Clarkson ITT has been providing training courses privately and to the public now for thirty years. The courses cover the range of skills required for the modern modeller and analyst working in finance and accounting or general management, both in an enterprise, and as a consultant.  Our courses are offered on a regular schedule to the public and can also be facilitated in-house.  Our facilitators all have deep consulting experience as well as multiple years  of facilitating professional courses.

Australia’s premier Excel modelling and analysis course for finance professionals

This course is designed for existing users of Excel or similar spreadsheet programs needing to vastly increase their modelling & analytical skills especially in the disciplinary areas of Finance, Accounting, Management & Procurement.  It is a unique & practical 48-hour hands‐on course designed to improve the Excel modelling & analytical skills of finance professionals for the forecast, analysis & presentation of business & financial information and for building transparent and robust financial and valuation models.

Modes of Study

  • Classroom mode: 48 hours, usually on six days over one month
  • Residential mode hours: 56 hours usually on five days over one week, including one-on-one coaching on projects
  • Instructor-led Online via Zoom: 48 hours, 12 half-day lessons twice a week over six weeks (evening and morning offerings)
  • Instructor-led Online via Zoom: 48 hours, six full days, twice a week over three weeks
  • Distance Learning: self study over six to twelve months.
  • In-house course: 48 hours, usually on five or six days over one month

Key Outcomes

  • Significantly upgrade your modelling & analytical skills;
  • Up to 48 or 56 hours of continuing professional education for accountants and other professionals;
  • Learn proven methodologies & techniques to build more transparent & powerful models & reports whilst reducing complexity;
  • Gain effective approaches to build robust sensitivity into models;
  • Build a useful & effective framework for assimilating technical knowledge;
  • Importantly – develop measurable improvements in accuracy, productivity & transparency!

The Course Delivers

  • A thorough grounding in the tools and features available in Excel;
  • Techniques to assist in auditing and understanding existing workbooks;
  • Coverage of essential Excel functions for forecasting and financial analysis;
  • Methods to generalise formulas for more dynamic and flexible calculations and analysis;
  • Approaches to simplify calculations and increase the transparency of models and analyses;
  • Practical guidance on the layout and structuring of workbooks for valuation, forecasting and analysis.

Who Benefits

  • Financial modellers and those building valuation and forecasting models;
  • Business Analysts responsible for forecasting and performance analysis;
  • Consultants preparing valuations, cash flow forecasts and process and business improvement models for clients;
  • Accountants, finance managers and financial controllers budgeting and analysing business performance;
  • Fund accountants and managers in equity and property funds;
  • Financial advisers, public accountants, management consultants;
  • Procurement, project planning and logistical staff responsible for financial and logistical planning;
  • Managers responsible for their own analysis and forecasting;
  • Anyone who uses Excel to perform their role, looking to improve their productivity and accuracy.

Benefits for the Employer

  • Direct and measurable improvement in staff productivity and a reduction in errors through good design;
  • Standardisation of technique within workgroups is an important outcome;
  • A number of our clients have made this course an integral part of their employee training and development programs and have reaped measurable benefits from the standardised techniques adopted;
  • The very flexibility that is the principal attraction of modern spreadsheet products is the reason for shortcomings in design. A user must adopt & develop a strongly defined technique that enhances their efficiency, increases transparency & improves reliability. This course is not “just another Excel course”, it delivers on these requirements.
Download BrochureCourse CalendarDistance at UTS

Australia’s premier Excel VBA course for finance professionals

A 48-hour Excel short programming course for professionals in the finance & accounting professions looking for better automation & control over important financial information in an increasingly complex environment.

Visual Basic for Applications (VBA) macro programming techniques are taught from the ground up, assuming no prior VBA experience, but familiarity with Excel for modelling and analysis.

