Excel for Controlling – Modern Data Analysis & Automation

Optimize your controlling work with the latest features of Microsoft Excel 

In this hands-on seminar, you will learn how to analyze data efficiently, evaluate it professionally, and visualize it clearly. You will discover how to use PivotTables, Power Query, and automated workflows with macros to solve complex controlling tasks faster, more accurately, and with greater transparency.

You will explore how the right Excel tools help you save time and elevate your reports — from variance analysis and dynamic tables to meaningful dashboards and charts. Practical exercises allow you to apply what you learn immediately, supported by valuable tips and tricks for professional use in your daily work.

Our experienced trainers will show you:

• how to structure and process large data sets efficiently
• how to use Power Query for reliable data imports and transformations
• how to create professional reports using PivotTables and charts
• how to apply essential controlling formulas correctly
• how to automate recurring tasks using macros

Your Benefits at a Glance

• Practice-oriented learning with real controlling examples
• More efficient workflows through automation and modern data analysis
• Create professional reports & dashboards in minimal time
• Flexible: participate on-site or live online

Seminar Content

Dynamic Tables & Data Processing

• Efficient handling, calculation, and organization of large data sets
• Using modern Excel functions in Microsoft 365

Data Analysis, Evaluation & Reporting

• Building meaningful variance (actual vs. target) analyses
• Importing data from multiple sources with Power Query
• Avoiding and correcting data import errors
• Using date, time, and text functions effectively

Formulas & Functions for Controlling

• Filtering techniques for large data volumes
• VLOOKUP, XLOOKUP, IF, AND, OR and other conditional functions
• SUMIFS, AVERAGEIFS, VSTACK, HSTACK and more

PivotTables & Visualization

• Creating, formatting, and calculating with PivotTables
• Conditional formatting, slicers & timelines
• Visualizing KPIs with charts and dashboard elements

Macros & Automation

• Recording, editing, and applying macros
• Practical automation examples from controlling processes

Prerequisites

• Good working knowledge of Microsoft Excel
• Familiarity with formulas, cell references, and tables
• Knowledge of PivotTables or Power Query is helpful but not required

Target Audience

This seminar is designed for:

• Controllers
• Financial analysts
• Accountants
• Project managers
• Professionals who regularly work with data analysis, reporting, and KPIs

Ideal for anyone who wants to expand their Excel skills specifically for controlling and make efficient use of the newest features in Microsoft 365.