How long is the Certificate in Business Reporting Using Excel course?

The course runs over 5 days of classroom training, usually Monday to Friday.

When is the next Certificate in Business Reporting Using Excel course?

The next public date is 14 - 18 Dec 2026 in Barcelona. There are 13 upcoming dates in total.

Where is this course held?

Upcoming sessions run in Barcelona, Istanbul, Cape Town, Paris, Frankfurt, Vienna.

Can I take Certificate in Business Reporting Using Excel online?

Yes. Every date can also be joined live online in a virtual classroom with the trainer, for £1,280 per participant. Choose "Live online" in the dates table when you register.

How much does the course cost?

Fees start from £2,850 per delegate, depending on the city. Fees include tuition and course materials.

Do participants receive a certificate?

Yes. Delegates who complete the course receive a London Leadership Management Innovation certificate of completion.

Can this course be delivered in-house for our team?

Yes. LLMI can tailor and deliver this course privately for your organisation at your premises or in one of our training cities.

Certificate in Business Reporting Using Excel Training Course

Course overview

Why Attend

The fact is that Excel is the accountant's, finance and business professional's best friend. Companies everywhere are overwhelmed by the abundance of unstructured and unclean data. Monthly, quarterly and annual closings are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation.

This is an Excel-based course that will help you develop an exclusive level of expertise that adds immediate value to your job and company.

Course Methodology

20% of the course is ‘design and structure’ focused while 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on a daily basis.

Course Objectives

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

Apply Excel reporting expertise in business, finance, and accounting by enhancing data slicing and dicing, data massaging, and data analysis skills
Use pivot tables and pivot charts to perform automated report writing, analysis and reconciliation most efficiently
Develop special flash and management reports by linking-up Excel with Access, web, text, SQL, and other databases
Repeat tasks and generate reports efficiently by recording, running and editing macros
Acquire numerous tips and tricks that will improve working efficiency

Target Audience

Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales professionals, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis.

Target Competencies

Reporting, analysis, and reconciliation
Data modeling
Integration with external data sources
Automation and macros
Massaging of unstructured and noisy data

Note

This is a hands-on training course using laptops. Participants are asked to bring their own laptop with a working version of Microsoft Excel; the joining instructions confirm the requirements for each venue.

Course outline

1Day 1: Data massaging: tools and techniques
- Consolidating data from separate files and sheets
- Advanced data validation using lists, dates and custom validation
- Cell management tools: left, right, mid, concatenate, value
- Naming, editing, and managing cells and ranges
- Subtotal, Sumif, Sumifs, Sumproduct, Count, Countif, Countifs
- Looking-up data, texts, and values using Vlookup
- The incredible table-tools technique
- Slicing dates into day names, weeks, week numbers, month names, years and quarters
- Text to columns and dynamic trimming using Trim, Len
- Managing texts and numbers using replace, find, and substitute
- Text change functions
2Day 2: Reporting, analysis and reconciliations using pivot tables
- The 20 must learn rules
- Creating pivot tables
- Number formatting techniques
- Designing report layout
- Sorting in ascending, descending and more sort options
- Filtering labels and values
- Expanding and collapsing reports
- Summarize data by sum, average, minimum, maximum, count
- Show values as % of total and % of
- Pivot table options
- Drill down option
- Showing report filter pages
- Inserting formulas
- Date analysis
- Copying pivot tables
- Creating pivot charts
- Dynamic chart labeling
- Mastering the slicer
- Linking pivot tables and pivot graphs with PowerPoint
- Conditional formatting with pivot tables
- Designing reports using GetPivotData
3Day 3: Modeling and integration techniques
- Perform 'what-if' analysis using spinner
- Check box data modeling with 'if' function
- Option button data modeling with 'if' function
- List box data modeling with 'Choose' function
- Linking Excel with text files
- Linking Excel with databases (Access)
- Linking Excel with multiple Excel files and SQL
- Linking Excel with internet
- Linking Excel with Excel
- Scenario manager
4Day 4: Introduction to learning the ultimate tool in Excel: ''Macros''
- Macro basics
- Planning a macro
- Designing your control board
- Recording macro
- Testing macro
- Editing macro
- Macro workshops
- Advanced filter with macro
5Day 5: Tips and tricks in Excel
- Data entry form
- Custom list
- Camera tool
- Text to speech
- Protecting worksheets and workbooks

Schedule

Dates and fees

13 upcoming dates in 6 cities. Fees are per delegate; bring colleagues and every seat is discounted. Every date can also be joined live online for £1,280.

All dates as PDF

December 2026

14DEC 14 - 18 Dec 2026Mon to Fri · 5 daysNext session

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

January 2027

18JAN 18 - 22 Jan 2027Mon to Fri · 5 days

IstanbulTurkey · Classroom

£2,850per delegate2+ people: £2,280 each

February 2027

15FEB 15 - 19 Feb 2027Mon to Fri · 5 days

Cape TownSouth Africa · Classroom

£4,250per delegate2+ people: £3,400 each

March 2027

15MAR 15 - 19 Mar 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

April 2027

19APR 19 - 23 Apr 2027Mon to Fri · 5 days

ParisFrance · Classroom

£3,250per delegate2+ people: £2,600 each

May 2027

17MAY 17 - 21 May 2027Mon to Fri · 5 days

FrankfurtGermany · Classroom

£3,250per delegate2+ people: £2,600 each

June 2027

21JUN 21 - 25 Jun 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

July 2027

19JUL 19 - 23 Jul 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

August 2027

16AUG 16 - 20 Aug 2027Mon to Fri · 5 days

IstanbulTurkey · Classroom

£2,850per delegate2+ people: £2,280 each

September 2027

20SEP 20 - 24 Sep 2027Mon to Fri · 5 days

ViennaAustria · Classroom

£4,250per delegate2+ people: £3,400 each

October 2027

18OCT 18 - 22 Oct 2027Mon to Fri · 5 days

BarcelonaSpain · Classroom

£3,850per delegate2+ people: £3,080 each

November 2027

15NOV 15 - 19 Nov 2027Mon to Fri · 5 days

ParisFrance · Classroom

£3,250per delegate2+ people: £2,600 each

December 2027

20DEC 20 - 24 Dec 2027Mon to Fri · 5 days

FrankfurtGermany · Classroom

£3,250per delegate2+ people: £2,600 each

Live online, on the same dates

Join the class in real time from your office or home: live sessions with the trainer, group discussion, course materials and a certificate of completion. Joining details are emailed before the course starts.

December 2026

14DEC 14 - 18 Dec 2026Mon to Fri · 5 daysNext session

Live onlineVirtual classroom · join from anywhere