Modes of Study

  • Classroom mode: 48 hours, usually on six days over one month
  • Residential mode: 56 hours, usually on five days over one week, including one-on-one coaching on projects
  • Instructor-led Online via Zoom: 48 hours, 12 half-day lessions twice a week over six weeks (evening offerings)
  • Instructor-led Online via Zoom: 48 hours, six full-days , twice a week over three weeks

Key Outcomes

  • Learn a proven approach for developing automation in Excel-based projects.
  • 48 to 56 hours of continuing professional education for accountants and some other professional bodies.
  • Gain insights into the development of robust code for routine analytical & reporting tasks.
  • Learn effective techniques for importing and validating data.
  • Learn how to develop routines from scratch with intent, rather than relying on recorded code or kludging code discovered on the internet.
  • Learn how to interact with the user through built-in and custom dialog boxes and VBA functions.
  • Understanding of how to add your tools & macros to the Ribbon UI (user interface) and Excel’s own context menus.
  • Recognise when it is appropriate to use built-in features & when to add custom functionality.
  • Student retains a library of useful routines dealing with common tasks in Excel development, for use in their own future projects.

The Course Delivers

  • A thorough grounding in VBA language.
  • Familiarity with the VBA integrated development environment.
  • Familiarisation with the tools to work with and develop VBA code in Excel.
  • An overview of the Excel object model, focusing on critical objects, properties & methods to develop effective, useful & productive code.
  • Standardised layout & naming conventions are explained and demonstrated.
  • Proven approaches to the development of Excel VBA projects from planning to rollout.
  • Effective design approaches for user interface & custom dialog boxes.
  • Understanding of the debugging & testing procedures in the VBA development environment.
  • Demonstrates how to construct custom functions to extend Excel & reduce complexity in workbooks.
  • Demonstrates how to trap and handle errors.

Who Benefits

  • Financial modellers looking to automate key tasks in their models, such as Solver, or who wish to develop custom functions to manage spreadsheet complexity.
  • Business Analysts responsible for routine forecasting and performance analysis who wish to automate and streamline reporting and analytical tasks, such as the importation of data, data cleansing, and distribution of results.
  • Fund accountants & managers in equity & property funds looking to automate reporting, valuation and report distribution tasks.
  • Procurement, project planning and logistical staff looking to automate planning and reporting tasks.
  • Anyone who uses Excel to perform their role, looking to automate routine tasks, such as data import, data cleaning, workbook distribution, data entry and reconciliation processes.

Benefits for the Employer

  • This course provides essential knowledge & design principals to aid staff in creating robust applications in Excel.
  • It is designed to replace the commonplace ad hoc recording & copying of VBA code with code robustly designed for its purpose.  Understanding of important issues such as the appropriate use of code and how to avoid common design flaws and inappropriate bypassing of important Excel controls and features is delivered;
  • Many managers rightly have concerns about the unmanaged proliferation of macro code within the workbooks in their departments.  If it is developed without clear guidelines & standards and is just kludged-together, then it represents a significant risk.  However, well-designed code appropriately deployed can significantly improve productivity & can add to the control of errors in repetitive and time-sensitive tasks.  Without training this objective is hard to achieve;
  • The Financial Analysis VBA Certificate is specifically designed to take knowledgeable Excel users & not only impart essential technical knowledge to enable them to take the next step, but to canvass issues around design, anticipation and trapping of errors and to demonstrate proven techniques that quickly and robustly deliver solutions; and
  • Standardisation of approach, coding conventions and the re-use of code is an important outcome.
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A deep dive into Power BI for finance professionals

This course is designed for existing users of Excel or similar spreadsheet programs needing to learn about the modern Power BI functionality in Excel and Power BI Desktop products to provide insight into forecasting and operational data.

Modes of Study

  • Classroom mode: 40 hours, usually on five days over two months
  • Instructor-led Online via Zoom: 40 hours, 10 half-day lessons twice a week spread out over seven weeks (evening and morning offerings)
  • In-house course: 40 hours, usually on five days over two months

Key Outcomes

  • Learn how to use and deploy Power Query to groom and prepare data for presentation
  • Learn how to utilise the Excel and Power BI Data Models to relate and analyse data
  • Work on practical projects to create data sets and present compelling dashboards
  • 40 hours of continuing professional education for accountants and other professionals;
  • Learn proven methodologies and techniques to build effective and powerful analytical tools and dashboards;
  • Build a useful and effective framework for assimilating technical knowledge;
  • Importantly – develop measurable improvements in accuracy, productivity and transparency!

