Training:Databases & Reporting in Excel

July 06, 2017

South China - Guangzhou

Databases & Reporting in Excel

Course Objectives

  • In this training, Excel 2016 for finance will be introduced. In addition to the introduction of classical functions in Excel 2016, the trainer will insist on the logic: for constructing files, for using formulas, for checking data. 
  • The training will be divided in two independent modules and will be based on a practical approach and exercises. 
  • A detailed training support will be given for each module in order to easily find out all the steps introduced during the training.

Who Should Attend?

  • Finance Staffs in finance department, anyone who has to use Excel more or less intensively.
  • Required level: intermediate in Excel, no level required in finance.

Course Outline

  • Use Excel as powerful software and not as a simple board.
  • Define a logical framework for using Excel.
  • Develop logical and readable Excel workbooks and documents.
  • Use formulas for improving automation – from the simple sum to personalized macro functions.

The training will be based on a practical approach and exercises. It will be completed by a detailed support. The two modules are independent but related and we advice to attend to the two modules.

Module 1:

Section 1: short introduction of Module 1; 

Section 2 and 3 propose a general configuration for excel; 

Section 4 gives an overview of Excel 2016 menu; 

Section 5 gives principles for efficient workbooks in Excel;
Section 6 introduces the notion of table;

Finally, section 7 gives you some useful tips for using Excel. 


Module 2:

Section 1: short introduction of Module 2; 

Section 2 reminds the notion of Excel formula and introduces the main formula for databases management and reporting; 

Section 3 explains the principle of reports and introduces the pivot table – how is it constructed and how to use it;
Section 4 presents graphs’ principles and graphs’ layout;
Section 5 insists on the main properties of a good report.

Remarks: We also can provide English or French version and in-house training sessions according to your needs.


Ms. Liu Qin

She has earned a Bachelor's degree in Accounting from Nanchang University and is currently an Excel Trainer and outsourced finance director assistant of a few SMEs in Shenzhen with responsibility of closely monitoring financial operations and effectively implementing financial decisions made in line with business strategies.

Our Events

Our services

our board of sponsors

    • Accor Services
    • Adamas Avocats Associés
    • Airbus China Beijing Representative Office
    • Airfrance
    • Alstom
    • Altavia Advertising Co., Ltd.
    • Arkema (China) Investment Co., Ltd. Shanghai Branch
    • Axa Beijing Representative Office
    • Bnp Paribas
    • Bred
    • Bureau Veritas
    • Carrefour (China) Management&Consulting Service Co., Ltd.
    • ClubMed
    • Cpmc
    • Credit Agricole CIB (China) Limited
    • Dassault System
    • Decathlon
    • Dragonfly Group
    • Ds Avocats
    • Emlyon
    • Engie
    • Ey
    • Faurecia
    • FescoAdecco
    • Fred & farid
    • Gide
    • Groupama AVIC Property Insurance Co., Ltd.
    • Hywin
    • Learningtribes
    • Mazars
    • Michelin
    • Nantongsijian
    • Orange
    • Oréal (China) Co., Ltd.
    • Pernod Ricard China
    • Pierre & Vacances-Center Parcs
    • Pierre Fabre
    • Psa Peugeot Citroën
    • PwC
    • Renault
    • Safran China
    • Saint-Gobain
    • Sanofi
    • Schneider
    • Scor
    • Skema
    • Société Générale
    • Splio
    • Thales
    • Tlscontact
    • Total
    • UGGC & Associes
    • Valeo
    • Veolia