Excel Series: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting (Part 3) - 2021
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Excel Series: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting (Part 3) - 2021

CPD Hours: 2

Price: R495.00


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Excel Series: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting (Part 3) - 2021

Presenters : Dr Riana Steyn

This webinar on demand is part of a series of webinars. Click here to read more


Overview

This practical series (presented in interactive workshop format) will develop an applied understanding of essential Excel skills aimed at improving productivity. The three webinars will focus on developing the skills to be able to perform financial data analysis, develop financial/tax reconciliations and compile professional reports to improve forecasting for better business decisions, as well as for presentation to clients.

This series aims to develop professional competencies such as data analytics, digital affinity, analytical thinking and review, analysis and monitoring of information. Participants will be provided with data sets to work with to practically apply all concepts covered in the series.

This series consists of three parts:

Part 1: Excel Essentials for Tax Accountants

Part 2: Useful Excel Skills to Improve Productivity

Part 3: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting


Webinar Content

Part 3: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting

This webinar will focus on developing the skills to be able to compile professional reports to improve forecasting for better business decisions, as well as the ability to compile professional reports for presentation to clients.

The key concepts that will be discussed in this webinar are:

  • Creating and managing pivot tables to detect trends and make data comparisons.
  • Understanding and creating line graphs for financial data/report interpretation.
  • Managing graph layouts and adding notes to graphs to apply in management accounting reports.

Data sets to be used during this webinar include:

  • Quality control data.
  • Price lists and inventory (stock).

Outcomes

After attending these webinars, you will be able to:

  • Apply basic Excel features/functions in your practice to save time and improve productivity.
  • Improve the technical accuracy (integrity) of your work by improving the process of importing, cleaning, and validating data.

Who should attend?

This series is aimed at tax accountants who are already proficient in basic excel.

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