The Course Delivers

  • A thorough grounding in the tools features available in Power BI in Excel and the Power BI Desktop;
  • Techniques to assist in auditing understanding existing queries and tables;
  • Coverage of essential Excel functions for data analysis;
  • Introduction and practical use of DAX data analysis language;
  • Building KPIs and working with the Data Model;
  • Approaches to simplify calculations and increase the transparency of data and present insights;
  • Practical guidance on the layout and structuring of workbooks, formulas, queries, tables, KPIs and dashboards.

Who Benefits

  • Business Analysts responsible for forecasting and performance analysis;
  • Those working with larger data sets acquired through the enterprises ERP and online data sources;
  • Accountants, finance managers and financial controllers budgeting and analysing business performance;
  • Fund accountants and managers in equity and property funds;
  • Financial advisers, public accountants, management consultants;
  • Procurement, project planning and logistical staff responsible for financial and logistical planning;
  • Managers responsible for their own analysis and forecasting;
  • Anyone who uses Excel to perform their role, looking to improve their productivity and accuracy.

Benefits for the Employer

  • Direct and measurable improvement in staff productivity and a reduction in errors through good design;
  • Bootstrapping users into this newer knowledge arena, allowing modern data sharing and analysis tools to be developed;
  • Standardisation of technique within workgroups is an important outcome;
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A focused lecture series on implementing effective models & reports for finance professionals

The Key Topic Lectures Series is a set of 1 hour, ½-day and full-day lectures and hands-on instructor-led workshops.  The modules that make up this series focus on key subjects in the areas of design & construction of models for financial forecasting and valuation and reports for financial analysis.  The lectures are designed to provide thought-provoking sessions which are relevant to those in finance, commerce and public practice, which demonstrate and showcase sound solutions to common issues.  The modules are available both publicly and also for private training.  It is ideal as ongoing training in client organisations for students who have completed our main course in this area (the five-day Financial Analysis Certificate), and for inclusion in industry and corporate conferences.

Modes of Study

  • Classroom mode: modules of ½-day,1 day and 2 days duration, public and private
  • Public offerings are made for ½-day instructor-led online sessions via Zoom throughout the year
  • In-house, it may be offered as one-off training; or as a series designed to engage and inspire the employee in a process of improvement over a period of time; and it is ideally suited to inclusion as part of corporate and industry conferences.
  • These lectures were presented successfully with exceptional feedback annually at the Chartered Accountants ANZ’s Business Forum programs throughout Australia over a period of ten years from 2007.  Those sessions were open to non-members as well as members. Sessions were also presented at professional formuls for the Institute of Internal Auditors and CPA Australia.

Key Outcomes

  • Attendees gain advanced skills in key subject areas;
  • Modules are designed to inspire attendees to improve their skills, and to research new techniques;
  • A manageable set of training that can be integrated into staff calendars, encouraging ongoing learning;
  • Continuing professional education hours for accountants and other professionals.

Each Module Delivers

  • A self-contained presentation, with specific training objectives which are met within the allowed time;
  • Effective solutions that address key issues in model or report design;
  • A demonstration of sound technique which should be used in working with Excel;
  • Insights into sound methodologies and approaches to problem-solving;
  • A demonstration of methodologies that lead to simpler and more transparent solutions;
  • A set of companion materials with step-by-step instructions and fully-worked samples;
  • Some technical depth through introducing the use of key functions, formulas and tools;
  • Encouragement to the attendee to explore further the key areas of knowledge addressed, through revision of the provided materials and introducing them to effective and efficient methods of solving common problems.

