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Certified Courses for

From Basics to Pro.

Microsoft Excel Reporting:
Business Reporting & Model Building

60+ Formulas | Data Stories | Advanced Reporting & Modeling

  • Live Online | 2 Weeks (8 Sessions, 2-hrs each)
  • 150+ Assignments & 5 Reporting Projects

(1.5K+ Professionals enrolled)

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Program Overview

Training Schedule

Tuesday, 11 Apr

View Schedule

2 Weeks | 16 Hours

8 Sessions, 2 Hrs Each

Live Online, Instructor-Led

Pre-Requisite

Keyboard skills

(Windows OS)

Course Fee

$399

Check what’s included?
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Batch starts on

Jan 05th

From Basics to Pro

Excel doesn’t have to be complicated.
Build Powerful Excel Dashboards, Reports & Models with Ease

Whether you're new to Excel or looking to sharpen your skills, this 20-hour course will show you how to turn raw data into meaningful reports and models. You'll master advanced formulas, streamline MIS reporting, and build solutions that make your work faster, smarter, and more impactful—ready to apply directly to your day-to-day tasks.

In just 2 weeks, you'll be able to:

Master complex Excel formulas to solve real-world business problems with ease.

Create professional, impactful MIS reports that drive business decisions.

Design dynamic, interactive dashboards that provide actionable insights.

Build scalable Excel models that support comprehensive business analysis.

Visualize complex data trends to bring clarity and enhance the effectiveness of your reports.

Ensure report accuracy and consistency by leveraging advanced Excel features for data validation and error-checking.

In just 2 weeks, you'll be able to:

Master complex Excel formulas to solve real-world business problems with ease.

Create professional, impactful MIS reports that drive business decisions.

Design dynamic, interactive dashboards that provide actionable insights.

Build scalable Excel models that support comprehensive business analysis.

Visualize complex data trends to bring clarity and enhance the effectiveness of your reports.

Ensure report accuracy and consistency by leveraging advanced Excel features for data validation and error-checking.

Ideal For:

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Finance & Accounting

Seeking to streamline financial reporting and model building.

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Project Managers

Looking to enhance reporting workflows and decision-making with efficient data handling.

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Operations & Admin Managers

Wanting to improve MIS reporting and automate data-driven decision-making.

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Business Analysts

Looking to enhance reporting, modeling, and data analysis skills.

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Anyone working with Data

Who needs to turn large data sets into meaningful, actionable reports and models.

A snapshot of what you'll be learning in 2-weeks.

Course Syllabus Overview

Core Fundamentals

Objective: The term "basic" is subjective based on levels of knowledge, experience, exposure, etc. Basic for one individual doesn't have to be basic for another. Nearly all participants in this training are self-taught and have some Excel skills as well as some gaps.

The objective of this module is to fill gaps, bring everyone to the same level and empower them with comfort and confidence to learn Excel as a reporting solution and not as a computer tool.

Duration – 2 Hours (Rapid Session)

CORE FUNDAMENTALS

  • Understanding Excel Environment
  • Entering, Editing and Deleting Text, Numbers, Dates
  • How Excel Understand your information including Text, Numbers and Date values.
  • Fundamental Formatting Techniques & Best Practices
  • Understanding Cell Formats including Advanced Custom Formats
  • Copying and Clearing Formats
  • Working with Styles
  • Understanding Simple Conditional Formatting
  • Moving and Copying data
  • Quick Navigation Techniques
  • Inserting, Deleting and Hiding Rows & Columns
  • Inserting, Deleting, Moving and Copying Sheets
  • Working with multiple Excel Worksheets & Workbooks
  • Working with View Tab including freeze panes, split, new workbook, etc
  • Quick Data Entry Techniques including Auto Fills
  • Understanding & Working with Formulas
  • Mastering Referencing Techniques including Relative, Absolute & Mixed Reference
  • Working with fundamental functions including sum, count, average, max, min, etc
  • Fundamental Keyboard Shortcuts

Advanced Formulas & Functions

Objective: Master 60+ MS Excel formulas to dramatically simplify the work you do in Excel. By the end of the section, you'll be writing robust, elegant formulas from scratch.

