Participants do all exercises using Excel with XLBuddy (IBCS certified add-in for Excel and PowerPoint), with no programming or external dependency. They work directly in Excel’s native environment, but XLBuddy extends its core functionality without breaking what already works.

After the training course, participants will have IBCS-compliant charts and tables they created together in Excel. All visuals in Excel will remain active/functional after the course, even without XLBuddy extension, so participants can use them to show how IBCS charts and tables look with their own company data, supporting business insights.

Key takeaways:

+ Learn from a global library of real participant ideas – hands-on exercises enriched with sketches and solutions collected across IBCS certifications worldwide

+ Create IBCS-compliant visuals in Excel faster with XLBuddy to accelerate your workflow

+ Keep using your visuals after the training – reuse them on your own data natively in Excel, anytime you want

+ Exchange practical Excel tips and approaches and leave with new ideas you can use right away

PROGRAM

1
Introduction

1.1 Limits of IBCS notation in native Excel
1.2 Introduction of XLBuddy to use Excel for IBCS exercises
1.3 Settings and formatting
1.4 Customizing your Excel workspace
1.5 Visualization library

2
IBCS charts in Excel

+ Monthly net sales achieved to date, and the expected development through the end of the year, compared with the corresponding plan figures and the previous year
+ Accumulated monthly variance with annual values shown in extended columns, supporting the intended message
+ Charts explaining regional sales vs. the new bonus system, making the business story compelling
+ Hands-on charts for balance sheet and HR reporting, using a real investor reporting case study
+ Stock price reporting enabling a fast understanding of stock market indices
+ Development of return on assets (ROA) in relation to assets, results, and net sales, showing the effects on sales profitability and asset turnover
+ Charts analyzing regional and channel sales, revealing that the warehouse sales strategy needs to be redefined

3
IBCS tables in Excel

+ Easy-to-understand tables detecting and explaining regional sales versus the new bonus system
+ Cash flow and liquidity reporting presented in a clear and accessible way for all stakeholders
+ Simple and clear table showing year-to-date regional sales achievement compared with the previous year and budget

Breaks

With classroom courses there is lunch together at 12:30. Snacks and refreshments are served in coffee breaks at around 10:30 in the morning and 15:00 in the afternoon.