Who Benefits

  • Financial modellers and those building valuation and forecasting models;
  • Business Analysts responsible for forecasting and performance analysis;
  • Accountants, finance managers and financial controllers budgeting and analysing business performance;
  • Fund accountants and managers in equity and property funds;
  • Financial advisers, public accountants, management consultants;
  • Procurement, project planning and logistical staff responsible for financial and logistical planning;
  • Managers responsible for their own analysis and forecasting;
  • Anyone who uses Excel to perform their role, looking to improve their productivity and accuracy.

Benefits for the Employer

  • Proposes and demonstrates the key elements of an effective modelling and analysis methodology;
  • All models and reports should be clearly designed with a focus on the next person in the chain, be it a manager, a client, an auditor or financier, so that they will be able to quickly understand the model’s workings and test its assumptions. This series demonstrates how to achieve these goals;
  • This lecture series canvasses key issues in usability, reducing complexity, increasing flexibility, adding sensitivity analysis, improving maintenance and simplifying usage of models and analytical workbooks.
  • It offers opportunities to provide ongoing training designed to challenge employees to review their approach to model and report building.
Download BrochureCourse Calendar

A focused lecture series on implementing effective models & reports for finance professionals

The Key Topic Lectures Series is a set of 1 hour, ½-day and full-day lectures.  The sessions that make up this series focus on key subjects in the areas of design & construction of models for financial forecasting and valuation and reports for financial analysis.  For more information, see the Key Topic Lecture Series page.

Currently Available Lectures

The following accordion listing shows the current set of lectures available in the series, the order of listing being associated with their publishing date. The numbering system merely identifies each lecture and allows us to show the interdependencies, it does not indicate order for study.

Risk Subjects

R01 - Understanding & Managing Spreadsheet Risk
Duration:1 hour
Standard:Intermediate
Prerequisites:none

This module is a lecture with presentation. It discusses the role of spreadsheets in planning and management reporting. It asks the questions: "what is the business risk?" and "how do you manage and ameliorate those risks?" It identifies the key sources of error and their impact and contribution to spreadsheet risk.

It introduces simple but effective built-in techniques for identifying errors and canvasses some commercially available tools available to assist with this task. It suggests some strategies and standards required within an organisation to manage the risks in model construction, maintenance and usage. It proposes some straight-forward approaches to better manage these risks and address governance concerns.

R02 - Understanding Spreadsheet Risks and Implementing Internal Strategies to Mitigate
Duration:½ day
Standard:Intermediate
Prerequisites:none

This session begins with a lecture based on module 15 - Understanding Spreadsheet Risks, which lays out the areas of concern in the use of spreadsheets in modelling and analysis in financial functions. This part of the session canvasses some of the server based solutions that can be deployed to enforce policies on spreadsheets within an organisation and identify changes and malfeasance.

The session then moves to a hands-on lecture in which various standardised prepared elements can be simply deployed to assist in documenting and managing the lifecycle of key models and analyses within an organisation. This represents a lower cost simpler implementation, that can be quickly deployed. It includes recommendations around building modelling policies, deploying and policing them.

Finally, the session ends with some hands-on examples of using tools built-into Excel to identify modelling issues. Some of this part of the session relies on audit tools available in Excel 2013 or later.

Technical Subjects

T01 - Function & Formula Fundamentals
Duration:½ day
Standard:Intermediate
Prerequisites:none

The core knowledge needed to effectively use formulas in Excel, removing complexity & redundancy is presented in this lecture. Many potential participants would assume that this course is beneath them and that they understand the subject area it covers, but most users will find new information available to them in this course.

It is suitable for those who need to improve their technical knowledge and as a revision for those who want to focus on the finer points. Participants should be familiar with Excel and comfortable working with formulas and functions such as IF, SUM, COUNT, SUMIF, VLOOKUP, ISNA..

T02 - Advanced Analytic Formulas
Duration:½ day
Standard:Intermediate
Prerequisites:T01, A01, A02, FAC

The use of dynamic references, dynamic names, advanced conditional expressions, array formulas is canvassed in this session. Techniques to avoid redundant and complex calculations which directly impact on model size and performance are discussed and demonstrated. It also presents techniques for working with formulas to build more flexible analyses of performance data and structuring workbooks to facilitate these analyses.

