Microsoft Excel Skills for Business Accounting and Analysis

FineResults Research Services invites you to training on:

DATE: 22nd to 26th March 2021

COST: USD 800 Or Ksh 65000

REGISTER TO ATTEND

INTRODUCTION

Microsoft Excel has powerful business analysis capabilities and dynamic reporting features that provide managers and business owners with the information and insights instantly. This course is will equip the participants with skills for retrieving data from Excel, analyzing the data, making budgets, P&L, sales reports and other business report (statutory or otherwise). Participants will also be trained on how to make dynamic dashboards that can be used to display the information using interactive charts and reports. Participants will also be equipped with necessary skills in interpreting various Microsoft Excel reports/outputs in key business decision-making and planning. Effort will be made to illustrate how to make use of Microsoft Excel data analysis functions and the program analysis toolpak.

DURATION

5 days

COURSE OBJECTIVES

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

Gain enhanced spreadsheets data skills: creating templates, charts, graphics and formulas for business and operational work.

How to calculate with advanced functions & formulas, create interactive charts using Excel

How to analyze data using Pivot Charts. insert graphic objects and quickly transform business data into informative reports using PivotTables

How to use business dashboards to compare multiple business elements in one screen

How to generate management and weekly reports quickly and accurately

How to use Microsoft Excel analysis toolpak.

COURSE OUTLINE

Module 1:

Introduction to Microsoft Excel

Introduction, Outline & Objectives

Functions and Formulae

Entering and Copying Formulae

Creating Formulas using Names

Managing Names using, Name Manager

Searching for Functions

Naming Ranges

Creating Named Ranges

Using Names in Movement

Inserting Names in Formulae

Formatting

Number Formatting

Cell Styles

Copying and Clearing formatting

Module 2:

Calculating with Formulas and Functions

Use Date and Time Functions

Use Statistical Functions

Use Database Functions

Use Lookup Functions

Use Logical Functions

Module 3:

Visualizing Data with Charts

Use Recommended Charts Tool

Create Chart with Quick Analysis

Align Chart Axis Labels

Display Value Axis in Millions

Create Chart with Multi Line Labels

Create Combo Chart

Create Chart Template for Sharing

Build Dynamic Chart with Table

Module 4:

Analyzing Data with Tables and Importing External Data Sources

Tables

Create Table with Quick Analysis

Remove Duplicate Records

Add Total Row to Table

Insert Calculated Columns

Filter Table Data with Custom Filter

Use Slicer to Filter Data

Apply Conditional Formatting

Sort and Filter Data by Color

Create In-Cell Chart with Sparklines

PivotTables

Overview of PivotTable & PivotChart

Create PivotTable from Table

Change Report Layouts

Show and Hide Report Totals

Create Custom Calculations

Filter Pivot Data with Slicer and Timeline

Group Fields in a PivotTable

Create Calculated Fields in PivotTable

Importing External Data Sources

Import Data from Text Files

Create PivotTable from Microsoft Access

Create PivotChart from Microsoft Access

Manage Data Connections

Module 5:

Creating Dashboard Report

Overview of Dashboard

Create PivotTable and PivotChart

Hide Field Buttons from PivotChart

Use Slicer to Connect PivotTables

Build a Slicer Dashboard Report

Other Tips and Tools

Flash Fill

Quick Analysis

Slicer to Filter Excel Table

Timeline to Filter PivotTable

Connecting Multiple PivotTables

Sparklines

TRAINING CUSTOMIZATION

This training can also be customized for your institution upon request. You can also have it delivered your preferred location. For further inquiries, please contact us through Mobile: +254 759 285 295. You can also email us on: [email protected]

REQUIREMENTS

Participants should be reasonably proficient in English.  During the trainings, participants should come with their own laptops.

TRAINING FEE

The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

ACCOMMODATION

Accommodation is arranged upon request. For reservations contact us through Mobile: +254 759 285 295 or Email: [email protected]

PAYMENT

Payment should be transferred to FineResults Research Services bank  account before commencement of training. Send proof of payment through the email: [email protected]

CANCELLATION POLICY

• All requests for cancellations must be received in writing.
• Changes will become effective on the date of written confirmation being received.

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