Certified Reporting Professional

Reporting is one of the central tasks in controlling. Data must be provided promptly, reports must be clear and user friendly. In the course you will obtain the know-how to skip inefficient processes and design perception-optimized management reports. Essential is the professional mastery of the "reporting tool" Microsoft Excel.

Key Facts
Certified Reporting Professional

Dates
April 13 - September 14, 2021
Location
online
Program Fee
3.950 Euro
Language
German
Format
Extra-occupational training

4 Reasons for the Training Certified Reporting Professional

Reporting Design - Information simply and clearly: You learn perception-optimized reporting and increase the efficiency of your dashboards through eye-tracking.

Certificate/University Certificate: Upon completion of the modules and the Reporting Power Camp, as a successful participant you will receive a recognized certificate as a Certified Reporting Professional.

Structure
and Course Contents

When completing the program Certified Reporting Professional

  • you master the requirements for content, design and processes of effective reporting;
  • know the main formulas and functions of Microsoft Excel which are important for the creation of business reports,
  • will have acquired at least basic knowledge of macro-programming to further increase efficiency in reporting,
  • will be able to design perception-optimized graphics and dashboards.

Certified Reporting Professional – Modules

Core module 1: Excel Professional (13.04. - 21.04.2021)

Objective:

In this course you acquire the specific usage of Excel 2016 in economics which will assist your work as a controller. You learn to make the most out of the extensive functions of the program and thereby simplify your work processes significantly.

Structure and Contents:

  • Assign and consolidate big amounts of data
  • Import and export of data in Excel for controlling
  • Using the Goal Seek, the Scenario Manager and the Solver to make efficient decisions
  • Management Information Design - master creating ambitious charts 
  • Functions for financial mathematics
  • Use of text functions
  • Creation and analysis of more complex Excel formulas
  • Track down formula errors
  • Sparklines - small charts with huge impact
  • Dynamic Charts
  • Matrix functions: the third dimension of Excel formulas
  • Data tables
  • Web queries

Dates: 

13.04.2021, 09:00 am - 12:30 pm
14.04.2021, 09:00 am - 12:30 pm
20.04.2021, 09:00 am - 12:30 pm
21.04.2021, 09:00 am - 12:30 pm

Trainer: Patrick Schwarzl, MSc MIB, PACEup

Individual Module Price: 1,190 Euro

Elective A: Excel with VBA (27.04. - 28.04.21)

Objective:

You are an advanced user of Excel and want to standardize time-consuming, repetitive steps by using Visual Basic for Application (VBA)? VBA is easy to use, efficient, minimizes the error rate and can be adapted for your personal use. The software development of Excel gives you the opportunity to automatize your workflow without any programming knowledge - and we support you with it.

Structure and Contents:

  • Application and performance of macros
  • Create macros by using a macro recorder
  • Macro security
  • Identify macro errors by targeted testing
  • Tools to unlock existing macros
  • Create smart and simple macros by using loops
  • Implement macros in control elements
  • Tab “developer tools” - access to macro commands
  • Ways to run macros
  • Testing in single step mode - discover macro errors
  • Work with macro comments
  • Realize your own menus with macros

Dates: 

27.04.2021, 09:00 am - 12:30 pm
28.04.2021, 09:00 am - 12:30 pm

Trainer: Mag. Andreas Übl, Mayr-Melnhof Karton Gesellschaft m.b.H.

Individual Module Price: 790 Euro

Elective B: Excel with RPA (11.05. - 12.05.21)

Objective:

Using automation software as an example, this seminar offers you an alternative way to automate the standardized, constantly repeating part of your work. Starting from Excel applications in the context of reporting, e.g. the creation of complex, dynamic reports, you will create your own bots. Bots that also elegantly distribute these reports, bots that can act across programs. For example, you create a data exchange between the Web, Outlook and Excel.

Structure and Contents:

Overview of chart types and elements in Excel

Preparing data for diagrams - the most important functions

Use charts to identify data trends

  • Column, bar and line charts
  • Point and bubble diagrams
  • Waterfall diagrams, treemap, sunburst, box plot
  • useful combinations

Use of symbols in diagrams

Diagrams with dynamic color change

Conditional formatting to visualize critical data in a table

Representation of actual vs. planned target achievement

  • Highlights, Overlay & Transparency
  • Conditional color change in the X-axis
  • Bullet diagrams as alternatives

Diagrams that will surprise you: 

  • Panel diagrams - building multi-diagram pages
  • Pivot charts with data slices
  • Gantt charts for project tracking

Geography to display KPIs per location

Dates:

11.05.2021, 09:00 am - 12:30 pm
12.05.2021, 09:00 am - 12:30 pm

Trainer: Mag. Andreas Übl, Mayr-Melnhof Karton Gesellschaft m.b.H.

