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Advanced Excel Simplified for Financial Analysis Course

By: Tom Associates Training  

Lagos State, Nigeria

04 - 08 Feb, 2019  5 days

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NGN 175,000

Advanced Excel is for people who already can create moderately complex spreadsheets and still want to add more sophistication and automation.

This training will equip participants with relevant tools and functions in MS Excel for the development of automated systems to replace certain manual and repetitive processes.

Learning Objectives

By the end of this course participants will be able to:

  • Use outlines, range names, databases and the data form
  • Use AutoFilter and advanced filters
  • Work with Data Series
  • Use advanced functions
  • Modify charts
  • Use Scenarios and Goal Seek
  • Use templates, data tables and solve problems
  • Use automatic formatting and styles
  • Work with views, consolidate worksheets
  • Create and revise PivotTables
  • Use, record and edit macros

Prerequisite

Participants should already be using Excel on a regular basis. Alternatively, they must have a good knowledge of Excel introduction topics

Course Content

Day One

Work with Outlines

Apply an Outline, Collapse/Expand an Outline, Modify Outline Settings, Clear an Outline, Use Auto Outline, Create Subtotals in a List, and Remove Subtotals from a List.

Use Multiple Workbooks

Open and Arrange Multiple Workbooks, Save a Workspace, Create and Maintain Links.

Use Range Names

Jump to a Named Range, Assign Names, Use Range Names in Formulas, Create Range Names from Headings, Apply Range Names, Delete Range Names, Use Range Names in 3-D Formulas, Create 3-D Range Names, Use 3-D Range Names in Formulas.

Work with Tables

Use Tables, Create a Table from Existing Data, Change the Table Name, Change the Table Style, Change Table Style Options, Create a Total Row, Add Table Rows and Columns, Insert/Delete Table Rows/Columns, Create a Calculated Column, Select Parts of a Table, Move a Table, Sort Data by Multiple Levels, Use Text Filters, Use Number Filters, Use Data Validation, Validate Data using a List, Create a Custom Error Message, Remove Data Validation.

Day Two

Work with Advanced Filters

Create a Criteria Range, Use a Criteria Range, Show All Records, Use Comparison Criteria, Use an Advanced And Condition, Use an Advanced Or Condition, Copy Filtered Records, Use Database Functions, Find Unique Records, Remove Duplicates from a Table.

Work with Views

Create, Display and Delete a Custom View.

Share Workbooks

Save a Shared Workbook, View Users Sharing a Workbook, View Shared Workbook Changes,

Highlight Changes, Resolve Conflicting Changes, Add a History Worksheet, Review Tracked Changes, Merge Shared Workbook Files.

Views
Create, Display and Delete a Custom View.

Consolidate Worksheets

Consolidating Worksheets by Category or by Position

Day Three

Use Advanced Functions

Use the VLOOKUP and HLOOKUP Function, Use the IF Function and Nested IF Function, Use the ISERROR Function, Use an AND Condition with IF, Use an OR Condition with IF, Use the ROUND Function, Limit the Precision of Numbers.

Create/Revise PivotTables

Create a PivotTable Report, Add PivotTable Report Fields, Select a Report Filter Field Item, Refresh a PivotTable Report, Change the Summary Function, Add New Fields to a PivotTable.

Advanced Charting

Add, Remove and Format Gridlines, Format an Axis, Change the Axis Scale, Format the Data Series, Add Data - Different Worksheets, Use a Secondary Axis, Change Data Series Chart Types, Add a Trendline, Create User-defined Charts, Create, Customise, Remove Sparklines.

Use Templates

Save a Workbook as a Template, Use a Template, Edit a Template, Delete a Template, Create Default Templates.

Use Auditing Tools

Display the Formula Auditing Toolbar, Display/Remove Dependent and Precedent Arrows, Remove Tracer Arrows, Use Auditing Tools Buttons.

Day Four

Use Scenarios and Seeking Goal

Use the Scenario Manager, Create, Display and Edit a Scenario, Create a Scenario Summary Report, Use Goal Seek.

Solve Problems

Use Solver, Save a Solution as a Scenario, Change a Constraint, Create a Solver Report, View Solutions using Scenarios.

Use Automatic Formatting and Styles
Apply an AutoFormat, Change AutoFormat Options, Extend List Formats and Formulas, Create a Style by Example, Create a New Style, Edit an Existing Style, Merge Styles.

Use Conditional and Custom Formats
Apply Conditional Formats, Change a Conditional Format, Add a Conditional Format, Create a Custom Conditional Format, Use Data Bars, Delete a Conditional Format, Create a Custom Number Format.

Share Workbooks

Save a Shared Workbook, View Users Sharing a Workbook, View Shared Workbook Changes, Highlight Changes, Resolve Conflicting Changes, Add a History Worksheet, Review Tracked Changes, Merge Shared Workbook Files.

Create/Revise PivotTables
Create a PivotTable Report, Add PivotTable Report Fields, Select a Report Filter Field Item, Refresh a PivotTable Report, Change the Summary Function, Add New Fields to a PivotTable Report, Move PivotTable Report Fields, Use Expand and Collapse Buttons, Hide/Unhide PivotTable Report Items, Delete PivotTable Report Fields, Create Report Filter Pages, Inserting and Using Slicers, Format a PivotTable Report, Create a PivotChart Report, Publish PivotTable Reports to the Web.

Day Five
Using, Recording
Report, Move PivotTable Report Fields, Use Expand and Collapse Buttons, Hide/Unhide PivotTable Report Items, Delete PivotTable Report Fields, Create Report Filter Pages, Inserting and Using Slicers, Format a PivotTable Report, Create a PivotChart Report, Publish PivotTable Reports to the Web.

Use, Record, Edit Macros

Change Macro Security Settings, Open a Workbook Containing Macros, Run a Macro, Use a Shortcut Key, Use the Visual Basic Editor Window, Record a Macro, Assign a Shortcut key, Use Relative References, Delete a Macro, Write a New Macro, Enter Macro Comments, Copy, Edit and Type Macro Commands, Run a Macro from the Code Window.

Create a Macro Button

Use, Create, Format, Move/Size and Delete a Macro Button.

5/7 Alade Lawal Street, Opposite Divisional Police Station, Off Ikorodu Road, Anthony, Lagos. Feb 04 - 08 Feb, 2019

Registration: 08:30:am - 09:00:am

Class Session: 09:00:am - 04:00:am

NGN 175,000.00
(Convert Currency)

Mr Abiodun Toki 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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