i3BAR – Integrated, interactive and intelligent excel models for business analytics and reporting
Price: £1650 + VAT
Glasgow, 23-25 November 2016
Most people are self-taught in Excel or have only been trained in functions/ specific techniques or narrow approaches.
While they can often produce models to solve problems - these are often overly complex/ difficult to maintain and are rarely interactive and user friendly.
Because most people don’t follow a standard design/ structure and models are undocumented it is very difficult for them to be handed over or supported and maintained long term.
How this is addressed
i3BAR - Certificate in Business Analytics & Reporting
A best practice methodology for Excel applications development. This provides a standard approach using simple formulae 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 queries in real time.
As part of the course participants learn how to go from a problem and raw data to building an interactive Excel based application. Although the course uses a financial reporting model to illustrate the principles, the principles have been successfully applied to many areas including HR, Sales, Marketing, Procurement, Engineering etc and to non-financial data such as written commentaries, performance metrics, engineering data etc.
i3BAR is now a standard methodology for design and development that is used worldwide and enables i3BAR certified professionals to pick up and understand models developed by others trained in the same method. This has led to it becoming a corporate standard in many organisations and a recognised and valued international qualification.
i3BAR provides the skill to build integrated Excel model that improves your speed, accuracy and interactivity in the reporting process.
This course is Excel-driven but is not about Excel functions. Rather it is the application and combination of those functions in the most creative manner to meet your needs in the work place. An overview of the 3-day course:
Day 1: Integrate Multiple Data Source
Day 2: Build and Present Interactive Reports
Day 3: Budget Simulation and Intelligence
This course will benefit CFO's, financial controllers, accountants, finance managers, business managers who find generating management reports too time-consuming and rigid for analysis purposes. Good prior knowledge of Excel is assumed. In order to make optimal use of the course you must have been using Excel for at least 2 years.
The attendee list for this event is exclusively available to CAs.
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Full speaker list
All of our presenters are experts in Business and Financial Management and have worked in the fields that they deliver courses on. All have experience in either the private or public sector, with some having worked in both sectors. Our key speakers have held senior positions in a range of organisation including the FTSE 100. The Programme Manager of this division has held leading roles in organisations such as Boots, Reed Elsevier and Sainsbury's.
View full event details
- Day 1: Integrate Multiple Data Sources
- Understand the key components of an integrated model
- Input, Logic and Presentation blocks
- Construct and design a database
- Database design rules
- Understand bad practices that lead to static reports
- Discover the secrets of interactive reports
- Day 2: Build and Present Interactive Reports
- How to develop interactive charts that change at the click of a button
- Incorporate interactive commentaries that auto-reflect changes made in data
- Create an easy-to-navigate Board presentation
- Day 3: Budget Simulation and Intelligence
- Common reasons for delay in budget completion
- Design of input templates incorporating data validation and protection
- Profit & Loss, Cash Flow and Balance Sheet
- Capital Expenditure Authorisation Model
- Develop a 'what-if' simulation model to aid good decision-making
Detailed Course Outline
This is a 3-day intensive hands-on Certification course. Module 1 will be covered as a pre-course work via email. The intention is for participants to fully embody the skills taught which will serve as great foundation for the upcoming modules.
Proficiency in Core Excel Functions
Understand the use of core functions in the following clusters and its application in the right environment:
Integrate Multiple Data Sources
Build and Present Interactive Reports
Budget Simulation and Intelligence
In addition to the 3-day hands-on training, IBA reinforces success through a comprehensive learning support system.
Active Community of Practice
i3BAR alumni can tap into the network for additional support in excel modelling. You will also be invited to networking, sharing and learning sessions to continue your learning journey.
Post Course Project Work
You can opt to submit a project work after the course, to build interactive Excel Models that solve your current business needs. You will receive guidance in applying the newly acquired i3bar concepts into your project work which is to be submitted 4 weeks after the course.
Certification of Competency
This is awarded to all participants who successfully submitted and assimilated the i3BAR concepts in building a working model. This internationally recognized Certificate is valued by employers as it confirms the participant's ability to solve business reporting needs.
Tel: 0330 060 3303