Targeted at finance professionals aiming to improve reporting processes, remove common time-consuming bottlenecks and reduce manual intervention in data update, this session demonstrates changes in workbook design to meet these objectives.

It canvasses techniques for structuring reporting workbooks; properly segregating data; implementing flag - or switch - formulas to simplify reporting and aggregation formulas to streamline the reporting process. It introduces techniques for designing user-configurable reports. It includes the construction of Waterfall & Bridge charts which will automatically classify items and shows a simple yet sophisticated technique to build the chart so the scale will be adjusted automatically.

Participants should be familiar with Excel and comfortable working with formulas such as IF, INDEX, MATCH and XLOOKUP, basic numeric formatting, the use of Data Validation and basic charting features in Excel.