Excel Webinar 4 Part Series - November 2019

Excel Webinar 4 Part Series - November 2019

NEED TO FULLY UNDERSTAND EXCEL?

Are you new to Excel or have very little or no knowledge of how to even begin?

Do your staff struggle with spreadsheets, formulas and sorting data?

Then join us for these 4 x two-hour webinars where we introduce delegates to the full working of Excel.

SESSION 1 - INTRODUCTION TO EXCEL for FIRST TIME USER

The objective of SESSION 1 is to enable delegates to open and create Excel workbook files, use the interface, format worksheets and data, and become comfortable with the Excel interface.

Introduction

  • Terminology
  • Layout and interface
  • Move or copy sheets
  • Status Bar
  • Print Preview and set print area o Formatting data (changing appearance) and format Painter
  • Various ways to Paste data
  • How Windows Regional Settings may affect your Excel

Recovering Lost Documents and using the auto-save function

Built-in Templates - Exploring pre-created templates, e.g.

  • Budgets
  • Expense tracker
  • Invoices

Navigating Seamlessly

  • Freeze panes
  • Quick access toolbar
  • How to navigate without a mouse
  • Line breaks.

SESSION 2 - EXPLORING AND CREATING FORMULAS

Excel has powerful formula functionality. The goal of formulas is to automate processes that would require manual execution. Formulas are used to save you time and give you the edge when completing daily tasks. Join us to explore basic formulas and increase your efficiency with helpful formulas that you will need daily.

The objective of SESSION 2 is to enable delegates to become comfortable with formulas that are typically used to increase efficiency in a financial environment.

Building formulas

  • Exploring available library of formulae within Excel
  • Cell referencing within formulas i.e. relative and absolute references
  • Mathematical operators within Excel
  • Duplicating (dragging) formulas without retyping

Reviewing formulas

Flash fill (Excel 2013 and later only)

Financial formulas i.e. SUM, SUBTOTAL, MAX, MIN, PMT, IPMT, NPV, IRR, FV and PV

SESSION 3 - DATA FILTERING, SORTING, SEARCHING EDITING AND EXTRACTION

Need to make informed decisions but feeling overwhelmed with too much information to get through? Excel is geared towards processing large amounts of data with minimal fuss. In this session we empower your decision making by helping you organise and sift through data with efficiency, using an array of formulas, filtering functionality, data searching and extraction tools.

The objective of SESSION 3 is to enable delegates to become comfortable with working with populated Excel sheets and sifting through copious amounts of data, turning data into logical information and performing search queries and only returning desired information.

Data Editing

  • Sorting
  • Filtering
  • Conditional formatting
  • Data validation
  • Subtotal formula
  • Find and replace

Data Searching

  • Searching within filter
  • Searching within sheet
  • VLookUps
  • CountIf formula
  • If statements
  • Basic Data Extraction
  • Flash fill
  • Text-to-Columns
  • Concatenate

SESSION 4 - PIVOT TABLES, TABLES, GRAPHS AND CREATING VISUAL REPORTS

Sometimes it is easier to understand something when it is represented in pictures or some other visual medium. This also helps when making decisions, analysing trends and reviewing results. Excel is bursting at its seams with all kinds of techniques to visually represent data in a way that is organised and easier to digest. Numbers can be a bit overwhelming sometimes, so join us as we explore various ways numbers/data can be organised and simplified by converting them into graphs, tables and other visual reports to help with decisions.

The objective of SESSION 4 is to enable delegates to become comfortable with using visual aids within Excel and turn copious amounts of data into a visual expression, to perform better decision making.

Tables and Graphs

  • Quick analysis
  • Pivot tables
  • Charts

NB – Sessions 1 to 4 also available as RECORDINGS to purchase – Please email us for information

BOOK NOW:

EMAIL: [email protected]

PHONE: 021 300 1230

WEBSITE: WWW.BIZFACILITY.COM

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