Advanced Excel: Design, Develop and Discover (3-D) – Automated HR Reporting

Event Date: 3 October 2014
Event Time: 9am – 5pm
Location: PSB Academy

By Kevin Lee, Associate Trainer
Fees: S$750.00 (GST will not be applicable)

Discover and reveal the insights hidden in your data

Microsoft Excel is a very useful spreadsheet application designed to save our time and make easy work of calculating, displaying and sharing data. This workshop will provide you with an understanding (or power) of the most effective features of MS Excel that are applicable to HR reporting. Develop interactive excel models for informed decision-making.

Course Objectives

  • Design, Develop and Discover (3-D): Interactive Reports
  • Avoid practices (inefficiency) that lead to static reports
  • Design an appropriate database to support all reporting requirements
  • Discover the secrets of automated reports – illustrated in case studies
  • Develop interactive charts that changes via a click of button
  • Incorporate interactive commentaries that auto reflect changes made in data
  • Converting the static, routine report into an easy-to-navigate automated excel presentation
  • Able to create comprehensive and stunning reports and graphs
  • Design, Develop and Discover (3-D): value-added reports through extensive use of visual and graphical technologies
  • Transform data from any HR systems into meaningful reports using effective Excel 2013

Course Outline

    • HR reporting model – Concept and development using Excel modeling
    • Database build and management,
    • Feature of excel databases
    • Databases design and rules
    • Design, develop and Discover (3-D) the data bank/ data warehouse
    • Importation (automation) data into data bank
    • “Advanced” Excel Functions, Business Reporting Model via case study
    • Creating the link-bridge and central-control function
    • Combine combo box to select variable
    • Design, develop and Discover (3-D) logic analysis/ analytics
    • Create dynamic data range for charts
    • Monthly report updating (automation)
    • Continue to update the report
    • Interactivity with conditional formatting
    • Design, develop and Discover (3-D) automated presentation
    • Managing report – summary vs details
    • Interactivity chart & Interactive commentary
    • Automated Excel presentation
    • Navigating the reports

Workshop Leader

Kevin Lee formed his professional boutique consultancy and advisory firm specializing in corporate structuring and restructuring, enterprise tax risk management and corporate advisory services under the brand name “RYSAAC (睿鉴 隴西)” in early 2005. Since then, RYSAAC has gone strength-to-strength, collaboration strategically with several professional firms, including audit firms, management consultancy & corporate advisory companies and an internationally well-known publication. His clients are those of mainly individual and corporate clients who are seeking independent professional opinions and tax advisory services. Kevin is the full member of the Association of Chartered Certified Accountants (ACCA), Institute of Certified Public Accountants of Singapore (ICPAS), Singapore Institute of Accredited Tax Professionals (SIATP), Singapore Institute of Directors (SID) and fellow member of Malaysian Institute of Management (MIM). He graduated from the London School of Economics and Political Science (LSE), University of London with BSc (Hons) in Economics and Management and an executive diploma in directorship from Singapore Management University (SMU).

Click here to register.