i³ Business Analytics and Reporting (i³BAR) – Intelligent Excel Models

“I thoroughly enjoyed this course and gained a lot from it. Unlike other excel based courses it does not teach you how to "use" functions, it teaches you about how to apply concepts to help you "think" about how best to structure your data and use functions in a creative and interactive way. The results are simple and sustainable and will definitely add value to my organisation by reducing significantly the time spent on current processes. I have already cut out 1.5 days work per reporting period in my role and there is great potential to save more!”
Leanne Kelly, Group Management Accountant, StageCoach Group
Attendee of Oct 2011 i3BAR class 

 
The i³BAR course provides the methodology and know-how to enable you to build integrated and interactive Excel models. This hands-on course has helped thousands of accountants worldwide to present concise information to management – quickly, and with maximum data integrity. 

 
Aimed at advanced Excel uses, i³BAR is a certified 3-day course on using the program to build integrated, interactive and intelligent models for business analytics and reporting. 

What you will learn

• Best practice in structured spreadsheet design
• How to get instantaneous answers, giving the right information at the right time 

Content

Day 1: Integrate Multiple Data Sources
 

• Understand the key components of an integrated model
• Input, Logic and Presentation blocks
• Construct and design a database
• Database design rules
• Understand bad practices that lead to static reports
• Discover the secrets of interactive reports 
  
   

Day 2: Build and Present Interactive Reports
 

• How to develop interactive charts that change at the click of a button
• Incorporate interactive commentaries that auto-reflect changes made in data
• Create an easy-to-navigate Board presentation 
  
   

Day 3: Budget Simulation and Intelligence
 

• Common reasons for delay in budget completion
• Design of input templates incorporating data validation and protection
• Modelling business processes to develop intelligent budget models
• Profit & Loss, Cash Flow and Balance Sheet
• Capital Expenditure Authorisation Model
• Use model to review business processes and re-engineer balance sheet
• Develop a ‘what-if’ simulation model to aid good decision-making   

Speakers

Mr KK Tang 
Elaine Chong 

Who should attend

This course is intended for accounting and finance professionals including CEOs, CFOs, business owners, entrepreneurs, bankers, brokers – and of course, those in practice who advise them. 

Location/Date/Time 

Glasgow 21-23       May 2012               09.30-17.00 each day
Edinburgh 17-19     September 2012      09.30-17.00 each day 

Fee

This fee includes course documentation, lunch and light refreshments.