Corporate training in the Gulf, London, Europe & Asia since 2015
+44 7462 102778[email protected]WhatsAppالعربية
Enquire now
CoursesSubjectsVenuesIn-House TrainingWhy ARUKContactالعربيةEnquire now
AF-011

Certificate in Business Reporting Using Excel

Intensive 5-day course · English, Arabic & European languages

Business and finance professionals improve their Microsoft Excel skills from basic to advanced during this five-day programme. The sessions cover cleaning noisy data, building pivot tables, and running automated macros for faster business reporting. Delegates explore data integration from SQL and Access, alongside modelling techniques that reduce the time spent on monthly closures.

Classroom

Public courses in our cities

  • 26–30 Oct 2026Doha£4,200 + VAT
  • 9–13 Nov 2026Barcelona£3,080 + VAT
  • 23–27 Nov 2026Abu Dhabi£4,200 + VAT
  • 14–18 Dec 2026Barcelona£3,080 + VAT
  • 28 Dec – 1 Jan 2026Jeddah£4,200 + VAT
  • 4–8 Jan 2027Barcelona£3,080 + VAT
Show 23 more dates
  • 18–22 Jan 2027Cairo£2,280 + VAT
  • 1–5 Feb 2027Paris£3,600 + VAT
  • 15–19 Feb 2027Jeddah£4,200 + VAT
  • 8–12 Mar 2027Frankfurt£2,600 + VAT
  • 22–26 Mar 2027Singapore£4,200 + VAT
  • 12–16 Apr 2027Barcelona£3,080 + VAT
  • 26–30 Apr 2027Muscat£3,080 + VAT
  • 10–14 May 2027Barcelona£3,080 + VAT
  • 24–28 May 2027Casablanca£2,280 + VAT
  • 7–11 Jun 2027Barcelona£3,080 + VAT
  • 21–25 Jun 2027Manama£3,080 + VAT
  • 5–9 Jul 2027Paris£3,600 + VAT
  • 19–23 Jul 2027Amman£3,400 + VAT
  • 9–13 Aug 2027Frankfurt£2,600 + VAT
  • 23–27 Aug 2027Madrid£3,400 + VAT
  • 13–17 Sep 2027Barcelona£3,080 + VAT
  • 27 Sep – 1 Oct 2027Berlin£3,400 + VAT
  • 11–15 Oct 2027Barcelona£3,080 + VAT
  • 25–29 Oct 2027Milan£3,400 + VAT
  • 1–5 Nov 2027Barcelona£3,080 + VAT
  • 15–19 Nov 2027Malaga£3,080 + VAT
  • 6–10 Dec 2027Paris£3,600 + VAT
  • 20–24 Dec 2027Sarajevo£3,400 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Can't make these dates? We can run this course for your team on dates that suit you. Ask for custom dates · In-house options

Online (live)

With a trainer, on dates to suit your team

This course can be taught live online by a trainer, in English, Arabic or any European language, for one person or a whole team.

£1,850 + VAT

Group discount: 2 delegates 20% · 3 delegates 35% · 5 or more delegates 50%

Special requests

Tailor this course

Pick what you want changed and we’ll come back with a proposal and price.

Special request

Certificate in Business Reporting Using Excel

What would you like to change? (pick any)
or

Course overview

Companies generate massive amounts of unstructured data. This forces finance teams to spend days moving numbers from ERPs and databases into spreadsheets for monthly reports.

This syllabus teaches business and finance professionals how to speed up the reporting process by pushing MS Excel to its limits. The sessions move well beyond basic formulas to cover data normalisation, advanced pivot tables, and scenario modelling.

The syllabus shows delegates how to link their spreadsheets directly to Access, SQL, and text databases to stop manual data entry. The final days introduce macros to automate routine reconciliations. Overall, the training gives staff the practical skills to clean noisy data faster and build management reports that update themselves.

