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Foundation Excel for Financial and Business Analysis

By: Tom Associates Training  

Lagos State, Nigeria

08 - 10 Mar, 2017  3 days

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NGN 115,500

This course is designed as an introduction to basic spreadsheet tools and formulas. Candidates will be able to map data to predict the future.

Major corporations and small businesses alike use spreadsheet models to determine where key measures of their success are now, and where they are likely to be in the future. But in order to get the most out of a spreadsheet, an analyst must know how to use it well.

  • No prior familiarity with, and access to, Excel or Sheets is required.
  • On successful completion of this workshop, participants will be able to:
  • Understand and apply excel commands to enhance productivity.
  • Use spreadsheet models to predict organizational growth
  • Generate accurate management reports and improve the bottom line of the organization.

Course Contents

Day One

  • A First Look at Excel
  • Starting the Excel programme
  • What is the Active Cell?
  • The Excel cell referencing system
  • Entering numbers and text
  • Default text and number alignment
  • Adding a column of numbers
  • Worksheets and Workbooks
  • Saving a workbook
  • Closing a workbook
  • Creating a new workbook
  • Opening a workbook
  • Switching between workbooks
  • Saving a workbook using another name
  • Saving a workbook using a different file type
  • Help
  • Getting help
  • Searching for Help
  • The Help ‘ Table of Contents’
  • Printing a Help topic
  • Alt key help
  • Using Excel 
  • Selection Techniques 
  • Why are selection techniques important?
  • Selecting a cell
  • Selecting a range of connecting cells
  • Selecting a range of non-connecting cells
  • Selecting the entire worksheet
  • Selecting a row
  • Selecting a range of connecting rows
  • Selecting a range of non-connected rows
  • Selecting a column
  • Selecting a range of connecting columns
  • Selecting a range of non-connecting columns
  • Manipulating Rows and Columns 
  • Inserting rows into a worksheet
  • Inserting columns into a worksheet
  • Deleting rows within a worksheet
  • Deleting columns within a worksheet
  • Modifying column widths
  • Modifying column widths using ‘drag and drop’
  • Automatically resizing the column width to fit contents
  • Modifying row heights
  • Copying, Moving and Deleting 
  • Copying the cell or range contents
  • Deleting cell contents
  • Moving the contents of a cell or range
  • Editing cell content
  • Undo and Redo
  • AutoFill
  • Sorting a cell range
  • Searching and replacing data
  • Worksheets 
  • Manipulating Worksheets 
  • Switching between worksheets
  • Renaming a worksheet
  • Inserting a new worksheet
  • Deleting a worksheet
  • A worksheet within a workbook
  • Moving a worksheet within a workbook
  • Copying or moving worksheets between workbooks
  • Formatting 
  • Font Formatting
  • Font type
  • Font size
  • Bold, italic, underline formatting
  • Cell border formatting
  • Formatting the background colour
  • Formatting the font colour
  • Alignment Formatting
  • Aligning contents in a cell range
  • Centering a title over a cell range
  • Cell orientation
  • Text wrapping
  • Format painter
  • Number Formatting 
  • Number formatting
  • Decimal point display
  • Comma formatting
  • Currency symbol
  • Date styles
  • Percentages
  • Freezing Row and Column Titles 
  • Freezing row and column titles 

DAY TWO

  • Formulas and Functions
  • Creating formulas
  • Easy way to create formulas
  • Formulas
  • Operators
  • Formula error messages
  • Cell Referencing:
  • Relative cell referencing within formulas
  • Absolute cell referencing within formulas
  • Three Dimensional referencing formulas
  • Functions
  • What is a function?
  • Common functions
  • Sum function
  • Average function
  • Max function
  • Min function
  • Count Function
  • What are ‘IF functions’
  • Using the IF function
  • Using Charts
  • Inserting a column chart
  • Inserting a line chart
  • Inserting a bar chart
  • Inserting a pie chart
  • Resizing a chart
  • Deleting a chart
  • Chart title or labels
  • Chart background colour
  • Changing a column, bar, line or pie slice colours
  • Changing the chart type
  • Modifying Charts using the Layout tab
  • Copying and moving charts within a worksheet
  • Copying and moving charts between worksheets
  • Copying and moving charts between workbooks

DAY THREE

  • Customizing Excel
  • Modifying basic options
  • Minimizing the Ribbon
  • AutoCorrect options
  • Printing
  • Worksheet Setup
  • Worksheet margins
  • Worksheet orientation
  • Worksheet page size
  • Headers and Footers
  • Header and footer fields
  • Scaling your worksheet to fit a page(s)
  • Preparing to Print a Worksheet
  • Visually check your calculations
  • Gridline display when printing
  • Printing titles on every page when printing
  • Printing the Excel row and column headings
  • Spell checking
  • Previewing a worksheet
  • Comparing Workbooks side by side
  • Zooming the view
  • Printing options  

NOTE: Participants Must Be With Their Computers

5/7 Alade Lawal Street, Opposite Divisional Police Station, Off Ikorodu Road, Anthony, Lagos. Registration: 8.30 - 9.00 a.m. Class Session: 9.00 - 4.00 p.m. Mar 08 - 10 Mar, 2017
NGN 115,500.00(Including VAT)
(Convert Currency)

08033019120

Discount of 5% to 3-4 participants from same organization. Discount of 10% to 5 or more participants from same organization.
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