Participants should be familiar with more complex formulas such as MATCH, INDEX, INDIRECT, OFFSET & have some knowledge of array formulas. Completion of A01 or A02 Streamlining Reporting Performance in Excel and T01 Function and Formula Fundamentals or prior attendance at the Financial Analysis Certificate is recommended.

T03 - Something Old, Something New...
Duration:1 hour
Standard:All Audiences
Prerequisites:none

For finance professionals who are making the transition or have recently made the transition to Office 365 from Office 2013 or Office 2016. A tight session which explains why the product has changed & the things you need to know to quickly get up to speed and embrace the changes.

It also covers key new formulas and how they can significantly reduce complexity in common modelling & analytical tasks and then revisits critical but under-utilised features which have been present in Excel for a long time, but are now much easier to understand & implement. Even those who already feel somewhat comfortable in the new interface will find useful productivity tips.

Originally introduced when Excel 2007 was released, and then again for Excel 2010 and Excel 2016, it has been updated to cover the latest generation of changes.

T06 - Formula Auditing & Error Tracing & Handling
Duration:½ day
Standard:Intermediate
Prerequisites:none

This session demonstrates both basic and more advanced built-in approaches to formula auditing and tracing the flow of values through a worksheet. It also demonstrates built-in techniques for identifying constants and inconsistent formulas.

It presents key information to aid in understanding the cause of errors, how to identify their sources and how to manage errors in modelling and analytical projects without sacrificing clarity and without making formulas more difficult to trace or audit. Having demonstrated why many common approaches make tracing or auditing difficult to undertake, steps to implement better approaches are canvassed and demonstrated to aid in the testing, checking, audit & maintenance of future models. Error checking approaches and error checking reports are also discussed.

Participants should be familiar with Excel and comfortable working with formulas and functions such as IF, SUM, COUNT, SUMIF, VLOOKUP, ISERROR.

T04 - Date Sensitive Forecasting & Reporting
Duration:½ day
Standard:Advanced
Prerequisites:none

Excel provides a rich set of functionality to manage date-sensitive calculations. Yet in spite of this, it is common that issues in models and analyses that revolve around this fundamental area become needlessly complex. One alternative to working with dates in detail is demonstrated in lecture # 10 - Implementing Complex Scenarios in Cash Flows.

In this session the examples deal with implementing models with variable financial year-ends; those with variable reporting periods; and demonstrate techniques to deal with the apportionment of transactions into different reporting periods. The samples presented provide some simple yet very effective techniques that can be re-used in ongoing model construction.

Participants should be familiar with how dates are stored and calculated in Excel, and should be familiar with the functions DATE, YEAR, MONTH, DAY, EDATE and EOMONTH. They should also be familiar with custom formatting of dates. An understanding of array formulas would be an advantage.

T05 - Building a Dynamic Chart
Duration:1 hour
Standard:Advanced
Prerequisites:none

Presentation of data in charts is highly desirable to aid in the comprehension of trends, relationships and progress against targets. However, when executed manually, the preparation of charts can be a significant roadblock at critical times in the reporting cycle.

This workshop demonstrates a technique for building a dynamic chart that allows a user to select the data to be charted and the date range for which the chart should be drawn for one or more data series to vastly improve the flow of work at critical reporting times and to simplify the incorporation of data from changing data sets.

T06 - Building Workbooks with Style
Duration:½ day
Standard:Intermediate
Prerequisites:none

A hallmark of well-designed models is the use of styles to manage the formatting and appearance of a workbook. This allows the modeller to apply consistent formatting to key elements of a workbook, such as input, calculation, error checking, output/report cells and consistent headings.

The use of styles is an effective yet simple approach which builds user confidence, assists in the maintenance and audit of models & reports; makes it easier for users to understand and navigate complex calculations; and improves client confidence. It allows for the ready reconfiguration of the livery of a workbook which may be required to deal with accessibility issues and colour-blindness and can give management and other users a greater deal of confidence when using a well-structured workbook.