Course objectives

By the end of the course, delegates will be able to:

  1. Clean and structure messy business data for faster analysis
  2. Build automated reports and reconciliations using advanced pivot tables
  3. Connect Excel directly to external databases like SQL and Access
  4. Record, edit, and run macros to automate repetitive reporting tasks
  5. Apply advanced spreadsheet techniques to increase daily working efficiency

Target competencies

  • Reporting, analysis, and reconciliation
  • Data modelling
  • Integration with external data sources
  • Automation and macros
  • Structuring unstructured data

Who should attend

This course suits:

  • Business, finance, and accounting professionals
  • Senior and junior accountants
  • Business analysts and research staff
  • Marketing and sales professionals
  • Administrative staff and supervisors
  • General business professionals handling regular reporting

Training methodology

  • The course splits into 20% design principles and 80% practical spreadsheet work. Delegates use MS Excel to complete daily exercises, case studies, and projects.
  • Please note that delegates must bring a laptop with Microsoft Excel 2013 or 2016 installed for all sessions, including those in the UAE.

Daily agenda

  1. Day 1

    Data structuring and cleaning

    • Consolidating data across files and sheets
    • Advanced validation using dates, lists, and custom rules
    • Cell management: left, right, mid, concatenate, value
    • Managing, naming, and editing ranges and cells
    • Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
    • Vlookup for texts, values, and data
    • Table-tool techniques
    • Extracting days, weeks, months, and years from dates
    • Text to columns and dynamic trimming (Trim, Len)
    • Replace, find, and substitute for texts and numbers
    • Functions for changing text
  2. Day 2

    Pivot tables for analysis and reconciliation

    • The 20 essential pivot table rules
    • Building pivot tables
    • Formatting numbers
    • Designing the report layout
    • Advanced sorting options
    • Filtering values and labels
    • Collapsing and expanding reports
    • Summarising data by average, sum, minimum, maximum, count
    • Displaying values as percentages
    • Advanced pivot table options
    • The drill-down function
    • Displaying report filter pages
    • Inserting formulas into pivot tables
    • Analysing dates
    • Copying pivot tables
    • Building pivot charts
    • Dynamic labelling for charts
    • Using the slicer tool
    • Connecting pivot tables and graphs to PowerPoint
    • Conditional formatting within pivot tables
    • GetPivotData for report design
  3. Day 3

    Integration and modelling

    • Spinner tools for scenario analysis
    • Check box modelling with 'if' functions
    • Option button modelling with 'if' functions
    • List box modelling with the 'Choose' function
    • Connecting Excel to text files
    • Connecting Excel to Access databases
    • Linking Excel with SQL and multiple external spreadsheets
    • Connecting Excel to internet sources
    • Linking Excel files together
    • Using the Scenario Manager
  4. Day 4

    Automating with Macros

    • The basics of macros
    • Planning your macro
    • Designing a control board
    • Recording the macro
    • Testing the macro
    • Editing the macro code
    • Practical macro workshops
    • Running advanced filters with macros
  5. Day 5

    Advanced Excel techniques

    • Building data entry forms
    • Creating custom lists
    • Using the camera tool
    • Text-to-speech features
    • Protecting workbooks and worksheets

Certificate

Every delegate who completes the course receives an ARUK Training Certificate of Attendance.

Frequently asked questions

How do I register?

Choose a date and city in the schedule and press Register, or send us an enquiry. Our team confirms your place and sends an invoice.

Are fees shown with VAT?

Fees are shown per delegate and exclude VAT, which is added to the invoice where applicable.

Can this course be delivered for our team only?

Yes. Any ARUK course can be delivered in-house at your premises, in a meeting room we book for you, or 1-to-1.

Is this course available online?

Yes. We run it live online with a trainer, on dates that suit your team, for £1,850 + VAT per delegate.

Is there a group discount?

Yes. 20% for 2 delegates, 35% for 3 delegates and 50% for 5 or more delegates on the same course.

Can the course be delivered in Arabic or another language?

Yes. Our courses can be delivered in English, Arabic or any European language, by a trainer who teaches in that language. Mention your preferred language when you register or enquire.

What certificate will I receive?

An ARUK Training Certificate of Attendance.

Related courses

Register

Certificate in Business Reporting Using Excel

Key booking terms (read before you register)
  • The full fee is paid in advance, before the course starts.
  • Cancel in writing 30 or more days before the start date (45 for in-house) for a refund. Later than that, the full fee is payable.
  • No refund for non-attendance or partial attendance.
  • Places are for the named delegate only; another person cannot attend instead.
  • Moving to another date or city is only possible if ARUK agrees in writing.
  • Travel, accommodation and visas are your responsibility. A refused visa does not change the cancellation terms.

booking terms and conditions

Get a quotation

Certificate in Business Reporting Using Excel