BUSINESS ANALYSIS AND REPORT AUTOMATION WITH MICROSOFT EXCEL VBA/MACRO

Live-Online Training: N166,625
Classroom Training: N 247,250
3 - 4 participants: 5% discount
5 or more participants: 10% discount

 (Available also for Customised Training by Duration, Venue & Fee)

(PARTICIPANTS SHOULD BRING THEIR LAPTOPS)

Programme Description

This intensive 4-day training programme is tailored for professionals in finance, business analysis, and related fields who wish to master Microsoft Excel as a powerful tool for financial modeling, data analysis, and decision-making.

Participants will gain a starting-up and hands-on experience in using Excel to perform a wide range of financial and business tasks, from building financial models to analyzing data sets, creating dashboards, and generating reports. By the end of the programme, participants will be equipped with the essential Excel skills necessary to excel in financial and business analysis roles.

Course Objectives

Upon completion of this programme, participants will be able to:

• Understand the Fundamentals features and functions of Excel.
• Effectively organize, clean, and manipulate data within Excel.
• Build dynamic financial models for forecasting and decision-making.
• Apply statistical and analytical tools to draw meaningful insights from data.
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• Create impactful charts, graphs, and dashboards for data presentation.
• Generate professional reports and automate reporting processes.
• Utilize time-saving Excel shortcuts and best practices.

• Identify and troubleshoot common errors in Excel models.

DAY ONE

A First Look at Excel - the Fundamentals

• Introduction to Excel interface and navigation
• Working with cells, rows, and columns
• Basic calculations and formulas
• Formatting and cell styles
• Data entry and validation.

Data Analysis Fundamentals

• Understanding data and its relevance in business
• Types of data and data sources
• Basics of data collection and cleaning

• Data analysis tools.

DAY TWO

Data Management and Analysis

Sorting and filtering data

PivotTables and PivotCharts for data summarization

Advanced data functions (VLOOKUP, HLOOKUP)

Data cleaning and validation techniques

Data consolidation and linking worksheets.

Data Preprocessing and Exploratory Data Analysis (EDA)

Data cleaning and transformation

Handling missing data and outliers

Descriptive statistics and data visualization

Data visualization tools.

DAY THREE

Introducing Financial Modeling with Excel

• Building financial models from scratch
• Forecasting with Excel's What-If Analysis
• Sensitivity analysis and scenario planning
• Introduction to financial functions (NPV, IRR, PMT)
• Loan amortization and depreciation schedules

Statistical Analysis and Business Applications

• Correlation and regression analysis
• Time series analysis for financial data

• Case studies in financial analysis.
  

DAY FOUR

Data Visualization and Reporting

• Creating charts and graphs
• Building interactive dashboards
• Getting to know Power Query
• Automating reports with Excel macros (VBA)

• Best practices in Excel for financial and business analysis.