Blended learning

Excel for controllers

Using pivot tables and Excel applications correctly

This blended learning is held in German.
By combining Excel functions and the pivot table, Excel can become a powerful controlling tool. This training shows the typical areas of application of Excel in controlling. Alternative solutions using Excel are also presented. You will practise and deepen your Excel skills with case studies from the controlling environment. You will learn how to use Excel correctly and sensibly for the respective task. You will also receive information on the performance aspects and error-proneness of Excel solutions.
Module 1: Self-study phase
15 minutes
Information on
Information on
  • Getting to know the:the trainer.
  • Goals and benefits.
Module 2: Self-study phase
30 minutes
Learning impulses to convey content and prepare for the face-to-face seminar
Module 3: Classroom seminar
2 days
Excel for controllers
Excel for controllers

Brief introduction to the core features in Excel

The genius of the pivot table when analyzing data

Excel applications in controlling

The calculated column and its meaning when evaluating data

The best tips and tricks

Module 4: E-learning
1 hour
E-learning for the practical transfer of what has been learned
E-learning for the practical transfer of what has been learned

Video: Excel in controlling: Fast and flexible data analysis with pivot tables

Contents

Direct implementation on your own laptop!

Brief introduction to the core features in Excel

  • The importance of the cell approach versus the table approach in Excel for controllers.
  • The "Format as table" feature and its many advantages - also when using functions.
  • Calculating with speaking names.
  • No calculations in the data table.

The genius of the pivot table when analyzing data

  • Become a pivot table pro in 3 steps.
  • The most important basic settings of the pivot table.
  • Consolidate several table areas (ALT+N+P).
  • The different layouts and their practical use in controlling.
  • Grouping numbers, dates and texts.
  • Typical calculations in day-to-day controlling, such as complex comparisons with the previous year.
  • The hidden sorting and filter options in the pivot table.
  • Create pivot charts.
  • Practical example: ABC analysis.

 Excel applications in controlling

  • Plan/actual comparisons.
  • Cost element, cost center and cost unit accounting.
  • Data evaluation, reporting.
  • Practical examples and exercises.

The calculated column and its meaning when evaluating data

  • The mathematical problem of rounding when calculating and long numbers (cost centers).
  • The appropriate combination of functions and the pivot table using various practical examples such as evaluating a machine park or commission payments.
  • The important if() function as a decision aid using various practical examples.
  • The classic Sreference() and Wreference() functions and nested if() functions.
  • The exact match and the interval search of the SVerweis() or XVerweis().
  • Nested functions with if() and year() and month() using the practical example of a different financial year.

The best tips and tricks

  • Grouping instead of hiding.
  • Protection of Excel correctly understood incl. unlocking protection without password.
  • Comparison of the clarity and performance aspects of various Excel solutions. 
  • Error-proneness of certain Excel solutions in controlling.

 

Please bring your own laptop to the training . You can find more detailed installation instructions under Methods.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

In this training , an Excel specialist will support you in developing concrete solutions for various controlling issues.

  • After this training you will know how Excel works.
  • As a controller , you will receive valuable tips and tricks on which feature and which function is best suited for which tasks in controlling.
  • You will learn how you can improve the structure, clarity, error-proneness and performance of your Excel solutions.
  • You will learn about the innovations Microsoft has made to Excel in recent years.
  • This training provides you with answers and examples that you can use immediately in your day-to-day controlling activities.

The training provides the Excel knowledge required for the seminars "Excel Tools in Controlling: Formulas and Functions", "Excel Tools in Controlling: Getting Started with VBA Programming" and "Business Intelligence with Excel".

Methods

Presentation, practical examples on the PC, numerous practical exercises, sample solutions.

All Office applications run on the current Windows operating systems from Microsoft. Excel 365 is used in the training . Excel versions of the macOS and Unix operating systems can only be supported by the instructor to a limited extent. The operability of the Excel tools cannot be guaranteed for users these operating systems.

 

You will need your own laptop to participate.

Please observe the following installation instructions:

Microsoft Excel version 2013 or higher.