Individual Module Price: 790 Euro

Core module 2: Data modeling and Visualization with Power BI (18.05. - 26.05.21)

Objective:

In this course you will learn to use Microsoft Power BI for data modeling, determination of key figures, interactive visualization and for mobile dashboarding. Learn how Power BI can be used for the spontaneous visualization of distribution and HR data and how potential foreknowledge of Excel Power Query and Excel Power Pivot can be used intensively and even expanded. The acquired knowledge can then be applied to numerous other areas of your daily controlling practice.

Structure and Contents:

General conditions for the use of Power BI

  • What is Power BI and what are its components?
  • Classification of BI dashboarding tools / market trends
  • How does Power BI compare to Excel, Power Query, Power Pivot and SQL Server?
  • Data Governance as a prerequisite for the introduction of Power BI

Visualization with Power BI

  • Basic visualizations with bar and column charts, filled maps, tree maps and tables/matrix.
  • Interactive analysis with Cross-Filter, Slicer, Drilldown and Drillthrough
  • In-depth use of Headcount Reporting, P&L Reporting, Actual/Plan Variance etc.
  • Dynamic Visualizations with Bookmarks and Measures
  • Best-practices of layout, color scheme, grids, visual composition and mobile view
  • Storytelling with BI
  • Insight into the use of mobile app / cloud service

Basics of analytic data modeling

  • Import of fact and dimension tables and assignment with the integrated data model
  • Adding hierarchies and business logic
  • Discussion: Flat Table vs. Star Scheme vs. Advanced Data Modeling
  • Introduction to DAX formula expression language
  • DAX formula syntax and application in Measures, Columns and Tables
  • Measures for business key performance indicators (DB quota, revenues per customer etc.), time intelligence functions (year-to-date, change in prior period etc.) and iterations (highest daily revenue etc.)

Application of what has been learned in the form of a final example / use case. 

Dates: 

18.05.2021, 09:00 am - 12:30 pm
19.05.2021, 09:00 am - 12:30 pm
25.05.2021, 09:00 am - 12:30 pm
26.05.2021, 09:00 am - 12:30 pm

Trainer: Patrick Schwarzl, MSc MIB, PACEup, Mag. Robert Lochner, Linearis GmbH

Individual Module Price: 1,190 Euro

Core module 3: Professional Visualization with Excel (08.06. - 16.06.21)

Objective:

Visualize the most important business indicators in a compact form to obtain a clear overview and transparency and thus effective reports. In this course you will learn how to conduct graphical analyses and how to display contents clearly with Excel 2016. Creative tips and tricks help you to efficiently and effectively solve challenging visualization tasks.

Structure and Contents: 

  • Overview of chart types and elements in Excel
  • Prepare data for charts - the most important functions
  • Recognizing data trends by using charts
    • Bar, column and line charts
    • Dot plot and bubble charts
    • Waterfall, treemap, sunburst, boxplot charts
    • Useful combinations
  • Use of symbols in charts
  • Dynamic color changes in charts
  • Conditional formatting for chart visualization of critical data
  • Actual/Plan Variance Chart
    • Highlighting, overlapping and transparency
    • Conditional color changes of the x axis
    • Bullet charts as alternatives
  • Charts that will surprise you:
    • Panel charts - create multiple-chart pages
    • Pivot charts with slicers
    • Gantt charts for your project planning
  • Geography to visualize KPIs per location
  • Outlook on visualization with Excel 2019

Dates: 

08.06.2021, 09:00 am - 12:30 pm
09.06.2021, 09:00 am - 12:30 pm
15.06.2021, 09:00 am - 12:30 pm
16.06.2021, 09:00 am - 12:30 pm

Trainer: Conny Walchshofer, Johannes Kepler University Linz

Individual Module Price: 1,190 Euro

Core module 4: State-of-the-Art-Reporting (22.06. - 30.06.21)

Objective:

State-of-the-art reporting is characterized by the right visualization of decision-relevant information and key performance indicators. It also consists of professional design and of a system that technically supports the processes. In this seminar you will learn about empirically sustained principles of perception-optimized reporting design. You will implement these principles in case studies in Excel. Based on this, you will discover how to develop and implement optimal solutions for your own business.

