Course overview
Description generated based on course syllabus and open data.
Excel for Business is used for budgeting, data analysis, and management reporting. The program focuses on data structure design, formulas and functions, visualization, and business model optimization. Curator: Oleksii Voshchak (13 years of experience in financial modeling across IT and banking).
Who Excel for Business fits and who it does not
Best suited for
- Financial analysts, accountants, planning and control managers.
- PMs, product and operations specialists who prepare recurring reports and budgets.
- Users seeking to standardize data processing and reduce manual work in Excel.
Not a good fit for
- Those needing only basic computer literacy without spreadsheet work.
- Users who do not handle tabular data or reporting.
- Those expecting a narrow focus exclusively on VBA or advanced add-ins.
Typical problems in Excel for Business → workable outcomes
- Scattered files and duplicates → unified table structure, data validation, and version control.
- Manual report assembly → parameterized templates with automatic range updates and summaries.
- Formula errors → calculation audit, test sheets, and proven patterns (SUMIFS, XLOOKUP, INDEX+MATCH, LET).
- Unclear charts → standardized visuals, data highlights, and consistent number formats.
- Slow analysis → pivot tables, slicers, scenario analysis, and data tables for what‑if.
- Planning uncertainty → sensitivity models, key drivers, and transparent calculation logic.
Comparison with alternatives: Excel for Business vs other approaches
- Google Sheets: convenient for browser collaboration; Excel offers broader functions, offline stability, and more flexible array calculations.
- BI platforms (Power BI, Tableau): strong in dashboards and multi-source data; Excel is faster for models, prototypes, and local scenarios. Approaches are complementary.
- Manual processes/notes: low reproducibility and no tracing; Excel provides formulas, validations, and repeatable templates.
Outcomes after completing Excel for Business
- A set of standard management reporting templates (P&L, Cash Flow, KPI view, plan/actual).
- A library of working formulas and functions with examples (SUMIFS, XLOOKUP, INDEX+MATCH, FILTER, LET, LAMBDA — subject to version support).
- Samples of pivot tables, slicers, groupings, and structured tables.
- Standardized charts and formatting rules for data presentations.
- A scaffold of a business model for budgeting and forecasting with an assumptions panel.
- A security checklist: sheet/range protection, edit restrictions, change tracking.
About the Excel for Business expert
Oleksii Voshchak: Ex-Partner at Bridges Consulting; responsible for project ROI, FDI group expense control, and management reporting implementation; prepared budgets, forecasts, and strategies for Oschadbank shareholders; led retail analytics at Ukrsotsbank; 13 years in financial modeling and business analytics.
Course Description
You will learn how to present data to colleagues, build, combine, and format different types of charts for reporting. Simplify your work, get rid of routine, and save time. Automate processes instead of reviewing them yourself.
Speaker: Oleksii Voshchak, Ex-Partner at Bridges Consulting - responsible for calculating project payback, controlling FDI group expenses, and preparing and implementing management reporting - prepared budgets, forecasts, and strategies directly for Oschadbank shareholders - led analytics in all areas of Ukrsotsbank's retail business - has 13 years of experience in financial modeling, development, and implementation of business intelligence applications in IT and banking
