A2: High-Powered Excel For Finance

A2: High-Powered Excel For Finance 2017-08-10T12:45:39+00:00

 A2: High-Powered Excel for Finance (1 day)

Advanced Excel features and functions for Finance and Accounting power users, including practical application.

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

Book for Open Sessions of High-Powered Excel for Finance

Book one or more staff to attend an open session of this course:

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Run this course in-house at your company

What you get from this course

  • Go far beyond simply explaining Excel’s features and functions!
  • Learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.
  • Gain knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence.

COURSE OUTLINE

Useful Techniques & Keyboard Shortcuts

  • Control key
  • Right click
  • The Ribbon & the Quick Access Toolbar
  • Options
  • Referring to Cells & Ranges
Range Names
  • Creating Range Names
  • Range Name Box
  • Creating Names Automatically
  • Defining Names
Useful Functions in Finance
  • COUNTIF
  • INDIRECT
  • AND, OR
  • ROUND
  • IF
  • VLOOKUP
  • AVERAGEIF
  • SUMIF/ SUMIFS
  • COUNTA
  • MAX & MIN
  • OTHER FUNCTIONS
Tables
  • Creating a Table
  • Table Functionality
  • Flexible (Dynamic) Ranges
  • Using INDIRECT with Tables
Pivot Tables and Pivot Charts
  • Creating a Pivot Table
  • Analysis with Pivot Tables
  • Pivot Charts
Conditional Formats
  • Preset Conditions
  • Formula Driven Formatting
  • Modifying Conditional Formats
Wrapping up with Ribbons

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Agenda Highlights

Download Brochure

This hands-on course goes far beyond simply explaining Excel’s features and functions – you’ll learn how to apply these to get more done and produce reliable, consistent, maintainable, user-friendly results.

You’ll literally gain the knowledge and skills you can use in your work every day to transform your Excel work and make decisions with confidence. This includes:
Valuable, time-saving techniques to reduce rekeying
of data and increase automation.
  • Key features every budget needs to make it easy to maintain and easy to use.
  • The essential functions used by experts to increase consistency and reduce data entry.
  • Clever range name techniques that improve reliability and readability.
  • Best practices for producing flexible and reliable lookups.
  • Learn Excel’s hidden shortcuts to many common tasks that can save you hours of time everyday.
  • Techniques to make maintenance easier and make your models accurate, reliable and robust.
  • Powerful data analysis and visualisation techniques to identify trends and anomalies.
  • How and when to apply macros that will speed up the creation of your models
  • and more!
PLUS Q&A time so you can get answers to all those questions that have been bugging you! and handy tips to improve your productivity and reduce your frustration!

 

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Who should attend?

  • Management Accountants
  • Financial Accountants
  • Cost Accountants
  • Business Analysts
  • Finance and Cost Analysts
  • CFO’s
  • Finance Managers
  • Business Bankers
  • Corporate Finance Analysts

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Facilitator: Wyn Hopkins

Microsoft Excel MVP, Chartered Accountant | LinkedIn |

Wyn is a Director with Access Analytic, an Australian consulting company that develops AMAZING Power BI and Excel solutions that enable organisations to grow faster, reduce costs and control risk.

Wyn was awarded Microsoft Excel Most Valued Professional status in 2017, an award only held by a handful of

Australians. Wyn gained his Chartered Accountant qualification at PricewaterhouseCoopers in the UK in 2000.

He has extensive international Business Analyst experience, having worked with a variety of the UK’s FTSE 100 financial services companies including Halifax Bank of Scotland (HBOS) and Barclays Bank.

Wyn is a highly skilled developer and trainer completing many successful projects in the areas of:

  • Power BI
  • spreadsheet re-engineering
  • management reporting
  • budgeting and forecasting
  • financial modelling

 

 

Feedback from Previous Participants

Feedback Initials & Position
“Overall fantastic! Well presented!” S.V., Corporate Finance, BDO Chartered Accountants
“Good notes; questions and answers very well handled.” K.L., CFO, Precise Business Solutions
“The course was excellent with very practical examples.” M.W., Partner, Brearley Quill Kenny Chartered Accountants
“The course was very well structured and even though I was an intermediate -beginner excel user, I could easily understand the topics covered.” M.G., Senior Accountant, Brearley Quill Kenny Chartered Accountants
“I genuinely found the course to be excellent.” L.B., Accountant, Alcock Brown-Neaves Group
“I just wanted to thank you again for the training day you ran here in Brisbane. This was the best value training I’ve done in a long time and I’m already putting your tips into practice – still looking for a chance to use sumproduct! :)&quot J.J., Senior Accountant Corporate Advisory & Reporting, Queensland Rail
Right blend of support to participants. M.G., ENI Australia
Good examples, worked well through during class. S.M., ENI Australia
The course was very well run. The information was tailored to my need and was run at a good pace. D.B., Bankwest
Everything covered was useful, relevant and suited to my experience. C.R., Bankwest
Very relevant to my work. I engaged learning time savings things. S.J., Bankwest
Good course to help with Excel skills. Trainer recommended. C.A., Chevron
Excellent course. The best Excel Course I’ve attended so far. S.R., Bankwest
Great course to help us save tme when working on Excel. Thank you! D.B., Chevron
Great course and very helpful. Looking forward to updating my workbooks. L.O., Chevron
Compared to other Excel courses I have been to this one was definitely the most comprehensive and useful. C.S., Chevron
Really enjoyed the course. Very good tips and insight. C.S., Chevron

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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.
CD: includes worked examples, suggested solutions, reference materials, and a large variety of templates that can be immediately applied to kick-start your projects.
Comprehensive course notes.
Networking: meet industry peers and hear how they approach this subject.
Certificate of completion.
… and much more!

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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

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