Recommended for

Employees and specialists who work in controlling or finance and would like to familiarize themselves with the special requirements in these areas. Basic knowledge of Excel is a prerequisite for participation. Special knowledge of Excel 365 is not required.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Excel for controllers"

Module 1: Self-study phase
15 minutes
Information on
Information on
  • Getting to know the:the trainer.
  • Goals and benefits.
Module 2: Self-study phase
30 minutes
Learning impulses for conveying content and preparing for the webinar
Module 3: training training
2 days
Excel for controllers
Excel for controllers

Introduction

Excel basics

Excel applications in controlling

Pivot tables and charts in controlling

Module 4: E-learning
1 hour
E-learning for the practical transfer of what has been learned
E-learning for the practical transfer of what has been learned

Video: Excel in controlling: Fast and flexible data analysis with pivot tables

Contents

Direct implementation on your own laptop!

Brief introduction to the core features in Excel

  • The importance of the cell approach versus the table approach in Excel for controllers.
  • The "Format as table" feature and its many advantages - also when using functions.
  • Calculating with speaking names.
  • No calculations in the data table.

The genius of the pivot table when analyzing data

  • Become a pivot table pro in 3 steps.
  • The most important basic settings of the pivot table.
  • Consolidate several table areas (ALT+N+P).
  • The different layouts and their practical use in controlling.
  • Grouping numbers, dates and texts.
  • Typical calculations in day-to-day controlling, such as complex comparisons with the previous year.
  • The hidden sorting and filter options in the pivot table.
  • Create pivot charts.
  • Practical example: ABC analysis.

 Excel applications in controlling

  • Plan/actual comparisons.
  • Cost element, cost center and cost unit accounting.
  • Data evaluation, reporting.
  • Practical examples and exercises.

The calculated column and its meaning when evaluating data

  • The mathematical problem of rounding when calculating and long numbers (cost centers).
  • The appropriate combination of functions and the pivot table using various practical examples such as evaluating a machine park or commission payments.
  • The important if() function as a decision aid using various practical examples.
  • The classic Sreference() and Wreference() functions and nested if() functions.
  • The exact match and the interval search of the SVerweis() or XVerweis().
  • Nested functions with if() and year() and month() using the practical example of a different financial year.

The best tips and tricks

  • Grouping instead of hiding.
  • Protection of Excel correctly understood incl. unlocking protection without password.
  • Comparison of the clarity and performance aspects of various Excel solutions. 
  • Error-proneness of certain Excel solutions in controlling.

 

Please bring your own laptop to the training . You can find more detailed installation instructions under Methods.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.

Your benefit

In this training , an Excel specialist will support you in developing concrete solutions for various controlling issues.

  • After this training you will know how Excel works.
  • As a controller , you will receive valuable tips and tricks on which feature and which function is best suited for which tasks in controlling.
  • You will learn how you can improve the structure, clarity, error-proneness and performance of your Excel solutions.
  • You will learn about the innovations Microsoft has made to Excel in recent years.
  • This training provides you with answers and examples that you can use immediately in your day-to-day controlling activities.

The training provides the Excel knowledge required for the seminars "Excel Tools in Controlling: Formulas and Functions", "Excel Tools in Controlling: Getting Started with VBA Programming" and "Business Intelligence with Excel".

Methods

Presentation, practical examples on the PC, numerous practical exercises, sample solutions.

All Office applications run on the current Windows operating systems from Microsoft. Excel 365 is used in the training . Excel versions of the macOS and Unix operating systems can only be supported by the instructor to a limited extent. The operability of the Excel tools cannot be guaranteed for users these operating systems.

 

You will need your own laptop to participate.

Please observe the following installation instructions:

Microsoft Excel version 2013 or higher.

Recommended for

Employees and specialists who work in controlling or finance and would like to familiarize themselves with the special requirements in these areas. Basic knowledge of Excel is a prerequisite for participation. Special knowledge of Excel 365 is not required.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Read more

Further recommendations for "Excel for controllers"

Attendees comments

"I liked everything very much. From the organization to the service to our lecturer. Johannes Curio is simply outstanding. He manages to convey the content perfectly, creates a very pleasant atmosphere and can really answer any question. Very impressive."

