[高阶财会培训]Dynamic Business Report 动态图表培训课程让图表动起来高效管理数据与图表

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【动态图表】是图表分析的高级形式。一旦从静态图表跨入动态图表,您就可以对众多数据进行交互式的比较分析, 分析的效率和效果都会进入另一个境界。

作为会计财务分析人士,制作一个优秀的分析模型, 必然不能缺少动态图表这个元素。这次的【Dynamic Business Report培训课程】为学员们带来了最全面最透彻的动态报表技术讲解。 

全程案例教学,紧贴工作实际,你可以直接应用到会计与分析工作中,用更优秀的分析成果“惊艳”您的上司。
本次 Dynamic Business Report 课程
主要内容有:
动态图表的“动”的基本原理
制作动态图表的基本方法
如何保护绘图数据的安全性
(操作效果动图如下)

图表有哪些元素可以动起来
让图表各个组件动起来的方法和技巧
常见窗体控件的设置方法
及如何用来控制图表
(操作效果动图如下)

绘制动态图表常用的几个函数
动态名称的使用
管理分析报告格式设计
(操作效果动图如下)

随时间推移而自动调整的图表
选择显示不同子公司数据的图表
查看指定时间段的相关Accounts变化趋势
预算执行情况动态跟踪分析
利润表动态跟踪分析图表
费用动态控制图表
(操作效果动图如下)


Dynamic Business Report
课程安排
10 am - 4 pm
星期六&星期日
4月2日 & 4月3日
远程教学(视频同步)
地点:
Seed Training Group
Level 10, 356 Collins St,
Melbourne 3000. 
讲师 Terry Lin
ACCA 国际认证
ASX 上市企业 Financial Controller
多年 财务分析 与 建模 经验
AFMA(Australian Financial Modeller Association 澳洲财务模型师协会)
创始人
AFMA 是首家把商业智能(BI)理念运用到会计及财务分析工作的培训与咨询公司,是实战财务模型应用的倡导者。

报名参加培训&咨询更多培训细节,
请致电:03 9021 7228 (中文)。
更详细课程大纲如下:
Principles of Dynamic Reporting
  • Introduce ETL methodology

  • Design the blueprint for dynamic dashboard

  • Introduce dashboard design tips & tricks

  • Discover the critical issues of dynamic charts

  • Standardize business report through best practice procedures

  • Case: Common errors in business reports

  • Separated input, calculation and output in business report model

  • Case: Use Name and Array for area calculation

  • Case: Dynamic report shows sales/costs/profits/new customers based on selection


Use Dynamic Elements in Business Reports
  • Use form control for user interaction: spin button, scrollbar, checkbox, combo box, option button & group box

  • Build in-cell drop down list

  • Learn to use Filter in dynamic reports

  • Learn to use Camera tool for report display

  • Case – Dynamic chart: show different cost center KPI

  • Use advanced formula for dynamic reports

  • Case: Index and Match for dynamic data range

  • Case: Choose formula for data areas selection

  • Case: Offset formula for dynamic data range

  • Case: Sumif formula for data consolidation

  • Case: Indirect formula for data input manipulation

  • Case: Interactive sales report: product/month/city perspective

  • Apply fixed and dynamic range names with lookup and reference function

  • Understand pros and cons of using array functions in financial modelling

  • Use other Excel tools in dashboard


Comprehensive Case: Build Complex, Robust and User-Friendly Dynamic Dashboard
  • Design a professional report layout

  • Understand three seconds rule & ten seconds rule

  • Feed single database to multiple worksheets

  • Connect data source through indirect method

  • Compare target’s performance with weighted average

  • Draw interrelationship map among different databases as one to many, many to one

  • Show a running MTD & YTD figure

  • Choose correct type of chart to demonstrate the desired result

  • Build chart with dynamic data ranges

  • Automation – Highlight suspicious/uncommon value through Traffic Alert

  • Automation – Display top/bottom certain number of records

  • Application of interactive picture to fit varied tables into a maintainable report

  • Application of conditional format to draw attention of end user

  • Application of colour sets to emphasis the focus

  • Conversion of your model into an ‘eye feast’ presentation

  • Essential crosschecking and documentation




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