Attending the course and successfully completing the post-assessment, will grant you
2 hour/s verifiable CPD, recognised by the various
professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the
CPD certificate will only be issued once the post-assessment has been completed.
Web Based (Online)
Tristan White
0118861395
gillian@probetatraining.co.za
The goal of the course is to freshen up your Basic Excel knowledge, improve your efficiency, show you alternative ways to get the same things done.
This is largely based on ProBeta’s Basic Excel training course, which we’ve reduced into a two-hour session, however we’ve removed the very basic elements and are only focusing on the value-add elements for those with an already established basic-level of Excel knowledge.
Microsoft Excel is the foremost spreadsheet application used in any and every department within an organisation, be it in audit, accounting, taxation, financial management, human resources, information technology or even reception work and other administrative tasks.
Many secondary applications interface with Microsoft Excel and so a working knowledge of Microsoft Excel will streamline many tasks relating to data editing, data filtering / sorting, data searching and data presentation - which will empower decision making.
ProBeta Training has designed a NEW practical 2-hour refresher course for users with some basic experience, who are then able to hit the ground running with Microsoft Excel.
As an accountant, auditor, receptionist, analyst or anyone required to work on Excel, it is essential to have a firm foundation in terms of Microsoft Excel – therefore, let ProBeta Training help you.
Enabling delegates to:
o Open and create Excel workbook files
o Use the 2016 interface
o Enter and edit data in a variety of ways
o Understand basic formulas and functions
o Use the Quick Analysis features new to the 2016 version
o Format worksheets and data
o Print and share workbooks
o Introduction to intermediate functionality including Pivot Tables, VLookUps and Financial formulae
• Recovering Lost Documents: Auto-save function.
• Built in Templates: Budgets / expense tracker / invoices.
• Introduction: Terminology / layout and interface / move or copy sheets / Status Bar / Print Preview / Format Painter / various ways to Paste data / How Windows Regional Settings may affect your Excel.
• Navigating Seamlessly: Freeze panes / Quick access toolbar / How to navigate without a mouse / Line breaks.
• Data Editing: Sorting / filtering / conditional formatting / data validation / Subtotal formula.
• Data Searching: VLookUps / CountIf formula / If statements.
• Data Extraction (basic): Flash fill / Text-to-Columns / Concatenate.
• Building Formulae: Available library of formulae within Excel / Cell referencing within formulae ie relative and absolute references “F4-key” / Mathematical operators within Excel / Reviewing formulae with “F2-key” and CTRL+~ / Spell-check with “F7-key”.
• Financial Functions: PMT, IPMT, NPV, FV and PV
• Tables / Graphs: Quick analysis / charts / pivot tables.
• Printing: Set print area.
• Delegates that make use of Microsoft Excel as part of their daily work duties in a receptionist capacity or other administrative area.
• Delegates that are involved in various finance fields including auditing, accounting, taxation and financial management.
• Delegates that prepare reports and need to be able to edit text and numbers.
