Seminar content

What you will learn

Why Attend

The fact is that Excel is the accountant's, finance and business professional's best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.

This is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company.

Course Methodology

20% of the course is ‘design and structure’ focused while 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on a daily basis.

Course Objectives

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

  • Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data analysis skills
  • Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
  • Develop special flash and management reports by linking-up Excel with Access, web, text, SQL, and other databases
  • Repeat tasks and generate reports efficiently by recording, running and editing macros
  • Acquire numerous tips and tricks that will improve working efficiency
Target Audience

Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales professionals, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.


Target Competencies
  • Reporting, analysis, and reconciliation
  • Data modeling
  • Integration with external data sources
  • Automation and macros
  • Massaging of unstructured and noisy data
Note

This is a hands-on training course using laptops, which will be made available by Meirc for the duration of the course. For courses outside the UAE, participants are required to bring their own laptops with a fully working version of Microsoft Excel 2013/2016.

Benefits

Why attend this seminar

  • Build current, practical knowledge in accounting and finance.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 10 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for accounting and finance.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Certificate in Business Reporting Using Excel.

Seminar details

Detailed outline

Data massaging: tools and techniques

  • Consolidating data from separate files and sheets
  • Advanced data validation using lists, dates and custom validation
  • Cell management tools: left, right, mid, concatenate, value
  • Naming, editing, and managing cells and ranges
  • Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
  • Looking-up data, texts, and values using Vlookup
  • The incredible table-tools technique
  • Slicing dates into day names, weeks, week numbers, month names, years and quarters
  • Text to columns and dynamic trimming using Trim, Len
  • Managing texts and numbers using replace, find, and substitute
  • Text change functions

Reporting, analysis and reconciliations using pivot tables

  • The 20 must learn rules
  • Creating pivot tables
  • Number formatting techniques
  • Designing report layout
  • Sorting in ascending, descending and more sort options
  • Filtering labels and values
  • Expanding and collapsing reports
  • Summarize data by sum, average, minimum, maximum, count
  • Show values as % of total and % of
  • Pivot table options
  • Drill down option
  • Showing report filter pages
  • Inserting formulas
  • Date analysis
  • Copying pivot tables
  • Creating pivot charts
  • Dynamic chart labeling
  • Mastering the slicer
  • Linking pivot tables and pivot graphs with PowerPoint
  • Conditional formatting with pivot tables
  • Designing reports using GetPivotData

Modeling and integration techniques

  • Perform 'what-if' analysis using spinner
  • Check box data modeling with 'if' function
  • Option button data modeling with 'if' function
  • List box data modeling with 'Choose' function
  • Linking Excel with text files
  • Linking Excel with databases (Access)
  • Linking Excel with multiple Excel files and SQL
  • Linking Excel with internet
  • Linking Excel with Excel
  • Scenario manager

Introduction to learning the ultimate tool in Excel: ''Macros''

  • Macro basics
  • Planning a macro
  • Designing your control board
  • Recording macro
  • Testing macro
  • Editing macro
  • Macro workshops
  • Advanced filter with macro

Tips and tricks in Excel

  • Data entry form
  • Custom list
  • Camera tool
  • Text to speech
  • Protecting worksheets and workbooks


Dates and locations

Available seminar dates

9 dates
Date City Duration Price
20 - 24 April 2026 Amsterdam - Netherlands 5 Days €4,250.- Book now
4 - 8 May 2026 London - U.K 5 Days €4,200.- Book now
15 - 19 June 2026 Istanbul - Turkey 5 Days €2,850.- Book now
20 - 24 July 2026 Vienna - Austria 5 Days €4,250.- Book now
3 - 7 August 2026 Barcelona - Spain 5 Days €3,850.- Book now
7 - 11 September 2026 Paris - France 5 Days €4,500.- Book now
12 - 16 October 2026 Frankfurt - Germany 5 Days €3,250.- Book now
9 - 13 November 2026 Barcelona - Spain 5 Days €3,850.- Book now
14 - 18 December 2026 Barcelona - Spain 5 Days €3,850.- Book now

Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Certificate in Business Reporting Using Excel.
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within accounting and finance and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

The structure of Certificate in Business Reporting Using Excel made the topic practical and easy to apply immediately.

Course participant
Accounting and Finance

The venue and date options made planning the right session straightforward.

Seminar attendee
Amsterdam - Netherlands

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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