Excel: Creating High Impact Business Reports

certification logo12866       

CEU Approved

  • 90 minutes

No matter what business you are in, a report is a critical tool in your communication armory. As with any communication tool, the presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder or Project Manager) a valuable insight into the Key Performance Indicators (KPI’s) upon which a business or project is measured. Get it wrong and you'll end up with something that nobody understands and nobody wants to read.

In this webinar join expert speaker Mike Thomas, where he will focus on Excel's Power Map tool (2013 and 2016 only) which lets you plot geographic (country, region, state etc) data on an interactive 3-D globe or custom map.

Session Highlights:

  • Charts: Style and design tips and tricks to tell your story / convince your audience

  • Charts: Creating powerful infographics using built-in Excel functionality

  • Pivot tables: Fundamentals

  • Pivot tables: Percentages in 5 clicks without formulas

  • Pivot tables: Fonts, number formatting, and layout options

  • Pivot tables: Grouping data based on the month or numeric range

  • PowerMap: An Excel adding that lets you display and analyze geographic data as a visual map (2013 & 2016 only)

Why You Should Attend:

In this training session, you'll learn not only how to turn raw data into meaningful information but also how to present that data in a visually attractive way. This training will provide you with a solid foundation that you can use to build your own reports. The training will focus on 3 areas - creating summary reports using Pivot Tables; creating eye-catching charts and presenting geographic-based data. In the pivot tables section, you'll learn how to create a basic pivot table, display numbers as a percentage (no formulas, arithmetic or programming required!), make the pivot table eye-catching appealing to read and then group the data (by month or numeric range).

Who Should Attend: 

  • Accountants 

  • CPAs 

  • CFOs

  • Financial Managers/Staff 

  • Financial Analysts 

  • Budget Directors

  •  Staff Auditors 

  • Administrators

  •  Managers

  •  HR 

  • Sales Professionals (Who prepare report using excel) 

  • Controllers 

  • Banking

  •  Insurance 

  • Education 

  • IT Professionals (Who want CPA/Financial Analysts point of view on Analytical Reporting)

Advanced Preparation: None

Program Level: Intermediate

Prerequisites: Basic knowledge of Excel

Field of Study: Computer Systems

*You may ask your Question directly to our expert during the Q&A session.
** You can buy On-Demand and view it as per your convenience.

Mike  Thomas

Mike Thomas

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organisations across a diverse range of sectors. 

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

No Reviews Found

Edupliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 844- 810-1151.

PLEASE NOTE: To receive credit through the NASBA for this program you MUST attend the Live program in its entirety and complete the required progress checks.

Number of CPE Credits Awarded for This Course: 1.5 (Computer Systems - 1.5)

Delivery Method: Group Internet Based

Want to attend in a Group? Call 844-810-1151 and Save upto 50%

Share this course with a friend

We Also Recommend


Linking Techniques In-Depth on MS Excel

Pre Recorded
75 minutes


Excel Training Bundle

Pre Recorded | Combo Offers
340 minutes


Get Notified about News, Webinars, Community & More