Program Overview
“The purpose of information is not knowledge; it is being able to take the right action” – Peter Drucker
Microsoft Excel is one of the tools that is best suited for working with data, which is available in almost every organisation. It’s powerful, flexible and easy to use. Yet, a lot of professionals are using it very little. This course focuses on the business users that need to save time and make better decisions. It will expand and strengthen your knowledge of Excel and help you keep track of your business, and reduce your bookkeeping load.
In 3 hours, you will gain essential knowledge and skills and leave with a skill set that you can immediately use in your organisation and become more effective. Professionals will learn to use Excel to keep track of inventories, prepare budgets and sales reports, to name some. In addition, they will see how to use Excel as a powerful tool for business decision-making.
The authors of this course have designed it based on their experience teaching Excel at higher education institutions and in the industry for over 15 years. They also contributed their own experience with data analytics and how it could benefit business users.
Learning Outcomes
After attending this program participants will be able to:
- Use data to convincingly express important points and ideas to an audience
- Work with data from various other software
- Identify and focus on the important data
- Understand and apply functions in your spreadsheets
- Learn how to save time and avoid mistakes with cell references and formulas and
Intended Audience
- Finance and Accounting Professionals
- HR professionals
- Engineers
- Marketing Professionals
- Internal and external auditors, CPAs and CAs
- Banking professionals
- Government employees
- Governance, risk management and compliance professionals
- Corporate managers
Program Outline
- Welcome and Introduction
- The Importance of Excel and Excel Skills
- Structure of the Session
- Data Formatting - Make Data Consistent, Presentable and Easy to Understand
- Font and Cell Formatting
- Format Painter
- Conditional Formatting
- Importing Data into Excel - Use Data from Other Software
- Importing Files
- Linking Directly to Other Software
- Pitfalls to Avoid
- Practical Exercise
- Cell References and Formulas
- Types of Cell References
- Using Cell References in Formulas
- Auditing Formulas – avoiding mistakes
- Using Filters - Focusing on the Important Data
- Creating a Filter
- Types of Filters – text, numbers, top and bottom
- Advanced Filtering
- Practical Exercise
- Functions in Excel - Take Your Spreadsheet to the Next Level
- Introduction to Functions
- Types of Functions
- Examples of Specific Functions – IF, SUM, AVERAGE, COUNT, MAX, MIN
- Practical Exercise
- Session End
- Q&A
- Comments
- End