Duration – 4 Hours

Fundamentals Of Functions & Formulas

Quick techniques to work with formulas & functions

DATE AND TIME FUNCTIONS

  • For data and time calculations
  • Today, Now
  • Day, Month, Year
  • Date, DateDif, DateAdd
  • EOMonth, Weekday
  • Workdays, NetWorkdays, Edate

TEXT FUNCTIONS

  • For data transformations
  • Upper, Lower, Proper
  • Left, Mid, Right
  • Trim, Len
  • Concatenate
  • Find, Substitute

LOGICAL FUNCTIONS

  • For conditional statement development
  • Nested If ( And Conditions , Or Conditions )
  • Alternative Solutions for Complex IF Conditions to make work simple
  • And, Or, Not

MATHEMATICAL FUNCTIONS

  • For fundamental analysis
  • Sum, Count, CountA, Average, AverageA, Max & Min
  • SumIf, SumIfs
  • CountIf, CountIfs
  • AverageIf, AverageIfs
  • MaxIfs, MinIFs

LOOKUP FUNCTIONS

  • For joins with multiple tables
  • Vlookup / HLookup
  • Match
  • Dynamic Two Way Lookup
  • Creating Smooth User Interface Using Lookup
  • Offset
  • Index
  • Dynamic Worksheet linking using Indirect

ERROR HANDLING FUNCTIONS

  • For handling errors in functions

Modern Functions

Duration – 2 Hours

Dynamic Array Functions

  • FILTER
  • SORT
  • SORTBY
  • UNIQUE
  • SEQUENCE
  • RANDARRAY

Lookup & Reference Functions

  • XLOOKUP
  • XMATCH

Text Functions

  • TEXTSPLIT
  • TEXTJOIN
  • TEXTBEFORE
  • TEXTAFTER
  • CONCAT

Logical Functions

  • IFS
  • SWITCH
  • LET
  • LAMBDA

Math & Trigonometry Functions

  • MAP
  • REDUCE
  • SCAN

Array Manipulation Functions

  • VSTACK
  • HSTACK
  • CHOOSECOLS
  • CHOSEROWS
  • WRAPROWS / WRAPCOLS

Pivots, Charts & Dashboards

Objective: This module will help you set up a professional dashbaord - learn how to visualize data through graphs and charts, create data models, and add interactivity.

Duration – 2 Hours

Fundamentals Of Reporting using Pivots & Dashboards

  • What are Measures?
  • What are Dimensions?
  • What does it mean to refresh reports?
  • How do you handle data structure changes?
  • What are the basic types of measurements?
  • What are themes in reporting?
  • What is meant by formatting measures?
  • What does it mean to create reports with multiple measurements?
  • What are advanced measurement types?
  • What are the different sorting options available?
  • What are the various types of filters?
  • What does group or categorizing data mean?
  • Understanding fundamentals of visualization / charting.

PIVOT TABLES

  • Creating Simple Pivot Tables
  • Basic and Advanced Value Field Setting
  • Sorting based on Labels and Values
  • Filtering based on Labels and Values
  • Grouping based on numbers and Dates
  • Drill-Down of Data
  • GetPivotData Function
  • Calculated Field & Calculated Items

CHARTS & PIVOT CHARTS

  • Bar Charts / Pie Charts / Line Charts
  • Dual Axis Charts
  • Dynamic Charting
  • Other Advanced Charting Techniques

EXCEL DASHBOARD

  • Bar Charts / Pie Charts / Line Charts
  • Planning a Dashboard
  • Adding Tables to Dashboard
  • Adding Charts to Dashboard
  • Adding Dynamic Contents to Dashboard

Modeling & MIS Reporting

Objective: It is an activity-based section with the goal of collaborating on all the topics you have learned so far to build dynamic MIS Reports. You'll learn to model different scenarios based on input, and assumptions.

