Course outline

Dashboard Control Panel Navigation Design

Case:How to add navigation button on excel worksheet
Process:Adding Interactive Controls to Your Dashboard
Model: Navigation dashboard Model

B/S Dynamic Dashboard Report

Case: Focusing on asset structure
Process:Analysis the dimension and hierarchy of data
Model:B/S Dynamic Dashboard Model

6D Dashboard Design Model

Case:The principle of Dashboard Design
Process:How to apply 6D methodology in your dashboard design?
Model: Moving from Excel to dashboard

Board Dashboard Report P&L Dynamic Dashboard Report

Case:Focusing on profitability performance
Process:Rearrange your data source
Model: P&L Dynamic Dashboard Model

Cash Flow Dynamic Dashboard Report

Case: Focusing on cash movement and category
Procedure: Design the format and calculation structure
Model:Cash Flow Dynamic Dashboard Model

Reading Financial Reports in 30 minutes

Hunter Jiang

IFA Australia Founder
Senior Group Financial Controller

Hunter has designed and delivered many practical hands-on step by step training courses to accelerate the acquisition of financial management skills. As well as identifying key financial concepts in budgeting, reporting and analysis, he supports this knowledge with many simple and sophisticated Excel models. He also has the ability to access complex BI and reporting tools and make them come alive in common sense ways which can be replicated by the learner back in the office environment.




Case Study

Over 200 Corporate real case studies


Apply industry benchmark level best practices


Combine working knowledge and Excel skills


The course material includes extensive use of Excel and participants will gain the maximum benefit from this course if they are already competent spreadsheet users. It is designed for users who do use Excel on a regular basis, and are comfortable with using its tools and functions. At minimum, it is assumed that participants will know how to: Navigate confidently in Excel Use absolute cell references (e.g. =$A$1) Create and use advanced Excel tools and functions on a regular basis

Excel Version

Public courses are run in classroom set-up without workstations provided. Participants must bring their own laptops . The course is demonstrated using Microsoft Excel 2016, but participants can use Excel 2007 or 2010 if they prefer. Course materials contain instructions for different versions, and Excel 2011 for Mac users are also catered for. Those who would like to use a Mac are most welcome to bring their own laptops but not preferred.

ERP Installation

Public courses are run in classroom set-up without workstations provided. Participants must bring their own laptops . The operation part of the course is demonstrated using fortune 500 global business ERP system , the participants can use their window system to install the interface so they can experience the real word working environment . Those who would like to use a Mac can not install the interface.

In This Class You'll Get to...

Free Consulting

Our experienced consultant's will help you identify the skill gaps for your next move.

CPD Certificate

A formal company letter will be issued to you after class to help you claim your CPD hours.

Free Resume Edit

Our experienced consultant's will help you edit your resume before you apply for the target role.

Our Customers

Michele Meng
Financial Accountant

“The course had a fresh approach and was very interesting. The case studies and readings were excellent. The presenter was engaging.”

Financial Closing Course

Christina Li
Financial Accountant, Retail Industry

“The 3 courses around month end ( Month End Closing, Balance Sheet Reconciliations, P&L Review) are fantastic. They provide very practical steps for the work for the first 2 weeks of the month. This is training that is not really available elsewhere and usually has to be passed on by the senior members of the team.”

Financial Analyst , Government

“The course was amazing with lots of practical examples and classroom exercises. I learned a lot od new techniques and I am looking forward to impressing my boss next week.”

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Level 5 ,251-253 Elizabeth Street, Sydney NSW 200

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+61 499 180 115

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