The goal of the training is to broaden the knowledge in the field of using Excel spreadsheet and to be acquainted with its advanced functions in terms of their usefulness in widely understood business and financial uses.
During the course, the advanced techniques of using the spreadsheet are presented, which ensure the reliability of financial data processed for the needs of reporting and decision making.
During the training, we discuss, among others, how to apply functions necessary for counting data quickly, their collation and consolidation as well as creating financial and other reports of any kind. We show how to construct balance sheets by using tools and functions, but we also teach how to use pivot tables in order to create different kinds of reports efficiently.
An important issue discussed during the training is the use of financial functions to calculate the value of investment. A particular attention is also paid to functions that enable data forecasting, which in turn help adapt the company’s strategic plans to the financial and performance indicators. Those issues will also allow to introduce different decision making scenarios, depending on market developments and more.
We also teach how to prepare optimized solutions of complex economic problems with Solver Add-in. These include logistics, production, personnel or financial solutions. We familiarize the participants with the skills in graphic data presentation by using charts with the emphasis on its readability and data trends. We make a great effort to ensure that each training topic is tailored to the individual needs of participants and the issues they face in their everyday work. Therefore, we have introduced the possibility to send the spreadsheets with data on which you work directly to our company.
Thanks to that, our lecturers can compile exercises for each training participant and adapt them to their individual needs. Before the training, we also perform an analysis of broad-based business, which allows us to customize the training plan to the specific activity of the company. Thus, we can offer you a so called ‘tailor-made’ training by which we significantly raise the return of training investment.
The training is mainly held in practical form, during which training participants perform a number of specially prepared exercises, from the business field, so that participants gain practical skills of Excel tools and functions usage in their work.
Each training participant receives:
- Training materials in the form of a script
- Exercises performed at the training time
After the course, each trainee receives a certificate. After the training, every participant can contact the lecturer to solve the problems he faces at work. The contact with our lecturer is free of charge up to 12 months after completing the training.
Financial (business) data organization
- Creating a TABLE OBJECT and working with a TABLE
- Using Conditional Formatting:
- Conditional formatting which compares tables
- Conditional formatting with the use of functions
- Conditional formatting of different date ranges
- Sorting and filtering data
- Advanced sorting
- Advanced filtering
- The use of key shortcuts
- Managing worksheets and workbooks:
- Naming cells, the advanced work with cells and names
- Ranges of name visibility, referring to names from other sheets, name manager
- Expanding range naming
Functions that support business analysis and their application to solve issues on financial forecasting
- Creating financial ratios with the use of simple formulas
- Using relative and absolute references
- Basic counting functions: SUM, AVERAGE, MIN, MAX
- Logical functions: IF, OR, AND
- Counting functions: COUNTIF, SUMIF and SUMPRODUCT
- Data functions and creating term data: DATEDIFF, DATE, YEAR, MONTH, DAY
- Lookup and comparison functions: VLOOKUP, INDEX and MATCH
- Creating data trends with the use of: LINEST, TREND functions
- Using financial functions: NPV, PV, SLN
Creating combined data sheets
- Data consolidation in sheets
- Data consolidation from different files
- Linking sheets using functions
- Linking workbooks and work on different spreadsheets
- Importing data
The use of array functions for quick business data calculation
- Creating array functions
- The practical use of array functions to calculate financial data
Business data analysis with pivot tables
- Creating pivot tables
- Complex pivot tables
- Filters in pivot table
- Row fields
- Column fields
- Value fields
- Displaying results as a column percent
- Displaying the results as a row percent
- Displaying the results as a percent of total
- Changing the summarizing functions
- Changing the form of data presentation
- Automatic transition from pivot table to pivot chart
- Creating pivot charts automatically
- Changing the function of pivot charts
- Formatting pivot charts
- Working with pivot tables
- Creating reports and analyses with the use of pivot tables
- Creating periodic data: quarterly, monthly, divided into years
Solving business issues with the use of Solver Add-in – data optimization
- Defining issues regarding optimization
- Using the Solver Tool
- Solver Tool options
- Reports and the use of them
- Answer report
- Sensitivity report
- Limits report
Presenting business data with charts including data trends
- Chart with multiple data series
- Advanced chart formatting
- Inserting custom graphic objects on the chart, as chart points
- Creating trends on chart
- Creating and saving user charts
Document protection
- Blocking the workbook structure
- Hiding sheets and windows and referring to cells in hidden ranges
- Performing calculations and protecting formulas against viewing and accidental modification
- Workbook protection
Zapisz się na interesujący Cię termin szkolenia
There are currently no training dates
The training is delivered solely in the form of workshops, on practical examples. During the workshops, the participants perform practical tasks, the goal of which is to gain specific skills in the use of Excel spreadsheet for business and financial analyses. The exercises are mostly related to tasks performed by the participants in their professional work every day.
All the exercises are aimed not only at improving the knowledge on Excel but also at accelerating and facilitating the work. Due to short theoretical explanations, the students are fully aware of the usefulness and relevance of performing a specific task and, as a result, they are able to use the gained skills to solve current problems when working with Excel spreadsheet.
The good practice of our company is to make the contact with the lecturer available for our participants before the training begins, so we can hear about the specific training preferences of our students. Each participant of “Excel in business and finances” training can send Excel files, on which he would like to perform exercises, to the trainer before the course starts. The lecturer will then develop exercises taking into consideration the specific needs of the student. This enables the training participants to learn and use in practice the issues discussed during the training.
The training lasts 2 days, from 8:30 am until 3:30 pm. There are also three 15-minute breaks planned, during which we offer coffee and sandwiches.
In order to ensure the best learning process possible, the training is held in small groups, up to 10 people.
The training is delivered on Excel 2007 or 2010.
The course can also be conducted in a dedicated, “tailor-made” form. Consequently, we can deliver the training customized to the individual needs and requirements of a specific company. Such trainings are held in groups of at least 4 people. It can be delivered either in our training rooms or in any other location chosen by the Client within Poland or outside its borders.
Our company has mobile training facilities (laptops), which permits us to carry out the training in any place preferred by you.