Duration – 6 Hours

MODELING & MIS REPORTING

  • Creating advanced Excel Models
  • Creating Simple Professionally Formatted Data Models to Simulate Simple Business Scenarios
  • Importing, Cleansing and Normalization Data
  • Aging Reports and Other Complex Date & Time Calculations
  • Reconciling Complex Datasets
  • Develop Advanced Data Models to Simulate Complex Business Scenarios for What IF Analysis
  • Reporting Using Relational Data
  • Consolidation and Reporting of Datasets of Different Structures

Miscellaneous Topics

Objective: This section is all about working with data - and making it easy to work with. It will walk you through the different features of Excel to get your data prepared for analysis.

Duration – 2 Hours

ADVANCED PASTE SPECIAL TECHNIQUES

  • Paste Formulas
  • Paste Formats
  • Paste Validations
  • Paste Conditional Formats
  • Add / Subtract / Multiply / Divide
  • Merging Data using Skip Blanks
  • Transpose Tables

SORTING

  • Sorting on Multiple Fields
  • Dynamic Sorting of Fields
  • Bring Back to Ground Zero after Multiple Sorts

FILTERING

  • Filtering on Text, Numbers & Date
  • Filtering on Colors
  • Copy Paste while filter is on
  • Advanced Filters
  • Custom AutoFilter

PRINTING WORKBOOKS

  • Working with Themes
  • Setting Up Print Area
  • Printing Selection
  • Branding with Backgrounds
  • Adding Print Titles
  • Fitting the print on to a specific defined size
  • Customizing Headers & Footers

IMPORT & EXPORT OF INFORMATION

  • Using Text To Columns

WHAT IF ANALYSIS

  • Goal Seek
  • Scenario Analysis
  • Data Tables

GROUPING & SUBTOTALS DATA VALIDATION

  • Number, Date & Time Validation
  • Text Validation
  • List Validation
  • Handling Invalid Inputs
  • Dynamic Dropdown List Creation using Data Validation

PROTECTING EXCEL

  • File Level Protection
  • Workbook Level Protection
  • Sheet & Cell Level Protection
  • Setting Permissions for Specific Tasks
  • Track changes

CONSOLIDATION

  • Consolidating data with identical layouts
  • Consolidating data with different layouts
  • Consolidating data with different Sheets

ADVANCED CONDITIONAL FORMATTING

  • Working with advanced conditional formatting rules incorporating formulas

System Requirements

  1. Excel 2016 & above with PowerPivot

    Available with Office 365 subscriptions that include desktop versions of Excel for Windows.

  2. Secondary Monitor (optional, but recommended)

    Having a secondary monitor will greatly assist in following the pace of the trainer. It allows you to view instructions and your own workspace simultaneously, enhancing your learning experience.

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Taught by Microsoft Certified Trainers

All our classes are live,
hands-on and with
real-trainers.

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Specialist Certification

Certification: MS-Excel Associate

A piece of paper means nothing if you can’t apply the skills. Our certifications are industry-recognized and backed by hands-on training—ensuring you’re not just qualified, but ready to perform from day one.

Eligibility:

On clearing post-training assessment.

View Sample Certificate

Shareable certificate

Add to your LinkedIn profile

Excelgoodies

Level : SPECIALIST

Certificate Code : EG-SPL-001

Eligibility:

On clearing post-training assessment.

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Add to your LinkedIn profile

Training Schedule

Jan 6 - Mar 28, 2025

Limited Seats. Registration Closing Soon

Have Questions?

Tel:

+1 650 491 3131

Email:

support@excelgoodies.com

Projects & Assignments

What's included?

