View all the services available for students of the Institute
Study with us
View member services
Services to support your business
This course introduces two of the most powerful Excel 365 reporting and analysis tools - Power Query and Power Pivot, using them to produce an Excel Dashboard. We will examine Excel tools for ‘What if’ and newer techniques in the very important data analysis areas of LOOKUP (especially XLOOKUP) and FILTERING. Finally, we will use the Excel Dashboard we have created to communicate the results via exchanges between Excel and PowerPoint.
This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.
This course is aimed at experienced Excel users who have to:
This course has four main parts:
This course will operate with a mixture of instructor-delivery and practical exercises using a case-study approach. The emphasis will be on delivering practical techniques which can be used in everyday work, rather than on esoteric theory.
Participants will benefit from:
Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930.
This course shows participants how to automate data collection, processing, and reporting using AI, PowerQuery, VBA, and scripting tools. Learn to streamline workflows, reduce manual effort, and improve data accuracy. Automate report generation, reconciliation, and compliance tasks while leveraging AI for smarter decision-making. Gain hands-on experience building efficient, end-to-end data automation solutions.
This course is designed for those who want to appraise and improve the way they utilise the features of MS Excel and MS PowerPoint to communicate effectively. It will challenge how we present information and explore how we can engage our audience and transfer technical and financial information clearly and simply.
This one-day course equips finance professionals with practical SQL skills for data analysis and reporting. Participants will learn SQL fundamentals, connect Excel to cloud databases, write tailored financial queries, and use Excel's data modelling and visualisation tools. With hands-on exercises, this course enhances financial data retrieval, aggregation, and visualisation, making data-driven decision-making more efficient.
The aim of the course is to provide a general introduction to spreadsheet modelling and related analysis. During the course, participants will create a model 'from scratch' and the use of this model for various outputs, as outlined below (ROI, dashboard outputs etc.). This is augmented by a feed of given data into the model from 'history' to allow comparisons etc. with the model outputs.
Advances in AI coupled with modern features in PowerPoint greatly simplify creating eye-catching and informative presentations. Effective usage of Copilot or ChatGPT cuts the time and manual input required for presenting and reporting on data for regular meetings, ad-hoc assignments or regulatory requirements. This hands-on course will guide you through using AI Tools with Microsoft 365 to efficiently and professionally present information.