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Overview
Learn how to turn complex data into clear, interactive reports fast. The Excel Models for Business Analytics and Reporting (i3BAR) course shows you how to reduce reporting time from days to just minutes using practical, easy-to-learn techniques.
This internationally taught course across Europe, North America, and Asia focuses on simple yet powerful Excel tools. You will learn how to:
- Build interactive reports and dynamic charts
- Automate repetitive tasks using macro
- Create reports that update automatically with your data
- Add smart, automated commentary alongside your analysis
By the end of the course, you will be able to present accurate, concise insights to management quickly while maintaining strong data integrity. You will also learn how to build flexible Excel models that can grow and adapt with your business needs.
Optional Project & Certification
Complete an optional post-course project to earn an internationally recognised Certificate of Competencyfrom the Institute of Business Analytics (IBA).Program Highlights
1. Build Integrated Excel Data Models2. Create Interactive Excel Reports & Dashboards
3. Develop Budget & What-If Models
View an Excel automated report demonstration by clicking here.
Key topics covered
- Session 1: Data structure and interactive data reporting
- Session 2: Interactive charts, dynamic presentation techniques and commentaries
- Session 3: Rapid data updates application, data design, year-end process and revision exercise.
- Session 4: Advanced report combinations (monthly, YTD, rolling data, other chart selection options).
- Session 5: Presentation / user proofing. Budgeting / What if analysis using: timing, linear, multi variable, step functions to create simulated: P&L, cash flow, balance sheet, costs, revenues, assets, payroll, incentives etc
- Session 6: Knowledge check, post course assistance, visualisation idea and project examples.
Speaker Profile
Simon Lindley
Simon is an international trainer, speaker and consultant in business transformation through analytics. With deep expertise in visual analytics and dashboard design, he helps finance teams enhance their roles and performance. Simon is a Chartered Accountant, Chartered Engineer (IT) and holds an MBA with a Master Diploma in corporate governance. He is also trained and qualified in statistics and data science.