The process of building effective templates is surprisingly easy and the key techniques are demonstrated in this hands-on module in which a template with all of the key elements including title page, index to worksheets, error checking sheet, input styles, rounded reporting styles, advanced error checking styles and key navigation elements are all built from scratch.

T09 - Making Practical Use of the Macro Recorder
Duration:½ day
Standard:Intermediate
Prerequisites:none

This session shows how code can be recorded with the macro recorder which does not rely on lots of fixed, hard-coded ranges nor formatting being recorded. It demonstrates how a knowledgeable user of Excel can take a first step in creating useful and effective automation, by building on effective end-user techniques.

Unfortunately, when using the macro recorder, as its title suggests, it records macros that repeat a user’s actions, recorded while they carry out a sample task. If the actions that are recorded do not anticipate the changes in data and the reports or models, the attempt to reduce the effort of using the workbook can be defeated by introducing a constant series of changes and updates that must be made in the code. Worse still, the recorded results may cause more problems than they solve.

We strongly believe that the calculations and results derived in a workbook should be solely dependent upon its inputs and formulas, and so we do not encourage the wanton use of macros to derive the results. However, there are many simple tasks which might enhance a workbook’s usefulness by making it easier to print reports, place data into presentations, filter data, update PivotTables or import data. Provided that a good approach is used in recording and designing these macros (which is demonstrated in this session), many effective enhancements can be made to existing workbooks by the judicious addition of some helpful macros.

Modelling Subjects

M01 - Fundamentals of Model Design & Development in Excel
Duration:½ day
Standard:Intermediate
Prerequisites:none

For finance professionals who are looking to improve the flexibility and functionality of their financial models, this hands-on workshop will canvass important techniques for simplifying and improving the development of forecasting models in Excel using practical examples.

It demonstrates the rapid design and development of a forecasting model from scratch, given a number of key assumptions, implementing design elements to facilitate model maintenance and then a powerful technique for sensitivity analysis is introduced, incorporating a number of scenarios in the one model. Participants should be familiar with Excel and comfortable working with formulas such as IF and VLOOKUP, basic numeric formatting and the use of data validation.

M02 - Implementing Complex Scenarios in Cash Flows
Duration:½ day
Standard:Advanced
Prerequisites:M01, A02 or FAC

Aimed at finance professionals seeking techniques to manage sets of complex criteria in models, this workshop demonstrates techniques for structuring and implementing complex table-driven assumptions for cash flow type models.

Given some starting assumptions, it builds a sample construction cash flow from scratch, implementing scenarios in which the costs are variable as to amount, timing, phasing and in which the cash flows can be automatically allocated on an S Curve basis. Finally it implements sensitivity analysis to allow the comparison of all scenarios within the one model.

Participants should be familiar with more complex formulas, the use of Data Tables, data validation, IF, MATCH and INDEX functions. Some familiarity with array formulas would be an advantage.

M03 - Building More Effective Models with Less Complexity
Duration:½ day
Standard:Advanced
Prerequisites:none

This session is targeted at model builders or management responsible for modelling supervision. It canvasses key approaches to laying out models effectively to assist the end user to comprehend them and to make them easier to audit and review.

It constructs a high-level business valuation model which includes a discounted cash flow analysis. It allows for multiple scenarios in which a variable number of historical years can be entered and in which assumptions for future years can be keyed only where a change is required. It demonstrates an approach that permits multiple scenarios of two dimensional assumption sets to be managed. Sensitivity techniques involving the use of Data Tables are demonstrated.

An emphasis is placed on using consistent layout and formatting, naming conventions and simplified formulas to simplify construction, audit and use. It is a hands-on session that builds a simplified sample model and demonstrates and discusses the techniques and methodologies used.

Ideally, participants will already have experience building flexible forecasting or business valuation models.

