training training
This training is held in German.
There is often a desire for simplifying the "hand movements" in everyday Excel controlling. Cumbersome, time-consuming and repetitive tasks could be made more efficient. But how? Some functions (e.g. SVERWEIS - WVERWEIS - WENN etc.) are probably familiar to all users from their daily work. But who knows the other numerous formulas and when or how can they be used to provide targeted support? This training provides you with answers and examples to take away with you, which you can implement immediately in your company.
Contents
Direct implementation on your own laptop!
Formulas and functions for Excel in controlling
- Working correctly with formulas.
- Errors in formulas.
- Function types - overview and Excel examples.
- Database functions as matrix functions - DBANZAHL and DBMAX.
- Text, logic and information functions.
- Undocumented function - DATEDIFF.
Editing complex Excel functions
- Nesting functions.
- Introducing the XVERWEIS function as an improved SVERWEIS function.
- Area names with number and number2.
- INDEX, COMPARE and AGGREGATE.
- SHIFT IN THE AREA.
Formulas in the dynamic table
- Extend lists.
- Data model vs. cell calculation.
- Automatic naming and its consequences.
- Practical examples: growing chart and booking system - monthly comparison with two independent data sections.
Flexible Excel solution for controllers
- Show and use add-ins analysis functions.
- Database - Data list - Evaluations.
- Practical example: List controller with interactive diagram.
- Evaluate and process texts.
- Example for controllers: Point-comma and "non-numbers" in SAP.
- Practical example in Excel: Pivot data section time axis - line-column on two axes.
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 the training "Excel tools in controlling: formulas and functions", a controlling and specialist specialist will support you in developing concrete solutions for various controlling issues.
- You will learn how complex functions and formulas can make your work easier.
- With suitable functions and formulas, you can prepare your controlling results better with Excel and present them more effectively.
- You will also learn how to modify your controlling reports in Excel in fractions of a second and create innovative reports that immediately present the latest results to managers without any knowledge of Excel.
You will receive all the controlling tools developed for Excel versions 2013 to 365, which you can use without restriction in your day-to-day work.
Methods
Presentation, practical examples on the PC and sample solutions.
All Office applications run under the current Windows operating systems from Microsoft. The training uses Excel version 365. Special knowledge of the Excel 365 version is not required. Excel versions of the macOS and Unix operating systems can only be supported to a limited extent in the training by the instructor. The functionality 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 2019 or higher). In addition, you need the activated add-in "Data analysis tools" in the respective Excel version as well as the installed and activated COM add-in Power Pivot in Excel. Please check in advance that these add-ins are activated or have the add-ins activated by a user with administrator rights before training .
Recommended for
Specialists and qualified employees with controlling and cost accounting tasks who have previously only used basic functions in Excel.
Attendance conditions
Good knowledge of Excel is required, especially good knowledge of pivot tables. Find out here which Excel skills are required for this training . The required basic knowledge is also taught in the"Excel for controllers" training .
Further recommendations for "Excel Tools in Controlling: Formulas and Functions"
Excel tools in controlling: Getting started with VBA programming
Excel tools in controlling: in-depth VBA programming
Interactive and dynamic dashboards with pivot in Excel
Business Intelligence with Excel
Power BI: The modern business intelligence tool
Power Query: Extract and transform data to Excel and Power BI
Attendees comments
"The trainer responds flexibly to the participants. The structure of the seminar was very good and the explanations were excellent."
Anton Turzer
APK AG
"Michaela Graul taught in a very calm and well-structured way and the space for questions was great. I liked the constant opportunity to interact with the other participants."
Sandra Kahle
Windhager Zentralheizung GmbH
"I particularly liked the fact that there was no lecture, but almost only exercises."
Jasmin Ruß
krick.com GmbH & Co. KG
"I liked Ms. Kraul's empathy and understandable explanations. All questions were answered, all important topics were addressed and everyone followed along."
