High-Powered Excel for Finance Training in Calgary

Certificate: Course Completion Certificate Language: English

Duration: 1 Day Credits: 8

Course Delivery: Classroom/ Virtual Live/ On-Site

Course Overview:

Advanced Excel features and functions for Finance and Accounting power users, including practical application.

This hands-on course goes far beyond simply explaining Excel’s features and functions – you’ll learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.

You’ll literally gain the knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence. This includes:

• Valuable, time-saving techniques to reduce rekeying of data and increase automation.
• Key features every budget needs to make it easy to maintain and easy to use.
• The essential functions used by experts to increase consistency and reduce data entry.
• Clever range name techniques that improve reliability and readability.
• Best practices for producing flexible and reliable lookups.
• Learn Excel’s hidden shortcuts to many common tasks that can save you hours of time everyday.
• Techniques to make maintenance easier and make your models accurate, reliable and robust.
• Powerful data analysis and visualisation techniques to identify trends and anomalies.
• How and when to apply macros that will speed up the creation of your models
• and more!

PLUS Q&A time so you can get answers to all those questions that have been bugging you! and handy tips to improve your productivity and reduce your frustration!

Target Audience:

• Management Accountants
• Financial Accountants
• Cost Accountants
• Business Analysts
• Finance and Cost Analysts
• CFO’s
• Finance Managers
• Business Bankers
• Corporate Finance Analysts

Learning Objectives:

• Go far beyond simply explaining Excel’s features and functions!
• Learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.
• Gain knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence.

Prerequisites:

None

Course Materials:

Students will receive a course manual with presentation slides and reference materials.

Examination:

There is no exam for this course.

Technical Requirements:

For eBooks:

Internet for downloading the eBook

Laptop, tablet, Smartphone, eReader (No Kindle)

Adobe DRM supported software (e.g. Digital Editions, Bluefire Reader)

eBook download and activation instructions

Agenda:

Useful Techniques & Keyboard Shortcuts

• Control key
• Right click
• The Ribbon & the Quick Access Toolbar
• Options
• Referring to Cells & Ranges

Range Names

• Creating Range Names
• Range Name Box
• Creating Names Automatically
• Defining Names

Useful Functions in Finance

• COUNTIF
• INDIRECT
• AND, OR
• ROUND
• IF
• VLOOKUP
• AVERAGEIF
• SUMIF/ SUMIFS
• COUNTA
• MAX & MIN
• OTHER FUNCTIONS

Tables

• Creating a Table
• Table Functionality
• Flexible (Dynamic) Ranges
• Using INDIRECT with Tables

Pivot Tables and Pivot Charts

• Creating a Pivot Table
• Analysis with Pivot Tables
• Pivot Charts

Conditional Formats

• Preset Conditions
• Formula Driven Formatting
• Modifying Conditional Formats

Wrapping up with Ribbons

Related Courses

Excel VBA Training Course (3 days)

Excel Data Analysis in Finance (1 day)

Note:

However, catering to the demands of busy professionals, our virtual training programs are as effective as face-to-face learning. Reach us at info@academyforpros.com for dates and details of Instructor Led Live Virtual Session.

If you would like to get this course customized and delivered exclusively for your group, we have an On-Site Training Option you can reach us at info@academyforpros.com for more details about on-site or corporate training.

Offers:

Groups of 3 people 10% Discount

Groups of 5 people 15% Discount

Groups of 10 people 20% Discount