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

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!

Classroom
  • April 28th 2023
  • 9 am – 5 pm
  • Regus, Guelph
  • Price: C$545.00

Duration                Learning Credits

1 Day – 8 hours of          8 PDU’s

Session   


Public Classroom Pricing:    

Early Bird Price: CAD 649.00

Regular Price: CAD 799.00


Instructor-Led Virtual Live Pricing:

Early Bird Price: CAD 549.00

Regular Price: CAD 699.00


Private Group / In-House Learning:

Have a group of 3 or more people? 

Register yourself with a special pricing and

request the training exclusively

  • 4.5 | 2546 Ratings | 5246 Attended |245 Corporate Trainings
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

Related Courses

Excel VBA Training Course (3 days)

Excel Data Analysis in Finance (1 day)

Who can attend?

● Management Accountants

● Financial Accountants

● Cost Accountants

● Business Analysts

● Finance and Cost Analysts

● CFO’s

● Finance Managers

● Business Bankers

● Corporate Finance Analysts

Learning Goals

● 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.

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