Gamze Bacara
DuMont Druckzentrum GmbH
"Everything was explained in great detail. It was very easy to follow. Super instructor. Great exercises."
Andrea Rießle
PIOFLEX Kunststoff in Form GmbH
"I particularly liked the fact that we were able to discuss individual problems and that all the knowledge was conveyed using practical examples. The exercises kept you active and you retained more. I have already attended several seminars from different subject areas and the lecturers were very well prepared and were able to pass on their knowledge in an understandable way."
Sarah Reimann
Graf Recke Foundation
"It was particularly good that we practiced independently on the PC."
Darline Schwaiger
Klüber Lubrication Munich GmbH & Co. KG
Seminar evaluation for "Excel tools in controlling: formulas and functions"
4.4 from 5
with 253 reviews
training content:
4.2
Content comprehensibility:
4.4
Practical relevance:
4
Trainer expertise:
4.7
Participant orientation:
4.4
Method variety:
4.3
Excel for controllers - developed from practice for practice
In our "Excel Tools for Controllers I" training , you will learn how you can use Excel, the "Swiss Army Knife" from the Microsoft Office family, to simplify your day-to-day controlling work enormously and make it more efficient. Our course is explicitly aimed at controlling specialists who already have previous knowledge of Excel.
Our experienced instructor starts the training with an introduction to the most important Excel functions, formulas and tables. Learn how powerful Excel can support you in controlling and accounting! Using illustrative examples and many Excel exercises, you will have the opportunity to put what you have learned into practice directly on your PC. In the course of the seminar, the complexity of the Excel functions performed will be increased. You will acquire the know-how to make comparisons, move ranges or create nested functions. As a practical example, you will create a growing diagram that guarantees a quick overview of important KPIs, especially in controlling.
Learn how to effectively make your work easier
In this training training course for controllers, you will learn how to find and use useful and flexible practical solutions for your day-to-day controlling work. Afterwards, you will not only be able to easily expand lists, but also query data across several areas and create a report, for example. These are all steps that increase the speed of your work and enable you to query data quickly and clearly. The practical seminar is given additional depth with the teaching of database functions and the evaluation and processing of text material in Excel documents. Participants will learn, for example, how to perform a pivot data section or how to display a line-column on two axes.
The seminar program is rounded off with practical tips and tricks that the instructor will give you along the way. These include, for example, tips on practical add-ins that you can add to your Excel application free of charge, such as PowerPivot. You will also learn how to record macros for recurring tasks. Included in the training is online access to a personal learning environment with useful information, a download area and extra services for this training course.
Further seminar recommendations
Excel Tools for Controllers II
Excel Tools for Controllers III
On-site training together
Booking number
3692
3692
€ 1.490,-
plus VAT
2 days
in Frankfurt a. M.
on 18.08.2025
German
Joint online training
Start dates and details
18.08.2025
Frankfurt a. M.
Booking number:
3692
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Days & Times
2 days
Limited number of participants
Monday, 18.08.2025
09:00 am - 5:00 pm
Tuesday, 19.08.2025
09:00 am - 5:00 pm
Fee includes
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
25.08.2025
Live-Online
Booking number:
32229
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
Days & Times
2 days
Limited number of participants
Monday, 25.08.2025
09:00 am - 5:00 pm
Tuesday, 26.08.2025
09:00 am - 5:00 pm
13.11.2025
Live-Online
Booking number:
32229
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
Days & Times
2 days
Limited number of participants
Thursday, 13.11.2025
09:00 am - 5:00 pm
Friday, 14.11.2025
09:00 am - 5:00 pm
17.03.2026
Live-Online
Booking number:
32229
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
Days & Times
2 days
Limited number of participants
Tuesday, 17.03.2026
09:00 am - 5:00 pm
Wednesday, 18.03.2026
09:00 am - 5:00 pm
Training is guaranteed to take placeThe next booking ensures this course will take place
Booking number:
3692
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Booking number:
32229
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
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