IBCS reporting with Zebra BI
Join the Gulf region premiere of our exclusive 2-day financial reporting training!
Hands-on Zebra BI training with lots of examples, best practices and numerous tips and tricks to fix your reporting issues.
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Why attend?
All too often, financial reports fall somewhere between messy spreadsheets and "dashboards", full of poorly labeled and inappropriate charts, that simply do not get the message across to decision makers.
Learn from real-world examples and templates from some of the most renowned companies.
The seminar provides knowledge and skills required by:
- FP&A professionals
- business analysts and planners
- CFOs
- controllers
- BI professionals
- consultants
- and other financial and reporting professionals
We'll present proven techniques for getting your reports read and used more. Start creating understandable and visually compelling daily, monthly, annual and ad-hoc reports, dashboards and business presentations.
I walked in expecting to learn a trick or two about Excel reporting. I walked away with a robust framework on financial reporting that is incredibly logical and applicable to my everyday work.
With the help of Andrej's trainings and Zebra BI tool, we have been able to unify reports, presentations and dashboards across 10 countries within the Coca-Cola Icecek group.
I would recommend this workshop to any company struggling with messy and inefficient reporting tools.
Agenda
Day 1
| 9:00 | The IBCS Standard and Zebra BI charts |
| Overview of the IBCS rules and recommendations | |
| Zebra BI charts – how and when to use them | |
| Building reports and presentations with Zebra BI | |
| 10:30 | BREAK (15’) |
| 10:45 | Building variance reports |
| Building standard Sales vs. Budget reports | |
| Building standard Cost vs. Budget reports | |
| Using Page Layouts, adding and writing comments | |
| Creating linked (updatable) PowerPoint presentations | |
| 12:15 | LUNCH BREAK (45’) |
| 13:00 | Automating reports with Pivot tables |
| Linking Zebra BI charts to Pivot tables | |
| Using Excel slicers for dynamic data filtering | |
| Synchronizing filters across multiple report pages | |
| Market share, benchmarking and other examples | |
| 14:30 | BREAK (15’) |
| 14:45 | Best practice examples |
| Creating Income statement / Profit & Loss reports | |
| Using Small Multiples | |
| Cash Flow forecast, Accounts receivable, Product pricing, Time-series analysis and other examples | |
| 16:15 | END |
Day 2
| 9:00 | Rolling out IBCS within the enterprise |
| Rolling out custom corporate reporting styles and templates | |
| Automation of the reporting process | |
| Advanced tips&tricks | |
| 10:30 | BREAK (15’) |
MENTORED WORKGROUP SESSIONS:
We will organize the participants into 3-4 workgroups. Each group will discuss and redesign a different real-world example. You can submit your preffered example in advance.
| 10:45 | STEP 1: Analysis |
| Analyze a real-world example | |
| Brainstorm possible solutions | |
| Sketch the layout and design | |
| 12:15 | LUNCH BREAK (45’) |
| 13:00 | STEP 2: Redesign |
| Prepare solutions in Excel with Zebra BI | |
| 14:30 | BREAK (15’) |
| 14:45 | STEP 3: Discussion |
| Presentation of solutions, general discussion | |
| 16:15 | END |
Lecturer
Andrej Lapajne
CEO at Zebra BI and
IBCS founding member
Andrej Lapajne is a founding member of IBCS (International Business Communication Standards) Association and a [email protected] Certified Consultant.
In his 15 years of experience as a consultant, he's implemented reporting systems and business intelligence dashboards in pharma, telco, retail, FMCG, manufacturing, insurance, banking, energy, media, public sector and high tech industries.
He helped 50+ international and regional companies like Coca-Cola Icecek, Sandoz, Danfoss, SandvikCoromant, Telekom Austria Group and others achieve consistent and efficient internal reporting throughout the organization.
Andrej is a frequent speaker at conferences in Europe and US. He's a also a guest lecturer at Faculties of Economics and Computer Science and informatics in Ljubljana.
100+
workshop executions so far
450+
companies attended
9.8/10
average attendee satisfaction index
What people say
As a business intelligence professional, it was a really great learning experience to take part in the McKinsey Seminar & IBCS Reporting/Dashboard Training in NYC hosted by Andrej Lapajne. Andrej’s passion for the language of data visualization and its capabilities in the business environment was apparent. Learning IBCS and how it can improve reporting and presentation functions really made sense.
But, more importantly, the training centered around communicating data so the recipient(s) spend less time interpreting multiple visual formats. Combined with Zebra BI’s reporting functions, these tools can circumvent much of the headache involved when trying to create and communicate complex business data. Zebra BI will save me time and I’m eager to get started!
The Designing Reports Seminar with Andrej Lapajne far exceeded my expectations. I walked in expecting to learn a trick or two about Excel reporting. I walked away with a robust framework on financial reporting that is incredibly logical and applicable to my everyday work. Andrej is a wonderful teacher who takes the time to explain concepts and, more importantly, apply them to the real world.
Immediately after the seminar, I had multiple ideas on how to apply the principles I learned in my job as a Finance Manager. I believe anyone interested in creating reports or presenting findings would benefit from Andrej's seminar.
Thank you, Andrej, for sharing all of your valuable knowledge.
Andrej conducted trainings for 50 analysts and managers at Coca-Cola Icecek in 2014. With the help of his trainings and Zebra BI tool, we have been able to unify reports, presentations and dashboards across 10 countries within the Coca-Cola Icecek group.
Good before/after examples were the key to getting the IBCS Standards accepted on top management level. For us, this was a transformational experience!
I was very impressed by a Design Workshop for Excel conducted by Andrej. Often these kind of workshops can be tedious and unfocused, but this was not the case. It was very well organized and all participants found it very fruitful. This was mainly thanks to the professionalism and friendliness of Andrej.
I would recommend this to any company struggling with messy and inefficient reporting tools.
Register for the workshop
Zebra BI is an IBCS certified Excel add-in for producing IBCS compliant reports, dashboards and presentations in a few clicks.
Customers of Zebra BI include SanofiAventis, Roche, Coca-Cola Icecek and Volvo Bus.
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