Microsoft Excel Skills for Finance Data Management and Analysis

FineResults Research Services would like to invite you to take part in our upcoming workshops on Accounting & Financial Management courses at our FineResults Research Services training facilities in Nairobi, Kenya or online.

04/09/2023 to 08/09/2023 Microsoft Excel Skills for Finance Data Management and Analysis

20/11/2023 to 24/11/2023 Microsoft Excel Skills for Finance Data Management and Analysis

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

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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/ +254 732 776 700) or Email: [email protected] 

REQUIREMENTS

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

TRAINING FEE

Cost:

In-person USD 1000

Online USD 900

Registration

September in-person/online

November in-person/online

Payment should be transferred to FineResults Research Services bank account one week prior to the training date and proof of payment sent to [email protected]

For any registration of 3 or more participants; we offer a discount of up to 10%.

This course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits for in-person training.

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 Limited bank 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.

Visit our website for more details