“A revolutionary approach to analysis and reporting which will reduce the time spent from days to minutes. Discover how to use simple spreadsheet functions to create interactive reports, dynamic charts and automated.

HOW THIS IS ADDRESSED?

The i3bar – Certificate In Business Analytic and Reporting is a best practice methodology for Excel applications development. It provides a standard approach using simple formulate and logical structuring of data, logic, and reporting to produce reliable, robust, and maintainable models. These can also be highly interactive enabling users to carry out their own analysis directly or enabling the model to be used to present and answer user

WHO SHOULD ATTEND?

Suitable for anyone who produces reports in MS Excel regularly.

It is recommended that i3BAR participants should have at least two years prior experience working with MS Excel.

The 3-day i3BAR does not teach excel functions, it emphasizes on solving actual workplace reporting challenges through structure and methodology. It is IMPORTANT that participant practices the few good functions in the pre-learning materials BEST attending the class.

LEARNING OBJECTIVES

At the end of the program, participants will be able to:

• Integrate data from disparate data sources into Excel
• Build reliable and sustainable excel-based reporting models
• Construct interactive models for decision making
• Create scenarios and what-if analysis
• Produce visually attractive and impactful reports

WHAT YOU WILL LEARN?

i3BAR teaches you to create reliable and interactive MS Excel models with no additional software or licenses required. A revolutionary approach to analysis and reporting which will reduce reporting time from days to minutes.”

Discover how to use simple spreadsheet functions to create interactive reports, dynamic charts and automated commentary. i3BAR provides the skill to build integrated Excel models that improves your speed, accuracy and interactivity in the reporting process. So do you want to transform your regular analysis and reporting and reduce the time spent from days to minutes? This course is a revolutionary approach and meets your unique business challenges at a fraction of the time take compared to your standard practice and process. It enables you to present concise information to management quickly and with maximum data integrity.

This is a 3-day intensive hands-on Certification course.

DAY ONE | iBAR principles & modelling techniques

• Design rules for the 3 block structure of an integrated model (input, logic and presentation blocks) enabling data to be smoothly integrated from multiples sources into multiple reports
• The 2 stages of model building; constructing the foundation and creating the “data bridge” for automating updates.
• 7 essential principles of making sustainable spreadsheet models (finance or non-finance) that are easy to maintain and structured to support future changes and development
• 5 steps to data transformation – turning what you have into what you want

DAY TWO | Build and Present Interactive Reports

• Securitizing performance obligations

• Bonds and guarantees
• Parent company guarantees

• Letters of intent, comfort, or awareness
• Insurance policies
• Assessing the need for financial security


DAY THREE | Resolving Disputes Simulation, What-if Decision Models

• Proper budget simulation and “what if” analysis; building assumptions tables and modeling using the four cost behavior types for expense simulations
• Commonly overused and misused techniques (including Vlookup, Pivot Tables and Macros), where, when and why they should be used to manage file size, performance and maintainability
• Develop a ‘what-if’ simulation model to aid good decision making