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 two-hour webinars where we introduce delegates to Excel.
SESSION 1 – INTRODUCTION TO EXCEL/FIRST TIME USER
The objective of SESSION 1 is to enable delegates to open and create Excel workbook files, use the 2016 interface, format worksheets and data, and become comfortable with the Excel interface.
- 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.
- Expense tracker
- 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 as explore basic formulas and attempt to increase your efficiency with helpful formulas that you will need daily in an office space.
The objective of SESSION 2 is to enable delegates to become comfortable with formulas that are typically used to increase efficiency in a finance 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
- Conditional formatting
- Data validation
- Subtotal formula
- Find and replace
- Data Searching
- Searching within filter
- Searching within sheet
- CountIf formula
- If statements
- Basic Data Extraction
- Flash fill
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
- THE PRESENTER
R850 PER DELEGATE PER SESSION
R2 500 PER DELEGATE FOR ALL 4 SESSIONS
- Full Comprehensive course notes
- Recording of the webinar
- Certification for CPD points
WHO MUST ATTEND?
All individuals who make use of Excel as part of their daily work duties in the capacity of receptionist or in other administrative areas, those involved in various finance fields including auditing, accounting, taxation and financial management as well as individuals who prepare reports and need to be able to edit text and numbers. All will benefit from attending one or more of these sessions.