  • 16 hours of live instructor-led sessions
  • 200+ practical, system-based assignments
  • 5 reporting & model-building projects
  • Specialist Certificate (exam-based)
  • 30 days of post-training job support

Upcoming Cohort

Starts On

Tue, 06 Jan 2025

Time

11AM - 01.00 ET

Course Fee

$399

FAQs

If you miss a session, we provide class notes and exercises to help you catch up. Additionally, you can attend the same session in a future batch (subject to availability).

Yes! This course goes beyond basic Excel, covering Advanced Excel, MIS Reporting, and Business Model Building. You'll learn to create structured, data-driven reports and models for real-world business decision-making—without coding or automation.

We accept credit/debit cards, wire transfers, and corporate invoices for employer-sponsored payments.

No! The course starts with core Excel skills and progresses to advanced reporting and model-building techniques, ensuring a structured learning experience for all levels.

Yes! While most Excel functions are available on Mac, some advanced reporting and modeling features work best on Windows.

You will get access to 150+ real-world assignments via our assignment portal to practice MIS reporting techniques and structured model building. This ensures you can apply what you learn in actual business scenarios.

Yes! We provide corporate invoices for employer-sponsored payments. You can either use a company card or request an invoice to forward to your finance team for processing. These options are available at the Sign-Up form.

Yes! We offer corporate discounts for teams of 5 or more enrolling together. We also provide customized corporate training tailored to your organization's needs.

Contact us for group pricing details.

Yes! You will earn the Excel Reporting Specialist Certificate after passing the final exam.

This is a live, instructor-led course with real-time coding, hands-on exercises, and Q&A discussions, ensuring a highly engaging learning experience.

You can retake sessions from a future batch (subject to availability), but full course re-enrollment may require an additional fee.

Unlike pre-recorded courses, this is a live, interactive program with hands-on learning and direct access to expert instructors.

More questions ?

Build Real-World Solutions During the Course

Key Skills You'll Master

Data Structuring and Organization

Advanced Data Analysis

Report Creation and Formatting

Data Visualization (Charts & Graphs)

Pivot Tables and Dynamic Reports

Data Validation and Conditional Formatting

skills to master

About The Trainer

Mr. Sami

MCT, MCP, MEE, MOS

30,000+

Students Trained

18+

Year of Experience

4.9

Reviews

Mr. Sami is an exceptionally accomplished and certified Microsoft Trainer, possessing extensive expertise in the fields of Finance, HR, and Information Technology. With an impressive 14-year tenure in the industry, he has successfully trained and empowered over 23,000 professionals, and the number continues to grow.

He has undertaken assignments with the renowned IRS, The World Bank, Tata Chemicals, Buckman Laboratories, Standard Chartered, ING Barings and much more. His nature of going that Extra Mile has got him the startling popularity amongst the Excelgoodies prominent clients.

Build Real-World Solutions During the Course

Eg difference The Excelgoodies Difference

We Spot Trends Before They Become Industry Standards

The analytics industry moves fast. We move faster. We constantly update our courses to match the latest industry needs, so you’re always learning what’s in demand—before everyone else.

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Learn What Matters, Not Just What’s Trending

BI & Analytics isn’t about knowing one tool—it’s about knowing how to use the right tools together. Our courses don’t just teach software; they teach end-to-end reporting, automation, and cloud-driven analytics workflows—exactly what businesses need.

Tech-Enabled Learning,
Zero Hassles

Forget scattered emails and outdated PDFs. Our AI-powered student portal keeps everything in one place—live classes, assignments, progress tracking, instructor feedback, invoices, and instant support—so you stay focused on learning.

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Real Projects, Real Experience, Real Confidence

No more theory-only learning—you’ll walk out of our courses with proven expertise in the tools and techniques hiring managers want.

Corporate Training

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Avail additional 10% Corporate Benefit on the total course fee for 10+participants.

Get you team BI ready, today.

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Business Associate

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