Learn how to create personalised reports that adapt to your preferred vertical and horizontal headings by utilising Excel's dynamic formula features, allowing you to easily analyse multiple metrics and produce a professional report in less time.
Description
In this recorded webinar, you will learn how to create customisable reports that can adjust both vertical and horizontal headings based on your preferences. By using cutting-edge dynamic formula features in Excel and optimising formula design, you will have complete control over the final report output. This streamlined process will allow you to conduct quick analysis across a variety of metrics, resulting in a polished and professional report in a fraction of the time.
Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.
Key topics:
- Creating a unique list of data for the vertical and horizontal lists to draw from
- Formulas generated COUNTIFS, INDEX MATCH, SMALL, ROW, SUMIFS, UNIQUE, TRANSPOSE SORT
- Create 9 separate reports based on a single baseline report
- Generate summary tables and charts from the 9 dynamic reports, quickly
As part of this webinar you will receive,
- Downloadable worksheets with practical tasks to embed the knowledge
- A learning manual with step-by-step instructions
This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Click here for Marcus' biography.
Course updated: May 2023
Learning objectives
- Generate formulas by incorporating a hashtag to invoke Excel’s dynamic feature
- Generate a range of Excel formulas that can dynamically adjust in size and complexity based on user input
- Create a neat output report based on a range of dynamic formulas that can be customised to meet specific needs