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ISP TrainingsInnovative Special Projects

Excel Automation and Macros Reporting and Analytics

3 days|Delivered on request

Excel Automation and Macros Reporting and Analytics focuses on the measurement layer: what to count, what it means and how to present it. Delegates work through SQL querying and storytelling with data and the reporting built on top of them. The reporting layer matters because reporting effort scales badly when the underlying model is wrong. Delegates leave able to work confidently with report automation, data cleaning and preparation and pivot table analysis in their own organisation.

What delegates leave able to do

  • Improve report automation within their own organisation, measured against established visualisation principles
  • Spot where data cleaning and preparation is failing before it becomes a finding
  • Put pivot table analysis on a footing they can defend to a reviewer
  • Bring data modelling into line with current good practice

What the course covers

  • SQL querying
  • Storytelling with data
  • Report automation
  • Data cleaning and preparation
  • Pivot table analysis
  • Data modelling
  • Dashboard design

Who should attend

  • finance professionals building reports
  • professionals moving into analytics
  • operations managers using dashboards
  • team leaders responsible for KPIs
An analytics dashboard showing plotted data on a dark screen

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