Unlock the full potential of ERP data through advanced Excel integration techniques that transform raw system information into actionable business intelligence and automated reporting solutions. Participants will master sophisticated methods for extracting, transforming, and analyzing ERP data directly within Excel, bypassing traditional reporting limitations and creating custom analytics solutions. The curriculum emphasizes practical integration approaches using Power Query, advanced formulas, and VBA automation to bridge the gap between enterprise systems and analytical workflows. Through hands-on exercises with simulated ERP data, attendees will learn to create dynamic dashboards, automated reporting systems, and predictive models that leverage real-time enterprise data. This program transforms finance, operations, and analytics professionals into power users who can extend ERP capabilities through sophisticated Excel integration.
Objectives
- Master advanced data extraction techniques connecting Excel directly to ERP systems including SAP, Oracle, and Microsoft Dynamics
- Develop sophisticated Power Query transformations cleaning, merging, and shaping ERP data for analytical purposes
- Create automated reporting systems scheduling regular data refreshes and report generation without manual intervention
- Design interactive dashboards providing real-time visibility into key performance indicators and operational metrics
- Implement advanced Excel formulas and array functions processing complex ERP data structures and calculations
- Develop VBA macros automating repetitive data processing, reporting, and analysis workflows
- Create predictive models and what-if analyses using ERP historical data for forecasting and scenario planning
- Establish data governance frameworks ensuring accuracy, consistency, and security in Excel-ERP integrations
Target Audience
- Finance professionals creating management reports and financial analyses from ERP data
- Business analysts developing custom reporting solutions beyond standard ERP functionality
- Operations managers monitoring performance metrics and operational indicators through integrated dashboards
- IT professionals supporting business users with Excel-ERP integration and automation solutions
- Controllers and accounting managers requiring customized financial reporting from enterprise systems
- Supply chain analysts tracking inventory, procurement, and logistics metrics through integrated reporting
- Project managers monitoring project financials and resource utilization from ERP project modules
- Consultants implementing Excel-based reporting and analytics solutions for client organizations
Methodology
- Hands-on lab sessions connecting to simulated ERP environments and extracting data using various methods
- Power Query workshops transforming complex ERP data structures into analytical-ready formats
- Dashboard design sessions creating interactive visualizations and KPI scorecards from ERP data
- Automation development building scheduled reporting systems and data processing workflows
- Case study analyses examining real-world Excel-ERP integration challenges and solutions
- Peer programming sessions collaborating on complex integration and automation projects
- Best practice sharing discussions covering data governance, error handling, and performance optimization
