Excel Reporting Expert Certificate Program (CERE) – Self-Study Online Course


Course Highlights

Course type: Self-Study, Online

Registration fee: $549 per learner (Member discounts of 10%-20% apply.)

Designed for: The Excel Reporting Expert (CERE) Certificate program is designed for financial and accounting professionals whose responsibilities include preparing reports (tables and graphs).


Course Description

Many companies rely on Excel to design and deliver critical reporting. Yet the software is underutilized and underappreciated. The Excel Reporting Expert Certificate Program dives into advanced Excel reporting tools: Power Query, Power Pivot and Power BI. Not only will you come out of this course with a better technical understanding of these apps, you will learn design principles for tables and graphs that will help you effectively communicate the story of quantitative information. 

Course Details

There are no required prerequisites to take this course. However, we recommend beginning with the introductory course, the Excel Specialist in Accounting Certificate Program, especially if your rudimentary Excel skills need some brushing up. 

Lesson 1: Sales Manager (nominal)
Lesson 2: Travel Expenses for CFO (ranking, part-to-whole)
Lesson 3: Year-End Sales Promotion (time-series)
Lesson 4: Actual vs. Budget Presentation (deviation)
Lesson 5: We Collect 4U (distribution)
Lesson 6: Employee Surveys (correlation)
Lesson 7: Donor State Map (geospatial)
Lesson 8: Dashboard- Get and keep clients

Table/Graphic Topics include: Display type: selecting a table or graph, Chart design practices, How to feature key relationships graphically, Nominal (order not important), Ranking (order matters), Part-to-whole (contributions to whole), Time series (over time), Distribution (distributed over range), Deviation (difference), Correlation (vary in relation to each other), Geospatial (locations)

Power Query and Power Pivot Topics include: Get external data, Various transformations, including unpivot, Load to data model and table, Chain queries, Merge queries, Relationships, Measures (implicit / explicit), Various DAX functions, Date (calendar) table, Data vs lookup tables

Power BI Topics include: Getting external data, Modeling data and writing measures, Various visuals (matrix, table, column, bar, line, scatter, map), Power BI (desktop, service, mobile app), Slicers (and sync slicers)

Access to the course lasts for one year after date of purchase. Since it is self-study, learners can move at their own pace, but IOFM recommends a timeline of about 3 months to move through the material. Total learning hours for this course are estimated at 19 hours.

The self-study program (accessed via the IOFM.com E-Learning Center) is eight lessons. Each lesson is composed of a series of video lectures, Exercise Workbooks (which are Excel workbooks with hands-on exercises) and short quizzes. There is a final exam (97 questions in 90 minutes). Learners have three attempts on the final exam.

A digital PDF copy of M is for (Data) Monkey by Ken Puls and Miguel Escobar is included in the course. You can download the e-book to keep as a permanent reference.


IOFM does not offer CEUs for Certification classes. We know that earning your Certification takes a lot of time! However, the nature of continuing education is that it is additional training you do after you are certified in order to keep up with the standards set by the program. Therefore, earning your credentials does not count towards your CEU requirement. If you already hold an IOFM Certification, you may count subsequent live Certification classes for 6 CEUs towards that previously-held Certification. 

Most updated version of Google Chrome, a desktop/laptop computer with a functioning speakers and a strong Internet connection. If accessing from a work computer, some companies' VPN/security settings can impede course performance (visit the Help Center for resolutions). 

Presented with Excel O365 and Power BI for Windows.

Notes: Excel for Windows O365 is the recommended version for taking this course, however, these tools are also available for legacy versions of Excel starting with Excel for Windows (2010+). Excel for Mac is not supported.

There is no continuing education requirement for this course. 

Course Instructor

Jeff LenningJeff Lenning

Excel University

Author and award-winning instructor Jeff Lenning, CPA loves helping accountants use Microsoft Excel more efficiently. His Excel articles have been featured in industry publications such as the Journal of Accountancy, and he is a Microsoft Certified Trainer. He provides online Excel training at excel-university.com.


Member Pricing: IOFM Member e-learning discounts of 10-20% apply. Make sure that you are logged in before proceeding with your registration in order for the discount to be applied automatically in cart.
Group Enrollments: You can add multiple enrollments to your online cart, and you'll be able to assign the enrollments to yourself or others after purchase through our course set-up wizard. If you'd like to purchase more than 20 enrollments, please contact our Advisory Services Team.  

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