M04 - Questions a CFO Should Ask
Duration:1 hour
Standard:All Audiences
Prerequisites:none

In financial modelling & forecasting, complex analyses are conducted. Sometimes very detailed and complex plans are constructed and subjected to sensitivity analysis. Yet, since we are only human, the risk of errors in those models is significant, and that can be exacerbated by poor technique and commonly adopted approaches which court errors.

This session canvasses key issues around standards adopted in an organisation to manage modelling tasks and manage the error risk, during construction, usage, maintenance and evolution of the models.

It raises some issues which need to be addressed if this vital aspect of management planning is not to founder on poor technique; complex and error-prone formulas and a lack of standards and testing. It proposes some straight-forward approaches to better manage these risks and address governance concerns.

Analytical & Reporting Subjects

A01 - Streamlining Performance Reporting in Excel
Duration:½ day
Standard:Intermediate
Prerequisites:none

Targeted at finance professionals aiming to improve reporting processes, remove common time-consuming bottlenecks and reduce manual intervention in data update, this session demonstrates changes in workbook design to meet these objectives.

It canvasses techniques for structuring reporting workbooks; properly segregating data; implementing flag - or switch - formulas to simplify reporting and aggregation formulas to streamline the reporting process. It introduces techniques for designing user-configurable reports. It includes the construction of Waterfall & Bridge charts which will automatically classify items and shows a simple yet sophisticated technique to build the chart so the scale will be adjusted automatically.

Participants should be familiar with Excel and comfortable working with formulas such as IF and VLOOKUP, basic numeric formatting, the use of Data Validation and basic charting features in Excel.

A02 - Streamlining Performance Reporting in Excel (Short Version)
Duration:2 hours
Standard:Intermediate
Prerequisites:none

Module 04 is a shortened version of Module 03 - Streamlining Performance Reporting in Excel, requiring an hour less tuition. That enables one of the one-hour lectures to be incorporated into the program in the same ½-day and provides flexibility in scheduling sessions in conference programs with differing length session times.

To achieve this, it uses a slightly simpler report design with more standardised inputs & is not as ambitious in the charts included in the report. It still includes all the essential aspects of the report design & implementation & manages to effectively communicate & demonstrate the key elements of the lesson.

A03 - Formatting & Rounding to Simplify Reporting
Duration:1 hour
Standard:Intermediate
Prerequisites:none

This one-hour workshop demonstrates how to use the formatting and rounding features in Excel to present properly rounded reports that add through their sub-totals and totals, without the need for manual adjustment. It also demonstrates how to make the level of precision a dynamic feature available to the report user via a drop-down menu.

A04 - Dashboarding in Excel, a Practical Example
Duration:½ day
Standard:Advanced
Prerequisites:none

This hands-on session demonstrates the preparation of a reusable dashboard that allows the user to filter and drill-down on the data presented. It is based on a set of financial data extracted from a management accounting system and some averages and KPIs derived from that data.

The session includes practical tips and advice on layout, design & construction of dashboards. It demonstrates the use of styles to standardise and create a coherent view. Some advanced concepts are used and demonstrated, but full instructions are provided in the handout, so Intermediate users should be able to apply the content.

A05 - PivotTable Fundamentals
Duration:½ day
Standard:Intermediate
Prerequisites:none

The PivotTable, introduced into Excel in the 1990s, allows for the dynamic cross tabulation of data from within workbooks and from external data sources to allow for the easy aggregation and analysis of data by end-users. This session covers all the fundamental knowledge about how PivotTables work, how to build and manage them, how to add calculations and control the outputs from the analysed data.

It covers important issues which are not well understood by many users which address problems with the formatting and analysis of data in the PivotTables. Improvements in the PivotTable engine in the more recent versions of Excel are covered. Useful filtering and sorting techniques are demonstrated. It also covers the use of Slicers, introduced in Excel 2010 and Timelines that were introduced in Excel 2013.

