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Advanced Excel Simplified for Financial Analysis Course

By: Tom Associates Training  

Lagos State, Nigeria

09 - 13 May, 2022  5 days

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NGN 195,000

Venue: 5/7 Alade Lawal street opposite Anthony police station, Ikorodu Road, Anthony Village.

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Venue Date Fee  
5/7 Alade Lawal street opposite Anthony police station, Ikorodu Road, Anthony Village., Lagos State, Nigeria 05 - 09 Dec, 2022 NGN195000

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

This course 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 introductory topics.

Course Contents

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, 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
  • 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.

Note: Available as Classroom Training as Well as Online Training

5/7 Alade Lawal street opposite Anthony police station, Ikorodu Road, Anthony Village. May 09 - 13 May, 2022
5/7 Alade Lawal street opposite Anthony police station, Ikorodu Road, Anthony Village., Lagos State, Nigeria 05 - 09 Dec, 2022

Registration: 09:00:am - 03:30:am

NGN 195,000.00(VAT Inclusive)
(Convert Currency)

Tolu Jegede 08178591654

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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