Simon Schäfer
Goldbeck Solar GmbH

"The individual details on pivot tables were particularly good. In addition, the individual approach to problems and questions as well as the organization of the course between exercises and information."

Annike Reimers
Dachser SE

"Extensive exercises to practise 'live' were very nice. Individual help with questions and uncertainties. The schedule was adhered to very well."

Julia Malinski
Micropayment GmbH

"I particularly liked the little tricks (keyboard shortcuts). It was very nice and competent support."

Joana Heese
Meise Möbel GmbH & Co. KG

"The training was at eye level and super informative. I felt very comfortable."

Stefanie Maria Richter
Ruhrverband

"I liked the competent and personal support, the good organization and the digital learning environment."

Hans Harder
Greenerity GmbH

"The trainer is super competent and has an individual approach, exactly what I need! It could have lasted even longer for me because I really enjoyed it."

Susanne Schwertler
Thermosome GmbH

Seminar evaluation for "Excel for controllers"

4.6 from 5
with 209 reviews
training content:
4.5
Content comprehensibility:
4.7
Practical relevance:
4.3
Trainer expertise:
4.8
Participant orientation:
4.6
Method variety:
4.5
On-site training together
Booking number
30778
€ 1.490,- plus VAT
2 days
in 2 locations
2 Events
German
In-person trainings
Joint online training
Booking number
33653
€ 1.490,- plus VAT
2 days
Online
4 Events
German
Live online events
Train several employees internally
Pricing upon request
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  • Cost advantage from 5 participants
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2 days
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Start dates and details

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04.06.2025
Cologne/Rösrath
Booking number: 30778
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
GenoHotel Forsbach
GenoHotel Forsbach
Raiffeisenstraße 10-16, 51503 Cologne/Rösrath
Room rate: € 84,38 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Modules
2 days
Limited number of participants
Classroom seminar
Excel for controllers
Date
04.-05.06.2025
Venue
GenoHotel Forsbach
Schedule
1st day: 09:00 am - approx. 5:00 pm
2nd day: 08:00 am - approx. 4:00 pm
10.09.2025
Live online
Booking number: 33653
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
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Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Excel for controllers
Date
10.-11.09.2025
Course
zoom
Schedule
1st - 2nd day: 09:00 am - approx. 5:00 pm
20.10.2025
Live online
Booking number: 33653
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Excel for controllers
Date
20.-21.10.2025
Course
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Schedule
1st - 2nd day: 09:00 am - approx. 5:00 pm
10.11.2025
Stuttgart
Booking number: 30778
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Venue
Mercure Hotel Stuttgart Airport Messe
Mercure Hotel Stuttgart Airport Messe
Eichwiesenring 1/1, 70567 Stuttgart
Room rate: € 135,11 plus VAT.
Arrival via Deutsche Bahn
Train tickets to this event starting at € 51,90.
Modules
2 days
Limited number of participants
Classroom seminar
Excel for controllers
Date
10.-11.11.2025
Venue
Mercure Hotel Stuttgart Airport Messe
Schedule
1st day: 09:00 am - approx. 5:00 pm
2nd day: 08:00 am - approx. 4:00 pm
01.12.2025
Live online
Booking number: 33653
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Excel for controllers
Date
01.-02.12.2025
Course
zoom
Schedule
1st - 2nd day: 09:00 am - approx. 5:00 pm
02.02.2026
Live online
Booking number: 33653
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
zoom
Technical notes
We use various software to conduct our online events.
Modules
2 days
Limited number of participants
training training
Excel for controllers
Date
02.-03.02.2026
Course
zoom
Schedule
1st - 2nd day: 09:00 am - approx. 5:00 pm
Sufficient places are still free.
Don't wait too long to book.
Fully booked.
Training is guaranteed to take place
The next booking ensures this course will take place
Booking number: 30778
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Booking number: 33653
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Book later
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