1. Learn techniques for Linking and Hyperlinking data across files or sheets
2. Learn techniques for formatting tables and datasets quickly including the powerful ‘Table’ feature in the newer versions of Excel
3. Learn how to dock frequently used commands and commands not available on the standard menu, onto the quick access toolbar
4. Learn how to Group Sheets for simultaneous data entry, formatting, editing, find & replace and more
5. Understand data types, and the options for handling dates, times and other kinds of data, and how to use them in formulas
6. Understand the three types of referencing and how various references can be combined for powerful formula building
7. Learn how sheet protection can help you build spreadsheets which allow user input in selected areas while protecting formulas and other linked cells
8. Learn how to use key functions like IF, COUNT functions, Date functions, Time functions, and othersto summarize data effectively and build useful spreadsheet tables
9. Learn how to create a Pivot Table from raw data and how to manipulate them
• Managing data structure
• Creating Pivot Tables
• Adding fields or tiers to Pivot Tables
• Drilling to detail
10. Many other productivity techniques and speed shortcuts that can increase your speed and output significantly
Notes:
• The workshop will be carried out in a highly interactive manner, and depending on time, may have many more tips and tricks covered. We reserve the right to make modifications to the course coverage depending on participant level and time available.
• Microsoft Excel for PC, Version 2010 will be used in the demonstration of techniques of this workshop. Participants may use version 2007 as well though differences in capability may exist in some modules. While participants are welcome to work with versions prior to 2007 or non-PC versions, some procedures and shortcuts vary and in the interest of clarity, the workshop demonstration may not be able to include them all.
Increasing demand for information and reports places a heavy load on those whose job it is to compile, analyze and publish reports based on data from different sources. By learning easy productivity techniques and innovative ways of using Excel features together, the finance or accounting professional can reduce time taken to complete regular tasks while simultaneously enabling the undertaking of more complex activities with a heightened quality of output. In this workshop we focus on Productivity techniques in data management, Productivity and quality in reporting, and getting familiar with advanced aspects of data analysis and formula building.
Participants must have basic working knowledge of Microsoft Excel including building simple formulas, basic spreadsheet development, basic formatting and printing tasks. If participants are not users of Microsoft Excel or are novice users, the workshop on Excel fundamentals would be better suited.
This is a HANDS-ON workshop. Participants are expected to bring their own laptop computers. A mouse is good to have but not essential. Please note the software requirements mentioned under Notes above.
7 hours of hands-on instruction which will familiarize you with a broad range of Intermediate level computing and reporting skills using Microsoft Excel, including many of the newer features introduced since version 2007.
Any regular business user or student who works with Microsoft Excel and wishes to take their skills to an Intermediate level and learn new features as well as new ways to use known features.