A06 - PivotTable Reporting
Duration:½ day
Standard:Intermediate
Prerequisites:none

Building on Module A05 - PivotTable Fundaments, this session explores advanced calculations and data analysis settings available in the PivotTable interface which are not utilised by many users, but which provide essential analytical outputs. It also demonstrates some useful solutions to common date-related issues in summarising and collating data by quarter, half year & financial year.

The extraction of data from PivotTables using the GETPIVOTDATA function is demonstrated, including how to make the references more dynamic, enabling the use of a standard block of formulas for a range of reporting needs. Custom sorting and formatting of the PivotTable outputs is demonstrated.

A07 - Introduction to Excel's BI Tools
Duration:½ day
Standard:Intermediate
Prerequisites:none

This hands-on session demonstrates the use of the Business Intelligence (BI) tools built into recent versions of Excel. Including, Power Query to import data, prepare and transform data for analysis in PowerPivot tables in Excel, making use of and introducing the Data Model. The data is then used to prepare a simple dashboard with 3D Map view.

For true mastery of these tools, we would recommend out Power BI Series, but this will give management and accounting staff new to this area a grasp of the new functionality and power available.

Most of our Excel courses are available for those who wish to commission private in-house courses to be held on their premises or at a hired venue. We are happy to provide this Excel training in any location, both in Australia and internationally. There are a number of motivations which lead clients to book in-house training.

Common Reasons for In-House Bookings

  • inclusion in intern & graduate induction programs;
  • convenience of internal program;
  • requirement for customisation to include client materials or focus on key areas of client interest;
  • option to schedule training to suit their employees' and the organisation's calendars;
  • ability to discuss confidential issues within an in-house forum;
  • workgroup and team development; and
  • availability in client location rather than at public venues.

Courses Available In-House

  • Financial Analysis Certificate;
  • Financial Analysis VBA Certificate;
  • Financial Analysis Certificate Extension Program modules;
  • Financial Analysis VBA Certificate Extension Program modules; and
  • Key Topic Lecture Series, including the Charting Master Class.

Cost, Venue, Terms & Conditions

Standard course fees cover the facilitators, the facilitators' laptops and student materials. Venue, students' equipment and any meals are the responsibility of the client. We can assist with external venue hire if required.

Course fees will be quoted upon enquiry and will include course brochures, brochures including important information on planning an in-house course and full terms and conditions.

The requirements for training venues, equipment, hardware and software can be found in the following documents:

In-House Course Venue Requirements in PDF format (53kb).

In-House Course Arrangements in PDF format (80kb).

Time Commitment

The Financial Analysis Certificate and the Financial Analysis VBA Certificate are both 48-hour courses. They are usually presented over six days in three sessions of two days spread out over one to two months. They can be contracted to fit five days in three sessions, two of two days and one of one day, spread over a month.

The Charting Master Class is an eight-hour Excel course which is presented on a single day. The Key Topic Lecture Series can be arranged over periods from ½-day to four days spread out in a pattern to suit the client's training needs.

Subject to availability, the courses can be booked for any eight-hour period between 8.00am and 9.00pm on weekdays and 9.00am and 5.00pm on weekends.

Ongoing Support

We do not have a specific allocation on ongoing support. However, any politely phrased request from a past student which is based on materials taught or related material will receive a response, although this may be delayed a day or two, depending upon our training commitments at the time the request is made. This can be done through the Learning Portal that is accessible to current students and alumni of our courses.

This can be very important in assisting the student to bed down their newly-won knowledge. We generally limit the advice and assistance however, to the subject areas covered in the course in which they were enrolled. For instance, we do not offer macro or VBA support for modelling students and vice versa.

Also, we are happy for past students to audit any lessons in future classes held on the clients premises free of charge. If a future in-house course is not available, then if possible, we will accommodate them at a public course, although there may be a small charge for room hire and catering, but no further charge for the enrolled course itself.

Courses / Events

Course Thumbnail Course / Event Event Date Venue Individual Price (ex GST) Available places Register
Financial Analysis Certificate by Distance Learning Financial Analysis Certificate by Distance Learning 01 Jan 2021 $1,795.00