  • Apply forecasting and what-if analysis to managerial planning.
  • Use Power Query to clean and transform management data.
  • Automate repetitive reporting processes using macros.
  • Present complex information through effective data visualizations.
  • Develop Excel-based decision-support models.

Course Outline

Module 1: Advanced Excel for Management

  • Excel productivity techniques
  • Professional spreadsheet design
  • Excel tables and structured references
  • Named ranges
  • Managing large workbooks
  • Data protection and workbook controls

Module 2: Advanced Formulas and Functions

  • XLOOKUP and advanced lookup techniques
  • INDEX and MATCH
  • IF, IFS and nested functions
  • SUMIFS, COUNTIFS and AVERAGEIFS
  • Text and date functions
  • Dynamic arrays
  • Error handling
  • Formula auditing

Module 3: Management Data Analysis

  • Data cleaning and preparation
  • Sorting and filtering
  • Data validation
  • Managing large datasets
  • Conditional formatting
  • Identifying trends and patterns
  • Data quality and consistency

Module 4: PivotTables and Management Reporting

  • Advanced PivotTables
  • PivotCharts
  • Slicers and timelines
  • Grouping and summarizing data
  • Calculated fields
  • Interactive management reports
  • Automated reporting structures

Module 5: Management Dashboards

  • Dashboard design principles
  • KPI development and monitoring
  • Interactive charts
  • Dynamic dashboards
  • Performance scorecards
  • Executive-level reporting
  • Data visualization for decision-making

Module 6: Financial and Budget Analysis

  • Budget analysis
  • Revenue and expenditure analysis
  • Cost analysis
  • Profitability analysis
  • Budget versus actual analysis
  • Variance analysis
  • Cash-flow analysis
  • Financial performance reporting

Module 7: Forecasting and Scenario Analysis

  • Trend analysis
  • Forecasting techniques
  • Goal Seek
  • Scenario Manager
  • Data Tables
  • Sensitivity analysis
  • Business planning and modelling

Module 8: Power Query for Managers

  • Importing data from different sources
  • Data transformation
  • Combining multiple datasets
  • Automated data cleaning
  • Refreshing management reports
  • Building repeatable reporting workflows

Module 9: Excel Automation

  • Introduction to macros
  • Recording macros
  • Automating repetitive management reports
  • Basic VBA concepts
  • Automated dashboards and reporting
  • Improving managerial reporting efficiency

 

Course Schedules:

Dates Fees Location Apply