E3: Excel Data Analysis in Finance (1 day)

Features, functions and techniques for analysing & visualising large data sets using Excel.

Expert Facilitator | Customise and run this course In-House | Course Enquiry

What you get from this course

A sound working knowledge of a range of tools and techniques you can use to visualise and analyse data quickly and efficiently.
Enhanced skills and knowledge of presentation techniques using the latest Excel functions and features.

Analysing Data Held in Excel

Importing data files
Useful functions: splitting cells, combining cells, linking multiple tables of data together
Error checking and error handling
Autofilter
Advanced Filters
Sorting

Excel’s Analysis Tools

Group & Outline
Conditional Formatting
Charting Techniques
Pivot Tables
Pivot Charts

Analysing External Data

Database Fundamentals
Connecting to databases
Using Microsoft Query
OLAP Cube Fundamentals
Analysing OLAP Cube data

Who should attend?

All staff who analyse large data sets or databases
Business/Finance Analysts
Internal/External/IS Auditors
Systems Accountants
Finance/Accounting staff

Facilitator: Wyn Hopkins

Excel MVP, B.Sc. (Hons) Accounting & Financial Management | LinkedIn |

Wyn qualified as a Chartered Accountant with PricewaterhouseCoopers in the UK in 2000, before working as an analyst for the FTSE 100 companies HBOS and Barclays. Microsoft awarded him the status of  Most Valuable Professional for the 7th year running in 2023. This recognises his expertise and willingness to share his knowledge via blogs, articles, community events and YouTube videos. The Access Analytic YouTube channel now has over 85, 000 subscribers. Wyn is an experienced Trainer and Excel / Power BI Developer. Since joining Access Analytic in 2007, he has delivered hundreds of amazing solutions for clients including many for Chevron and other leading organisations in Perth.

Benefits & Inclusions

	Practical: Highly experienced facilitators who actively and regularly consult to clients also.
	Applicable: apply what you learn to your job to further your career.
	Hands-on: the course is designed to provide maximum hands-on experience.
	Passionate: Our facilitators love this subject!
	Clear: we specialise in translating complex subjects into concepts that are easy to understand.
	On-going help: you can always e-mail the facilitator.
	Comprehensive course notes.
	Networking: meet industry peers and hear how they approach this subject.
	Certificate of completion.
	… and much more!

Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.

We can bring all the equipment for up to 8 people so all you need is a room!

Benefits

Flexibility: we can combine content from multiple courses to create a custom course just for you, add-on a workshop or some mentoring sessions then run everything at the times that suit you.
Timing options: if you’re in Perth, we can split courses into half or single days and schedule these at times to suit you
No hidden extras: our fixed fee includes all materials and equipment costs for up to 10 participants
Cost effective: no extra fees for extra participants (maximum of 8 per session)

In-House Details & Pricing

Structure: half-day or full-day sessions
Location: all courses are available in-house, many are also available in open sessions
Class size: strictly limited to 10 to allow maximum interaction with the facilitator
Provided: projector, laptops, manual, CD
In-house Fees: contact us today to discuss your requirements

In-house Course Fees

Call us on +61 8 6210 8500 to discuss your requirements.

Notes:
– We are happy to customise our courses to suit your requirements
– A 10% discount applies when booking 10+ full days of training in any 30 day period
– Many courses can also be split into half-days (please enquire)
– Fees for locations outside of Perth do not include equipment

Related Courses

B6	Advanced Budgeting and Forecasting (3 days) Learn how to build sophisticated budgets and forecasts that are robust, flexible and user-friendly
C1	Excel VBA Training Course (3 days) This VBA course is an introduction to VBA programming for automating accounting and finance functions.

E3: Excel Data Analysis In Finance