Structure and Contents:

  • Basics of reporting and controlling with key performance indicators
  • Contents and messages of effective reports
  • Reporting Design - Edit and communicate information in a simple, clear and standardized way
  • How eye tracking helps to measurably increase efficiency and effectiveness of reports and information dashboards
  • Basics of perception-optimized reporting design for charts, tables and information dashboards
  • Business-specific design and implementation of perception-optimized reporting
    • Standardizing vs. individualization of reporting
    • Development of a reporting-design guideline
    • Examples for implementation and testimonials from optimization projects
  • Professional process design in reporting
  • Final case study

Best-practice Report: Ing. Mag. Josef Eitzenberger, MSc, Wiener Stadtwerke Holding AG State-of-the-Art-Reporting in the group of companies

Dates:

22.06.2021, 09:00 am - 12:30 pm
29.06.2021, 09:00 am - 12:30 pm
30.06.2021, 09:00 am - 12:30 pm

Trainer: Conny Walchshofer, MSc, Johannes Kepler University Linz, Ing. Mag. Josef Eitzenberger, MSc, Wiener Stadtwerke GmbH

Individual Module Price: 1,190 Euro

Diploma examination Certified Reporting Professional (14.09.21)

Objective

On the basis of the knowledge acquired in the course, you have the opportunity to implement the new knowledge in your company in the course of your own project. You create your report "masterpiece" and submit it as a final thesis for the course. In the Reporting Power Camp, a jury consisting of representatives from the Controller Institute, business practice and research will evaluate your work. You will benefit from feedback, tips and further coaching and, if your assessment is positive, you will receive a diploma as a Certified Reporting Professional.

Structure and contents

"Masterpiece"

  • You will create a sample report based on the technical and conceptual knowledge you have gained in the course. For this purpose, you can further develop existing reports in your company or design a new one.
  • The report will be submitted to the jury of the Controller Institute before the Power Camp.

Presentation and discussion

  • On site you present your "masterpiece" to the members of the jury. You will receive detailed feedback and tips for further development.

Benefits

  • You benefit from comprehensive feedback and the "view from outside".
  • Experts are available for professional sparring and numerous tips and tricks.
  • You develop a report that is evaluated and can be used immediately in your company.

Date:

14.09.20201, 9 am - 5 pm

Trainer: Mag. (FH) Josef Baumüller, FH-Prof. Dr. Christoph Eisl, University of applied sciences Upper Austria, Campus Steyr

Individual Module Price: 790 Euro

“I can unreservedly recommend this seminar to everyone striving to build state-of-the-art reporting or to further develop it. The combination of a practically oriented seminar and the latest scientific findings led to a significant increase in my know-how. Now I am able to create state-of-the-art reports independently thanks to the contents taught by excellent and highly-skilled guest lecturers.”

Toney Rai, MSc, Treasury & Controlling, Bausparkasse (Erste Group); Absolvent Certified Reporting Professional

Target Group and Participants

The course “Certified Reporting Professional” is aimed at specialists and managers who are interested in fundamental technical contents to implement reporting in their company and want to provide relevant information effectively by means of perception-optimized design. 

MBS offers this course in cooperation with the Vienna Controller Institute. For more than 35 years, Controller Institut has been a market-leading educational partner for business administration and management development in companies, non-profit organizations and public administration with a focus on controlling, accounting, corporate finance as well as strategy and leadership. With its three service components - training and further education, community and knowledge network - the Controller Institute offers a unique and powerful approach to learning and competence development. Every year, more than 3,000 participants take part in the Controller Institute's training and executive education programs.

Your Trainer

Mag. Andreas Übl

Mayr-Melnhof Karton Gesellschaft m.b.H., Head of Planning & Reporting

 

Patrick Schwarzl, MSc MIB

PACEup Management-Consulting, Geschäftsführer

 

Conny Walchshofer, MSc

Johannes Kepler Universität Linz 

 

Would you like to learn more?

Studienberater MBS: Julia Brotzki
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