Excel for Management Accounting

Course Content

Data Management and Formulas

• Data Organization and Management
• Advanced Formulas for Financial Analysis
• Date and Time Functions

Financial Analysis and Visualization Tools

PivotTables and PivotCharts for Financial Reporting

• Building PivotTables for summarizing large datasets e.g., expense analysis, variance reporting.
• Creating PivotCharts to visualize financial data and KPIs.
• Using Slicers and Timelines for interactive reports.

Data Analysis Techniques

• Using Goal Seek and Scenario Manager for budgeting and forecasting.
• Implementing Data Tables for sensitivity analysis e.g., impact of changes in cost variables
• Introducing Solver for optimization e.g., maximizing profit or minimizing costs

Dashboards and Conditional Formatting

• Building dynamic dashboards using Excel’s tools e.g., linking charts, tables, and slicers.
• Applying conditional formatting for highlighting trends, variances, and outliers.
• Creating Sparklines for quick visual insights within financial reports.

Integration, and Reporting

• Power Query and Power Pivot for Data Automation
• Using advanced charts e.g., waterfall charts, combo charts for effective financial presentation.